Estate Planning

Life can change in a single moment. A phone call can bring news of a layoff, the loss of a loved one or an unexpected move. These events can shift your priorities quickly. Yet your estate plan may still reflect an earlier stage of your life. In Florida, that gap lets...

If you decide to write a will, you are probably thinking about how you want to split your assets up between beneficiaries and family members. Maybe you want to make concrete plans, like putting assets in a trust so that you have a bit more control over how they are...

Creating an estate plan requires you to think about who will receive which assets. Once you know that information, you have to determine how you will get the assets to them. Some people choose to use a will to handle this, but there’s also the option of using trusts. ...

People planning their estates typically have two main options for testamentary instruments. Some people establish trusts that they fund with valuable assets. They can protect their assets and control the use of trust assets with proper planning. Others decide to draft...

If you’re a parent who is considering removing an adult child from your will, you’re not alone. Many parents consider disinheriting a child for a variety of reasons – many of which they think are for their own good. If an adult child has fallen into addiction to drugs...

Estate plans can help individuals support their loved ones after they die. Many people choose to establish estate plans to ensure the support and well-being of their spouses and dependent minor children after their passing. When family circumstances change, people may...

A power of attorney (POA) is a legal instrument that allows someone to make important decisions on another person’s behalf. In Florida, there are several different types of POA. Choosing the appropriate one depends on the specific needs of the principal.  Outlined...

Most adults haven’t taken the time to think about how their medical care decisions will be made if they can’t make those decisions themselves. All adults should take the time to get plans together that make their wishes known and gives someone the authority to make...

Creating a comprehensive estate plan takes a lot of consideration and time. But when it was complete, you probably felt relief knowing that your affairs were in order and your loved ones were provided for. However, you can’t just put your estate plan in a safe place...

Trusts are one of the tools that are available for people who are creating their estate plans. These are ideal for individuals who want to preserve their wealth and pass down their assets to their loved ones.  Some people may assume that trusts are only appropriate...