Estate Planning

Buying a home often marks the start of a new chapter in life. However, if the property will be your primary residence in Florida, the purchase may affect more than just your finances. It could also mean your estate plan needs updating so it matches what you currently...

When you get divorced, it can mean significant changes have to be made in your life, so you may create a divorce checklist. You will need to make a post-divorce budget since you will now have to cover all of your necessary costs on one income. As you make this...

You’ve taken the time to create a will and maybe a trust. You’ve signed the necessary paperwork, and there’s a sense of relief that your affairs are finally in order. But what happens if you leave out some assets or don’t get around to including some new assets you...

Many adults have an estate plan, and those who don’t should consider creating one now. Some people may not realize that shifts that occur when a person retires may mean that long-term planning needs to shift along with them.  For people who are retired, reviewing and...

You just got your first job and started living on your own. Maybe you opened a retirement account or bought your first investment. At this point, estate planning might feel like something you do later in life. But you can actually start as soon as you turn 18.  At...

Estate planning involves more than just detailing who will receive your assets when you’re gone. It should include planning for your incapacity. If injury or illness leaves you unable to manage your own affairs, whom do you want to have that responsibility? Certainly,...

When making an estate plan, a power of attorney is a way to give authority to another individual. One example is a medical power of attorney. Rather than using a living will to leave instructions for your doctors about the healthcare that you want, you could draft a...

When you have money, it’s easy to assume that the wealth will automatically reach your loved ones after you pass. But that’s not always what happens. Many assets are left untouched in old savings accounts, forgotten insurance benefits or even safe deposit boxes no one...

Including advance healthcare directives in your estate plan empowers you to make informed decisions about your medical care before a crisis occurs. They help ensure your preferences are respected if you become unable to express them due to illness or injury. In a...

Becoming a grandparent is a joyful milestone that often comes with a renewed focus on family. Along with the excitement of welcoming a new generation, many grandparents begin to think about how best to protect their loved ones and provide for the future. Estate...