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By Christine A. Schafer

last will and testament

Common Estate Planning Mistakes to Avoid

September 19, 2023

Estate planning is a crucial process that allows individuals to…

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The Cornerstone of Estate Planning: The Last Will and Testament

September 12, 2023

Estate planning is a vital process that ensures the orderly…

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A Guide to Choosing the Right Executor for Your Estate

September 5, 2023

Selecting the right executor, also known as a personal representative,…

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When to Update Your Estate Plan: Ensuring Continued Effectiveness

August 29, 2023

Creating an estate plan is a vital step in safeguarding…

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Estate Planning for Parents of Minor Children: Ensuring Their Well-Being

August 22, 2023

As parents, our primary responsibility is to care for and…

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Ensuring Your Voice is Heard: Advance Healthcare Directives

August 15, 2023

Estate planning involves more than just managing your financial affairs…

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Preserving Digital Legacies: What Happens to Digital Assets?

August 8, 2023

In our increasingly digital world, it's essential to consider what…

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Estate Planning for Blended Families: Ensuring a Secure Future for Everyone

August 1, 2023

Blended families, consisting of spouses with children from previous relationships,…

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A Guide to Funding Your Trust

July 25, 2023

Creating a trust is a popular proactive step in Florida…

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How to Get Started with Estate Planning in Florida

July 18, 2023

When it comes to planning for the future, few things…

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What is Florida Probate?

June 14, 2023

When it comes to settling an individual's estate in Florida,…

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How Estate Planning Can Make Your Life Better

July 4, 2022

Creating an estate plan is an important step in your…

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What Happens When You Die Owning Assets in Another State?

June 19, 2022

Often times, you may be a resident of one state…

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Preparing Your New Graduate for College

June 15, 2022

You’ve raised your child, protected and guided them through life,…

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Does Your Estate Plan Protect Your Beneficiaries?

May 16, 2022

Your trust can create what is called discretionary lifetime trusts…

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Why is My Probate Case Taking Forever?

April 21, 2022

When someone we care about passes away and leaves behind…

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What is a Durable Power of Attorney?

April 19, 2022

What is a Florida Durable Power of Attorney? A Durable…

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Why Your College Student Needs Estate Planning

March 16, 2022

It feels like our children grow up way too quickly,…

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Estate Planning: Will My Documents be Valid in Another State or Should I Update Them?

April 12, 2021

If you are moving to Florida or relocating to a…

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Do I Need to Set Up a Trust?

February 12, 2021

The most basic estate planning option is a will since…

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Do I Need a Will if I Have No Property?

February 8, 2021

Many people hear the word “estate” and imagine lavish homes…

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When Should You Start an Estate Plan in Florida?

January 21, 2021

If you haven’t begun considering what will happen to your…

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What Happens to an Inheritance in Florida If There Is No Will?

October 21, 2020

In the state of Florida, many residents rely on a…

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The Importance of Estate Planning in Florida

October 16, 2020

Even in death, our obligations to loved ones or businesses…

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A Simple Guide for Estate Administration in Florida

October 9, 2020

Knowing what the first steps to take with the remaining…

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Estate Planning with Minor Children

August 26, 2020

If you have minor children, several concerns arise in addition…

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Estate Planning at a Glance

July 29, 2020

Estate planning is a sensitive subject that is surprisingly avoided…

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Do I Need to Update Beneficiary Designations?

June 12, 2020

You've successfully completed the important task of creating an estate…

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What You Need to Know About Florida Estate Planning

May 18, 2020

Though thinking worst-case scenarios and your own mortality aren’t particularly…

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Celebrate National Single Parent Day by Taking Steps to Provide for Your Child’s Future

March 26, 2020

In 1984, Congress issued a resolution, signed by President Reagan,…

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Covid-19 and Estate Planning

March 24, 2020

Covid-19 or the Coronavirus is causing many to panic (and…

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What Documents Are In An Estate Plan?

March 19, 2020

Estate planning is the process of planning ahead for how…

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Planning Ahead for Disabled Loved Ones

March 11, 2020

As a parent of minor children (minors being children under…

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The SECURE Act: What to Know and How It Will Affect Your Estate Planning.

February 17, 2020

What is the SECURE Act? The Setting Every Community Up…

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Estate Planning 101

January 22, 2020

WHAT IS ESTATE PLANNING? Estate planning is the process of…

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Why Title Matters with Estate Planning

January 21, 2020

Real estate can take on different forms of ownership depending…

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Estate Planning for All Seasons of Life

November 14, 2019

Each season of life brings it's own unique changes and…

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November is National Adoption Month!

