Author Archives: Site Administrator
There are many reasons to review and change your estate plan
When you create an estate plan, you hope that every decision you make will remain relevant for the rest of your life. Unfortunately, there are times when you need to review and change your estate plan. Although this may disappoint you, it’s good to know that the changes you make will give you peace… Read More »
There’s no time like the present to get that estate plan in order
Memorial Day kicked off the unofficial start of summer, but what is more important is to remember America’s soldiers who were killed in the line of duty. Of course, not everyone has to be a service member to have an unexpected death. That is why it is important for people in Florida to be… Read More »
Estate planning tips during your 40s
When you reach your 40s, your life begins to change in many ways. Your children are getting older, your career is in full swing, and you may be thinking about retirement. During these 10 years, you also need to focus on your estate plan. Do you have an estate plan in place? Do you… Read More »
Trust, prenup at issue following Alan Thicke’s death
Florida residents may be interested to hear that a war may be brewing between the children of late actor Alan Thicke and his widow. In 1988, Thicke drafted a living trust. Later, when he married his now widow he entered into a prenuptial agreement with her in September 2004. The couple wed in May… Read More »
Who is liable in your Florida car accident
Car accident liability tends to boil down to the questions of which driver was at fault for the crash, and was that driver negligent? Negligence relates to a person’s failure to act in a reasonable way to prevent harm to others. Florida civil courts determine the issue of “reasonableness” based on what a reasonable… Read More »
Don’t wait to fund your trust
Revocable living trusts are a popular way for residents of Florida to pass their assets on to their loved ones. However, the story doesn’t end when the trust is written and the person creating the trust, the trustor, signs on the dotted line. In order for a trust to operate as it should, the… Read More »
Is there a difference between fair and equal in estate planning?
Parents of young children may strive to keep things fair between their children. For example, parents may set an age at which the child can have a later bedtime, watch certain movies or television shows or start dating. However, it is not always that easy to treat your children equally when the children grow… Read More »
Protect your autistic child with a special needs trust
Two decades ago, cerebral palsy and Down syndrome were the most common disabilities parents had to plan for when having children. These days, however, due to prenatal testing and better prenatal care, rates of both of these conditions have gone down. The rates of children being born with Autism Spectrum Disorders, however, has increased… Read More »
How does a ‘life estate’ factor into estate planning?
The family home is where the heart is, but what will happen to your home when you die? Some people in Ft. Myers may have left their home to their children in their will, but that will still needs to go through probate, which could be a long and pricey process. Are there any… Read More »
Money goals in your 50s could impact your estate plan
As you go through the process of creating an estate plan, it’s important to make note of any and every detail that could impact you and your family, both now and in the future. Your age has a lot to do with the approach that you take. For example, if you’re in your 20s… Read More »
