Estate Planning: Will My Documents be Valid in Another State? Should I Update Them?
If you are moving to Florida or relocating to a…
Read MoreIf you are moving to Florida or relocating to a…
Read MoreEstate planning is a crucial process that allows individuals to…
Read MoreEstate planning is a vital process that ensures the orderly…
Read MoreSelecting the right executor, also known as a personal representative,…
Read MoreCreating an estate plan is a vital step in safeguarding…
Read MoreAs parents, our primary responsibility is to care for and…
Read MoreEstate planning involves more than just managing your financial affairs…
Read MoreIn our increasingly digital world, it's essential to consider what…
Read MoreBlended families, consisting of spouses with children from previous relationships,…
Read MoreCreating a trust is a popular proactive step in Florida…
Read MoreWhen it comes to planning for the future, few things…
Read MoreDiscovering ways to simplify the distribution of assets and minimize…
Read MoreCreating an estate plan is an important step in your…
Read MoreOften times, you may be a resident of one state…
Read MoreYou’ve raised your child, protected and guided them through life,…
Read MoreEstate planning is a task that consistently gets pushed back…
Read MoreYour trust can create what is called discretionary lifetime trusts…
Read MoreIn such a busy world it is easy to delay…
Read MoreWhat is a Florida Durable Power of Attorney? A Durable…
Read MoreWhen devising a plan for your future it is important…
Read MoreThe executor of a will, also known as the personal…
Read MoreA lot of the news recently has revolved around different…
Read MoreIn estate planning circles, the word “probate” often comes with…
Read MoreIt feels like our children grow up way too quickly,…
Read MoreYou never know when a health care crisis may happen…
Read MoreA Revocable Living Trust is a Popular Planning Tool in…
Read MoreYou are never “too young” or “too old” to think…
Read MoreGoing away for college or sending your child off for…
Read MoreLong ago, Benjamin Franklin said “nothing is certain except death…
Read MoreIf you have not thought about planning for the future…
Read MoreTime and time again, it has been said that it…
Read MoreBy now, most people have heard the word “NFT” in…
Read MoreIn the age of online access to court records and…
Read MoreIf you are moving to Florida or relocating to a…
Read MoreThe most basic estate planning option is a will since…
Read MoreMany people hear the word “estate” and imagine lavish homes…
Read MoreIf you haven’t begun considering what will happen to your…
Read MoreEven in death, our obligations to loved ones or businesses…
Read MoreIf you have minor children, several concerns arise in addition…
Read MoreEstate planning is a sensitive subject that is surprisingly avoided…
Read MoreThe seriousness of the COVID-19 pandemic has forced Americans to…
Read MoreYou've successfully completed the important task of creating an estate…
Read MoreThough thinking worst-case scenarios and your own mortality aren’t particularly…
Read MoreCompleting your Florida estate plan is still possible while also…
Read MoreIn 1984, Congress issued a resolution, signed by President Reagan,…
Read MoreCovid-19 or the Coronavirus is causing many to panic (and…
Read MoreEstate planning is the process of planning ahead for how…
Read MoreAs a parent of minor children (minors being children under…
Read MoreWhat is the SECURE Act? The Setting Every Community Up…
Read MoreWHAT IS A MEDICAL POWER OF ATTORNEY? The medical power…
Read MoreWHAT IS ESTATE PLANNING? Estate planning is the process of…
Read MoreReal estate can take on different forms of ownership depending…
Read MoreWhen you are younger and thriving in your career and/or…
Read MoreOnce you have an estate plan created and in place,…
Read MoreAccording to the United States Department of Health and Human…
Read MoreEach season of life brings it's own unique changes and…
Read MoreMany people forget that estate planning is not only for…
Read MoreTaking Care of Your New Family Member National Adoption Month…
Read MoreLet's face it, college is expensive. Reports for the 2019-2020…
Read MoreEstate planning is not a one-size-fits-all endeavor. When executed properly,…
Read MoreMost people tend to think of wills or trusts when…
Read MoreFor many, the idea of discussing estate planning is emotional…
Read MoreHaving a valid and up-to-date power of attorney is an…
Read MoreFor many the month of October brings to mind Halloween…
Read MoreDivorces in the State of Florida and elsewhere can be…
Read MoreWill your children be preparing for their first year of…
Read MoreA common misconception is that only wealthy families and people…
Read MoreYou may be surprised to learn that not only has…
Read MoreAlthough leaving your hard-earned assets outright to your children, grandchildren,…
Read MoreEstate planning for married couples can be tricky when one…
Read MoreIn all parts of the country, services such as Airbnb…
Read MoreWhile putting together an estate plan is important for you…
Read MoreThere is a common misconception that estate plans are only…
Read MoreA will or trust contest can derail your final wishes,…
Read MoreMost families are happy families. They get together for the…
Read MoreA dream without a plan is simply a wish. Estate…
Read MoreMany people believe once they set up a Revocable Living…
Read MorePayable on death accounts, or “POD accounts” for short, have…
Read MoreYou have likely seen several advertisements for reverse mortgages if…
Read MoreEstate planning is often one item that gets pushed back…
Read MoreEstate plans are almost magical: They allow you to maintain…
Read MoreSo you have done the hard work of establishing an…
Read MoreWhether or not you currently have estate planning documents, one…
Read MoreCongratulations on the purchase of your new home. Whether this is…
Read MoreSubstance addiction is by no means rare, impacting as many…
Read MoreIf you have a revocable living trust, you probably named…
Read MoreIf you or someone you know has received an inheritance,…
Read MoreHiring an estate planner is an important decision as you…
Read MoreNo one wants unnecessary court involvement in their life. But…
Read MoreA scary health diagnosis can be emotionally and logistically challenging…
Read MoreGetting the news that you have to undergo major surgery…
Read MoreFive words no one ever wants to hear from their…
Read MoreThere are several reasons why you should update your existing…
Read MoreLet me first start by confirming that is indeed my…
Read MoreMany people don’t understand what estate planning is and those…
Read MoreHere are 11 mistakes that may be lurking in your…
Read MoreWe know it’s hard. Thinking about someone else raising your…
Read MoreLet’s keep rolling with the topic of incapacity but now…
Read MoreLet’s kick off a new week with a new topic:…
Read MoreYour wedding is over, and the day was absolutely perfect.…
Read MoreIf you are recently married or have been married and…
Read MoreEstate planning is the process of developing a strategy for…
Read MoreToday we will be focusing on newly married individuals. If…
Read MorePeople often set up bank accounts or real estate so…
Read MoreAlthough many people equate “estate planning” with having a will,…
Read MoreYou have worked hard for years, have family members and…
Read MoreLet’s keep up the momentum! Have you ever been confused…
Read MoreLet’s kick of the New Year by getting down to…
Read More2019 is a matter of DAYS away! As we all prepare…
Read MoreEstate planning isn’t just something you should think about when…
Read MoreIf you’ve been paying attention to the news, you know…
Read MoreYour Fur-Baby is Part of the Family If you are…
Read MoreWhat are you Thankful for this Year? Thanksgiving is the…
Read MoreIf you have recently gone through or are currently navigating…
Read MoreEstate planning is a process, one with which you have…
Read MoreDuring the weeks leading up to Halloween, everywhere you look…
Read MoreCompared to real estate, bank and brokerage accounts, and insurance…
Read MoreAs an estate planning practice, we meet with a lot…
Read MoreI try my best to set aside time weekly to…
Read More