Estate Planning

Getting started with estate planning can feel overwhelming. Many people delay the process because they aren’t sure where to begin or worry that it’s too complicated. However, taking the first step doesn’t have to be intimidating—especially with the help of artificial...

The current provisions of your estate plan are not permanent. You can always update your estate plan, and one of the changes you can make is your choice of executor. You may need to replace them in certain circumstances.  Here are four examples of such circumstances:...

There are plenty of decisions to make when creating an estate plan. You likely spent considerable time deciding on the distribution of your assets. However, just as important is determining who will handle the distribution. The characteristics of a good executor An...

Florida's allure extends beyond its sandy beaches and vibrant culture. It's a magnet for retirees and those seeking a change of pace. Yet, beneath the sun-kissed facade lies a legal landscape that's anything but static. Estate planning laws, much like the tides, are...

Inheriting a home, even if it’s one you don’t plan to live in, can potentially be a financial windfall. That’s particularly true if it’s been well cared for and is an area where real estate values have increased significantly over the years.  It can also be a mixed...

Most people who are fortunate enough to be able to leave their loved ones money and other valuable assets when they pass away intend for those assets to make their lives easier and to help them achieve their goals. This can include putting their kids through college,...

People putting together estate plans may use a variety of different documents to address their assets and protect their families. Most people focus their efforts on their highest-value assets first. Typically, people worry about what may happen to their homes when...

Drafting a will is one of the most important things any adult can do. Nonetheless, a significant number of adults have yet to address their estate plan at all.  A will is the starting point of any estate plan, and it can serve several key functions. Why should you...

What your estate plan looks like and what kind of estate planning tools are at your disposal depend in part on where you live. All states have some unique laws, and Florida is no exception. For example, our state allows people to name their own “preneed guardian.”...

Losing a loved one is never easy, and when their will does not reflect your understanding of their wishes, it adds a layer of complexity to the grief. Does the will reflect their wishes, or did someone coerce or trick them into making changes? If you suspect someone...