It is critical for each adult to consider his or her future legal and financial interests, regardless of age, income level or state of health. Planning for the future is an important step for virtually all adults, yet many adults delay the estate planning process....
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Estate Planning
Estate planning for memorabilia collectors
One of the primary intents of planning for the future is ensuring that one’s personal assets end up in the right places after the owner passes. Each individual has the right to have the final say over what happens to his or her property, and the ideal way to...
Certain documents are essential in most estate plans
There is no one-size-fits-all approach to planning for the future, but there are certain things any Florida adult will be wise to include as part of his or her overall strategy. Every estate plan is different, but there are certain documents that will allow one to...
Estate planning issues regarding a house
Many Florida homeowners have children, either minors or adults, whom they might want to take over ownership of their home when they die. Many people have been led to believe that it is always best to avoid probate by gifting a house to a child or by adding his or her...
The impact of divorce on existing estate plans
The end of a marriage is going to change everything for a Florida couple, from where the kids live to their financial lives. Another area to keep in mind when divorcing is existing estate plans. These are documents that outline one’s intentions and goals for estate...
The easy location of estate planning documents is critical
After the death of a loved one, family members will be left with the task of settling his or her remaining affairs and closing the estate. This can be a complex process, especially if there is difficulty locating critical documents that will provide guidance and...
Legal and financial resolutions for the new year
The start of a new year is a good time for one to identify areas where improvements or changes are needed. Resolutions can involve health, personal habits, professional life and more, but they can also involve estate planning. This is a time when a Florida adult can...
How to best pass an inheritance to children
One of the primary concerns for most Florida parents is ensuring that their children have what they need in the future. Parents can address this need through the terms of their estate plan, passing along assets to their heirs and beneficiaries in their will or by...
End-of-year estate planning moves to make
The end of the year offers an opportunity to reflect and make choices that could prove beneficial in the year to come. One of these areas is estate planning, and Florida adults may find it beneficial to discover what improvements they need to make to their existing...
Holidays offer opportunities to discuss estate planning goals
It may be difficult for a Florida adult to discuss the details of his or her estate plan with family members. Talking about what will happen after passing away or in the event of incapacitation can be a sensitive matter, but it is helpful for a family to understand...