Estate Planning, Probate, Guardianship & Elder Law
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Are you considering your options for estate planning in Florida? You may have looked into trusts, specifically revocable living trusts. What is a revocable living trust? A revocable living trust is a legal document that allows you to transfer ownership of your...
Establishing a trust can be an effective asset protection maneuver. For many people in Florida with disposable assets that need protection from tax evaluation and other exposure, trusts are indeed good financial tools. However, true protection often only comes when a...
No matter where you reside in Florida, having a plan for your assets after you're gone is essential. Estate planning can provide you with peace of mind because you'll know that your loved ones will have financial security after you've passed away. Understanding a few...
Estate planning involves deciding who will inherit your assets and property when you pass away. Planning your estate also entails giving someone the power to manage your financial affairs if you become incapacitated. If you're a Florida resident, here are some things...
A trustee is a key player in estate planning. They are responsible for carrying out the wishes of the estate owner as written in the will. This can be a difficult job, and it is important to choose someone who's qualified and trustworthy. Who is a trustee? A trustee...
Florida law allows people to make legal decisions or take care of a minor or an adult that is incapacitated or in a mental condition that affects their judgment. If you have such a person in your life, here are the requirements and laws to abide by as a guardian....
An advanced health directive or just an advanced directive is an important part of end of life planning in Florida. It's crucial for establishing what your wishes are in terms of medical needs. It doesn't take much time to set up this type of a document, and it can...
Planning your estate in Florida must involve your family to prevent legal conflicts. You don't want family members to argue over money and personal belongings that you may or may not want them to have. Estate planning is an often-avoided topic of discussion, but it...
In Florida, estate planning and charity are important to consider together. Positioning your estate for wealth creation, retirement and later death should also include a plan for giving. How much you give is a personal matter, but you have no limits. Florida laws...
Almost everyone in Florida has some digital assets that are not tangible, meaning they can only be accessed online. Some digital assets have monetary value while others are just highly sentimental. When you are in the process of planning your estate, it’s important...