Your estate planning checklist may consist of making a will, establishing a trust and creating an advance health care directive. If you have an adult child with special needs, however, that list should also contain one more thing: a guardianship. You do not want your...
Estate Planning
5 qualities of a solid estate plan
A will is only the first step in end-of-life planning. A comprehensive estate plan, such as one that also includes a trust and advance health directives, is better in protecting your assets, wishes and beneficiaries. As you meet with your lawyer to make your...
3 ways to beef up your estate plan
When it comes to estate planning in Florida, you may think that everything you include is written in stone. Although you can leave behind detailed instructions about how you want your loved ones to manage your estate, issues may come up that could result in your...
Determining what estate plan is best for your family
When you begin planning your estate, you might feel overwhelmed by all of the options for different types of trusts and wills. This is understandable — there are many, and the specifications of each are important to pay attention to. According to Forbes, 51 percent of...
What art collectors need to know about estate planning
Collecting art is a hobby for some and a passion for many more. Whether you enjoy paintings or avant-garde sculptures, you have likely derived great joy from surrounding yourself and filling your home with such beauty. This is a joy you want to pass on to your loved...
Common estate planning mistakes you should avoid
Most people in Florida do not enjoy thinking about their deaths, but that does not need to prevent them from taking measures to protect their estates and loved ones’ futures. They may try to rush through the estate planning process so they can think about more...
Tips for choosing the executor of your estate
The first step most people take in planning for the end of life is creating a will. Wills usually include asset distribution, disinheritance, funeral wishes and guardianship if applicable. Another piece of information it must contain is the executor of the estate. You...
Requirements for a valid will in Florida
Most people know they can use their will to distribute their property after they pass. However, if you want to be sure your wishes will be carried out, you need a valid will. Every state, including Florida, has laws that set out specific requirements for a valid will....
4 things you need to know about disinheriting your children
You have probably seen a movie or TV show that featured a dramatic threat of disinheritance. Too often, inheritance is portrayed-and actually used-as a bargaining chip in relationships. There are many legitimate reasons, though, that you may be considering it. If you...
Divorced? Have you updated your estate plan?
Divorce is often ranked as one of the most difficult life experiences. Most people consider the emotional challenges of going through a divorce and changes to the family structure. But there are many technical and legal aspects of a divorce, as well. One often...
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