Category Archives: Estate Planning
4 Reasons Even Non-Millionaires Should Consider A Trust In Estate Planning
It is the most common reason that people use to justify not creating a trust as part of their estate planning, so there is a good chance you have either heard the excuse or even stated it yourself: A lack of wealth. Approximately 1 in 3 respondents to a survey conducted by Caring.org stated… Read More »
Overview Of Self-Proving Affidavits For Florida Wills
Most people are aware that a testator (the person who is making the will) must be of sound mind and body to create a will, but there are many other legal criteria that must be met to ensure it is legal. One important requirement relates to signing and having other witnesses observe the execution… Read More »
Tips When Choosing Fiduciaries For Your Florida Estate Plan
Anyone in the early stages of research about Florida estate planning will probably realize the benefits in terms of avoiding legal limbo, managing incapacity, and protecting your legacy. You might even be aware of the options that are available under state law and which ones would benefit your situation. However, some individuals come to… Read More »
Three Pillars Of Florida Estate Planning
Despite the fact that more than half of Americans consider estate planning to be at least somewhat important, statistics indicate that many are lagging behind when it comes to taking action. According to an annual survey conducted by Caring.com, just 33 percent of adults have a will or living trust in 2022. Though the… Read More »
Reasons To Consider Changing Your Florida Will
You get a great sense of accomplishment when you work with your Florida estate planning attorney to prepare and execute your Last Will and Testament. Your will is one of the most important cornerstones of your legacy when you pass, and it may work in conjunction with a living trust or other documents. However,… Read More »
Next Steps After Signing Your Florida Estate Plan Documents
You will probably breathe a sigh of relief or even share a toast when you complete the Florida estate planning process and sign all the necessary documents. There is a great sense of accomplishment at finishing this very important task, and you get peace of mind knowing arrangements are in place for incapacity and… Read More »
Your Florida Estate Planning Update Checklist
Just as you conduct seasonal chores, take your car in for routine maintenance, and keep regular appointments with your doctor, it is equally critical to review your Florida estate plan on a periodic basis. Still, even though you know the importance of updates, it can be difficult to determine exactly when or how often… Read More »
Assets You May NOT Want To Transfer Through A Florida Estate Plan
When you think of the different mistakes people make with estate planning, the first that comes to mind is not doing anything at all. Details from an estate planning survey conducted by Caring.com reveal that this oversight is far too common, as 2 out of 3 adults in the US have not taken steps… Read More »
4 Reasons To Revoke A Florida Power Of Attorney Or Advance Directive
It was a smart move to execute a power of attorney and/or health care advance directive as part of your estate plan, as these two documents go a long way toward protecting your interests if you become incapacitated. Florida defines incapacity as lacking the ability to manage and make responsible decisions regarding your assets… Read More »
Avoid These Celebrity Estate Planning Mistakes
Of all the different reasons cited for not addressing estate planning, not being rich enough seems to make it on the list for many people in Florida. Unfortunately, this is also one of the most damaging misconceptions: According to Forbes, one of the top myths about estate planning is lack of wealth or assets… Read More »