November 6, 2019

Taking Care of Your New Family Member National Adoption Month…

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What You Need to Know About 529 Plans

November 6, 2019

Let's face it, college is expensive.  Reports for the 2019-2020…

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Estate Planning Basics

November 1, 2019

Estate planning is not a one-size-fits-all endeavor.  When executed properly,…

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3 Legal Documents Everyone Needs

October 17, 2019

Most people tend to think of wills or trusts when…

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3 Common Estate Planning Myths

October 15, 2019

For many, the idea of discussing estate planning is emotional…

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October Has Arrived!  So has Estate Planning Awareness Week.

October 3, 2019

For many the month of October brings to mind Halloween…

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Update Your Estate Plan After a Divorce

August 19, 2019

Divorces in the State of Florida and elsewhere can be…

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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

July 1, 2019

Will your children be preparing for their first year of…

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3 Asset Protection Tips You Can Use Now

June 15, 2019

A common misconception is that only wealthy families and people…

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Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences

June 10, 2019

Although leaving your hard-earned assets outright to your children, grandchildren,…

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Lifetime QTIP Trusts – The Gift That Keeps Giving

June 6, 2019

Estate planning for married couples can be tricky when one…

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Estate Planning for Rental Property Owners

June 3, 2019

In all parts of the country, services such as Airbnb…

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An Easy Three-Step Review for Your Estate Plan “Helpers”

May 17, 2019

While putting together an estate plan is important for you…

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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

May 13, 2019

There is a common misconception that estate plans are only…

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4 Tips for Avoiding a Will or Trust Contest

May 9, 2019

A will or trust contest can derail your final wishes,…

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The Harmonious Family that Won’t Fight? The Outcome May Surprise You

May 7, 2019

Most families are happy families. They get together for the…

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How Estate Planning Can Help You Dream About Your Future

May 3, 2019

A dream without a plan is simply a wish. Estate…

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The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

April 24, 2019

Many people believe once they set up a Revocable Living…

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The More You Know: Reverse Mortgages Estate Planning

April 16, 2019

You have likely seen several advertisements for reverse mortgages if…

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5 Reasons to Update Your Estate Plan!

April 12, 2019

Estate plans are almost magical: They allow you to maintain…

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

April 8, 2019

Whether or not you currently have estate planning documents, one…

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How Your Trust Can Help a Loved One Who Struggles with Addiction

April 3, 2019

Substance addiction is by no means rare, impacting as many…

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Who Should Be Your Successor Trustee?

April 1, 2019

If you have a revocable living trust, you probably named…

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How to Manage Your Basis “Step Up”

March 29, 2019

If you or someone you know has received an inheritance,…

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Seeing an Estate Planner? 3 Key Questions to Ask

March 27, 2019

Hiring an estate planner is an important decision as you…

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The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

March 22, 2019

No one wants unnecessary court involvement in their life. But…

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Three Legal Things to Do After a Scary Health Diagnosis

March 18, 2019

A scary health diagnosis can be emotionally and logistically challenging…

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Estate Planning Tips for Someone Who Is About to Go in for Major Surgery

March 12, 2019

Getting the news that you have to undergo major surgery…

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What to Do When Your Doctor Says to “Get Your Affairs in Order”

March 8, 2019

Five words no one ever wants to hear from their…

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Is now the time to revisit your old trust?

March 4, 2019

There are several reasons why you should update your existing…

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A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust

February 28, 2019

Let me first start by confirming that is indeed my…

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Four Common Myths about Estate Planning

February 11, 2019

Many people don’t understand what estate planning is and those…

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Are Any of These 11 Mistakes Lurking in Your Estate Plan?

February 8, 2019

Here are 11 mistakes that may be lurking in your…

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Do It Now: Name a Guardian for Your Minor Child(ren)

February 1, 2019

We know it’s hard. Thinking about someone else raising your…

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How to Choose the Right Agent for Your Incapacity Plan

January 30, 2019

Let’s keep rolling with the topic of incapacity but now…

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5 Essential Legal Documents You Need for Incapacity Planning

January 28, 2019

Let’s kick off a new week with a new topic:…

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Do you really need a trust?

January 9, 2019

Although many people equate “estate planning” with having a will,…

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Your 5 Task Year-End Estate Planning To-Do List

December 27, 2018

2019 is a matter of DAYS away!  As we all prepare…

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Why young parents should write a will

December 12, 2018

Estate planning isn’t just something you should think about when…

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What Happens to Your Student Loans When You Die?

December 6, 2018

If you’ve been paying attention to the news, you know…

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Financial Protection For The Recently Divorced

November 11, 2018

If you have recently gone through or are currently navigating…

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How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance

November 5, 2018

Estate planning is a process, one with which you have…

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Artificial Intelligence vs. Emotional Intelligence.

September 17, 2018

I recently had the pleasure of attending the American Bar…

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What Is Your Greatest Asset?

September 17, 2018

I try my best to set aside time weekly to…

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