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...
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Estate Planning
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...
Interesting estate planning questions to consider
There can be various challenges associated with planning for the future. When creating an estate plan, Florida adults may find that they need to address specific matters that are unique to their individual situations. Thankfully, an estate plan can be custom-tailored...
Certain life events can necessitate changes in an estate plan
Planning for the future is a process that involves deciding what should happen to Florida property and assets after one passes, as well as health care preferences in case of mental or physical incapacitation. The decisions one makes during the planning stage are often...
The essentials to a complete estate plan
Long-term legal and financial planning requires one to consider his or her potential needs and wishes for the future. This could include what happens to personal assets after passing, who should oversee the closure of the estate, specific medical preferences and more....