9 Steps for Organizing Your Financial Records in the New Year
As the New Year gets underway, it is the perfect time to organize your financial records and prepare for the future. An orderly financial life is crucial, especially when considering estate planning and managing your assets. It can help you lay the foundation for not...
Give the Gift of an Estate Planning Legacy This Valentine’s Day
As Valentine's Day approaches, we encourage you to consider giving an enduring gift that extends beyond chocolates and flowers: the gift of a secure legacy. Estate planning may not be the first thing that comes to mind for a romantic holiday but, believe us when we...
Does a New Year Mean You Need New Insurance Policies to Protect Yourself?
Does a New Year mean you need new insurance policies to protect yourself? As the New Year begins have you thought about reviewing your insurance needs? If you only have the usual insurance policies, for example on your house or car, you probably need to think about a...
Essential Tips and Strategies for Updating Your Florida Estate Plan in the New Year
Are you welcoming the New Year by either starting or updating your Florida estate planning? In Florida this is crucial because there may be specific state laws that could seriously impact your planning. In our Florida estate planning law office we would like to assist...
Is Ensuring You Can Avoid Florida Probate Possible for You in the New Year?
As we embark on a new year, it is an opportune time to reconsider our estate planning strategies, particularly focusing on Florida probate avoidance. Many individuals mistakenly believe that a last will and testament is sufficient to bypass the probate process....
Understanding the New Corporate Transparency Act
Have you heard of the Corporate Transparency Act? In fact, the Corporate Transparency Act (CTA) is set to go into effect on January 1, 2024. What does this mean? This Act represents a significant shift in the way reporting companies in the United States must disclose...
Are There Assets I Should Consider Funding into My Florida Trust Agreement?
Are there assets I should consider funding into my Florida trust agreement? The decision to fund specific assets into your Florida trust agreement should be made wisely, taking into account the intricacies of your financial situation, family dynamics, and long-term...
Am I Required to Fund My Florida Trust Agreement?
Am I required to fund my Florida trust agreement? When it comes to questions about funding your Florida trust agreement, we would highly recommend working with your experienced Florida estate planning attorney. He can work with you as you navigate the intricacies...
Could Your Florida Power of Attorney Not Work as You Intend?
Do you have a Florida power of attorney? Could your Florida power of attorney not work as you intend? What exactly is a power of attorney? The Florida power of attorney (also referred to as a POA) is a powerful Florida estate planning tool. With this legal document...
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...