Recent Blog Posts
Where Should You Store Your Estate Planning Documents?
You have put a lot of thought and care into creating estate planning documents that will protect your family and ensure your final wishes are fulfilled. However, if no one can find these documents upon your passing, they may not provide the protection you had thought they would. The court may even presume you… Read More »
How To Protect Your Digital Assets
As you start creating your estate plan, a few assets may immediately come to mind that you want to protect. Your home and your vehicle may be just two of these. However, did you know it is important to protect your digital assets, too? Digital assets can include property such as Bitcoin, security tokens,… Read More »
Four Ways To Avoid Probate
In some situations, probate is a necessary process after someone passes away. During probate, the nominated Personal Representative, also known as executor, of a deceased person’s Will distributes assets among beneficiaries, defends against challenges to a Will, and is responsible for paying the decedent’s debts. Probate can become costly and it can take months,… Read More »
Four Ways Proper Estate Planning Can Protect Your Children
As a parent, protecting your child is the most important thing to you and an estate plan is one way to protect your children. Regardless of the age of your children, a proper estate plan can eliminate questions and avoid disputes in the event of a crisis. Below, one of our St. Petersburg estate… Read More »
Assigning A Trustee For A Loved One’s Special Needs Trust
If you are caring for a loved one with special needs, you may worry about what will happen to them if you are no longer able to provide their necessary care. The decision of who will take care of their health, living, and financial needs is a very serious one. Fortunately, there are tools… Read More »
Five Tips To Consider For A Successful Estate Plan
If you have recently thought about protecting your business, retirement, and overall future, you may have considered creating an estate plan. If this is something you have yet to do, it is important to know many people are in the same situation. In fact, research has shown that only one-third of Americans have a… Read More »
Answers To Your Questions After Losing A Parent
The bond between a child and parent does not end once the child becomes an adult. Many people continue to rely on their parents for support and guidance long after they have become adults and even when they have families of their own. If your last surviving parent has recently passed away, you likely… Read More »
The Difference Between Transfer On Death And Payable On Death
Important elements of the estate planning process often involve helping loved ones avoid probate in the future. Probate can be a time consuming and tedious process, and it often means delaying your loved one’s inheritance for years to come. Probate can also become very expensive and the cost to administer the probate can be… Read More »
Three Reasons Many Trusts Fail
If you have a Florida estate plan, it may include a trust. A trust is a legal document into which assets are placed to be distributed to beneficiaries in the event the grantor (person who created the trust) passes away. Trusts are important estate planning tools that allow loved ones to avoid the probate… Read More »
How To Avoid Three Common Mistakes That Lead To Probate
Probate is a legal process during which the assets of a decedent are gathered and identified, the decedent’s debts are paid, and assets of the deceased are distributed to the beneficiaries. Although it is sometimes necessary, probate is a long and expensive process and it can result in family members waiting long periods of… Read More »