10 Ways to Know It May Be Time to Update Your Estate Plan at the End of the Year
In our Florida estate planning practice, we often encounter clients who haven't given their estate plans a second thought since their initial creation. Life is dynamic, however, and changes both big and small can significantly impact the effectiveness and relevance...
6 Reasons Why a Revocable Trust May Be Better Than a Last Will and Testament
Planning for the distribution of your assets, the care of your loved ones after you pass away, and the legacy you want to leave behind is an essential aspect of responsible financial and estate planning. While often people rely on a last will and testament as their...
What Information Do I Need to Know About Will Contests in Florida?
Did you know that when an individual passes away, their last will and testament becomes THE document that dictates the distribution of their assets and property. An individual’s last will and testament should allow everything to go according to plan, reflecting the...
What Are The Chances Your Florida Estate Plan Will Be Followed?
Were you aware that with Florida estate planning you are taking a crucial step in ensuring that your assets are distributed according to your wishes after your passing? Your estate planning allows you to make important decisions about your finances, property, and the...
11 Tips to Support Family Caregivers During National Family Caregiver Month
November is recognized as National Family Caregiver Month. This provides us with a time to acknowledge our selfless family members who pour their time, energy, and love into caring for a loved one. Often, these caregivers are assisting aging parents or other loved...
Understand the Rights Trust Beneficiaries May Have
Are you aware that in Florida estate planning, trusts are a fundamental part? And, that they offer a means to protect and manage assets for the benefit of specific individuals or entities? However, while trusts provide a structured framework for wealth management, it...
What are the Pros and Cons for Fighting a Probate Claim?
Have you recently lost a loved one? We fully understand that the passing of a loved one is a difficult time. You not only have to deal with a mix of emotions, but also have to work with the legal intricacies of probate which can be daunting amidst the emotional...
Do Trust Beneficiaries Have Rights in Florida?
Did you know that trusts are a fundamental component of Florida estate planning, offering a means to protect and manage assets for the benefit of specific individuals or entities? Trusts provide a structured framework for wealth management, but it is important to...
Should I Obtain a Power of Attorney Even if I’m Married?
Are you recently married? Do you live in Florida? Are you concerned about whether you should have a power of attorney? A power of attorney (POA) is a legal instrument that grants an individual the authority to act on behalf of another individual in various matters,...
Questions You Need to Answer to Protect Your Business in Your Estate Plan
Are you a Florida business owner? Have you invested significant time, effort, and resources into building and growing your enterprise? Then, of course you want to ensure that your hard work and the value of your business are protected and will continue to thrive, even...