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Do you need a living will?

If you are under the age of 50 in the Casselberry area, chances are you are still working on amassing your fortune. You may have all sorts of plans in place to help you achieve your goals. Because you are just starting to hit your stride in life, you may not feel the need to tackle estate planning at this time. But that does not mean you should not. 

Don't forget to fund your trusts!

You may have spent a great deal of time setting up your estate plans to provide for your family when you die. But if you forget to fund your trusts, all your hard work may be in vain.

What is a competency hearing?

When other provisions are lacking in estate plans, a testator may need a guardian to make financial and/or health decisions in his or her behalf. If the person voluntarily decides to appoint one, then no formal court hearing is necessary. However, if the person has not named a guardian, and you feel that one is necessary, you can take steps to establish an involuntary guardianship to protect your loved one.

Giving sentimental items a place in your estate plan

This summer, the family of deceased Coast Guard captain Albert Frost almost lost the key to the city of Washington, presented to him in 1957. Only through a set of unlikely coincidences were they able to retrieve it before it was sold through an online auction.

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