More and more Florida residents are realizing the importance of protecting their assets and leaving written instructions for their loved ones and others to take effect when they die or if they become incapacitated. It used to be that many people, especially those of...
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Estate Planning
Discussions about estate planning are critical
It is never easy to discuss certain aspects of the future, such as one’s own mortality and what will happen after passing. Most people are uncomfortable with discussing their own deaths or the possibility of experiencing a medical emergency that could leave them...
Effectively addressing debt in an estate plan
One of the primary goals of creating an effective legal and financial strategy for the future is making plans that will protect the interests of loved ones. For many Florida adults, this means developing an estate plan that will determine how they will distribute...
Estate planning and the protection of intellectual property
One of the main goals of establishing specific legal and financial plans for the future is the ability to shield assets and ensure property ends up in the right places after the owner passes. When Florida adults create estate plans, they typically address the...
Why are older Americans failing to create estate plans?
Planning for the future is important, regardless of age, income level or health status. However, it is especially important for older Florida adults to create estate plans as this will allow them to secure their interests as they face the future. Unfortunately, many...
Adequate preparation for your digital estate plan
There are many benefits to planning for the future, including assurance that your interests are secure, peace of mind regarding your medical care and knowing that your heirs will receive your estate as directed. However, estate planning is not always a straightforward...
Adding creativity to the estate planning process
While it is impossible to predict what will happen in the future, creating an estate plan provides one with the opportunity to have a measure of control over certain matters. However, due to the unpredictability of life and living in uncertain times, it may seem...
5 rules to know for a Florida power of attorney
There are no rules in the Florida estate planning process regarding which legal documents must be included in a particular plan or which must be omitted. An estate owner can decide what to incorporate, and many people choose to include a power of attorney. If that is...
Successfully passing an inheritance to an heir
One of the primary goals of creating an estate plan is establishing a strategy that allows one to decide what happens to personal property after passing. It is common for an individual to want to pass his or her Florida estate to children or grandchildren, and many...
Estate planning when new children are born
After the creation of an estate plan, many adults assume that they have done what they need to in order to secure their long-term interests. However, estate planning is a fluid process, and plans should be adjusted over the years when life changes. This is especially...