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October 2016 Archives

When to change your estate plan

Creating an estate plan is important for individuals and families. Creating an estate plan does not have to be a difficult process, especially when working with an experienced attorney. But for many, it is a relief to have the process complete and necessary protections in place.

Long-term care: Not what you bargained for?

No one expects a catastrophe to happen. But they do: Car accidents, chronic or terminal disease, dementia. There is no way to tell what the future holds, but planning for it could mean the difference between leaving your kids a headache--or an inheritance.

Want to keep your beach house in the family? Consider a few things first.

Many families have cherished memories at their beach houses or lake homes in Florida. Maybe you watched your children go from toddlers playing in the sand to teens learning to surf. Or maybe you, yourself, have childhood memories that you want to hold on to.

4 common estate planning mistakes

Have you ever thought about what you'd like to happen to your assets after you're gone? Chances are you've given it at least a little thought. Maybe you joked with your child about the inheritance they'll get one day. Or perhaps you know that you'd like a cherished heirloom to stay in the family.

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