Estate Planning

Trusts are versatile tools and can serve various purposes, from protecting assets to ensuring that they're distributed according to one's wishes after passing. They’re created by the grantor, held by the trustee and distributed to the beneficiaries. An estate plan...

Creating an estate plan is the smart and responsible thing to do. However, to ensure a smooth transfer of assets and that your wishes are carried out, you must have the right documents.  Learn about the essential documents for your estate plan here.  A Will A will is...

Many Floridians have relocated here from states farther north. Some wait until their retirement years and make their winter or vacation home their permanent one. Others relocate with their company or simply on their own if they have the kind of job they can do...

Estate planning is an incredibly important and complex process. It allows you to make plans for the future, pass your assets on to your heirs and generally provide guidance to your family concerning your wishes and priorities. When you pass away, this plan can help...

Estate planning is a greatly rewarding endeavor. An estate plan would help your loved ones decide how assets are distributed according to your wishes. You can even set up a power of attorney to act on your behalf if you’re incapacitated, name a child guardian for...

The reality is that as you grow older, your risk of becoming incapacitated due to illness, injury, or cognitive decline increases. While this is unfortunate, incapacitation is something you can prepare for. Acknowledging that it can happen to anyone at any time,...

When thinking about estate planning, most people choose their heirs from their relatives. But not everyone marries and has children. When these people pass on, they may have no descendants or other living relatives to inherit their estate. Alternatively, some people...

An estate planning involves the anticipation of a testator's passing and the preparation of estate distribution. Estate plans are a lot more complicated than that, however. Here’s what is included:  A will A will is the most basic legal document that’s made in an...

Estate planning is essential to managing your assets and ensuring that they are distributed according to your wishes after your passing. Unfortunately, many people fall prey to some estate planning myths that can lead to significant consequences for their families and...

Everyone who is considering their estate plan has unique needs. Some individuals have few assets and primarily need to protect themselves from the dangers of incapacity. Others have dependent family members who require careful consideration and possibly expensive life...