Category Archives: Estate Planning
How To Create A Legally Binding Funeral And Burial Plan
Many people have very specific wishes regarding their funeral and whether they want to be buried or cremated. Perhaps you want to be buried next to a loved one, or maybe you want to be cremated and have your ashes spread somewhere. Regardless of what your wishes are, you may think including them in… Read More »
Six Common Details People Overlook In Estate Plans
People often embark on estate planning to create a clear path for their property and to give their loved ones peace of mind after they pass away. In Florida, property often includes real estate, vehicles, and personal belongings that have both financial and sentimental value. Although many people take the important step of drafting… Read More »
Approaching Retirement? Four Things You Should Know About Estate Planning
Retirement is something you have worked hard for. Now it is in sight and it should not feel like there are so many things you still have to do before you reach the milestone. Many people reaching retirement, though, struggle with the question of what will happen to the legacy they have built. Estate… Read More »
Common Misconceptions About Estate Planning In Florida
Many people understand the importance of estate planning, but they still put it off for many reasons. Sometimes this is because they have believed one, or more, of the many misconceptions that have evolved over the years regarding estate planning. It is important to know what these misconceptions are, and the truth behind them,… Read More »
Preserving Family Harmony When Passing On Wealth In Florida
Estate planning in Florida is about much more than executing legal documents and transferring assets. It is about protecting familial relationships. The real risk for high-net worth families is not probate or taxes, but disputes arising between those you love the most. Without careful planning, passing down wealth can result in misunderstandings, tension, and… Read More »
FAQs About Estate Planning In Florida
When managing your finances, estate planning is a critical step. It is also one that is often overlooked. Like all states, Florida law determines who will receive your property after you pass away. By drafting an estate plan, you can ensure that your wishes are known and will be respected. When embarking on estate… Read More »
Three Legal Documents All Parents In Florida Need
Becoming a parent will change every aspect of your life. Not only do you have to provide for your children today, but it is just as critical to protect them from the unexpected of tomorrow. Many parents think they have a lot of time to plan for their children‚Äôs future, or they make informal… Read More »
Can A Beneficiary Serve As A Personal Representative?
When you are drafting your estate plan, there are many roles you must consider. The personal representative you choose is an important one, as this is the individual who will be responsible for administering your estate after you pass away. You also name beneficiaries, who are the individuals or other entities, such as charities,… Read More »
How To Protect Family Heirlooms From Probate
Of all the property you own, family heirlooms may hold the most value. Whether the value is sentimental or monetary, you likely want to protect these family treasures as much as possible. If you overlook your heirlooms when preparing your estate plan, they may become susceptible to disputes, mismanagement, or outright loss. Below, our… Read More »
What To Bring To Your Consultation With An Estate Planning Lawyer
Estate planning is a thoughtful matter you can do for your loved ones. If you ever become incapacitated or upon your death, an estate plan can ensure that your and your loved ones‚Äô interests are protected. Clearly, estate planning is very important but it is not something you should attempt on your own. A… Read More »