Recent Blog Posts
Are there ways to avoid court-appointed guardianship?
Many senior citizens fear the complications of old age. They’re afraid of not being able to perform the physical activities that they once did. They may also be afraid of becoming mentally incapacitated and losing control of their assets by having a court-appointed guardian assigned to them. But, are there ways to avoid this… Read More »
The importance of updating your estate plan
Many people think that once an estate plan has been developed, that’s one more item to cross off the to-do list. Just slip it into a drawer and forget about it. Nothing could be further from the truth. With every year comes change to accumulated and available assets. And one of the most important… Read More »
Risks and benefits of using a corporate trustee
Most Florida residents know that having an honorable and dedicated trustee should be a key part of any good estate plan. That’s why many testators choose a beloved family member or close friend to be their trustee. However, if a testator does not have a close friend or family member, they may opt to… Read More »
The next level of estate planning: Two tips to preserve wealth.
Building wealth is a lifelong endeavor. You can increase the likelihood that these assets not only survive a transfer, but continue to grow. One proactive measure to help better ensure continued growth is to put together an estate plan. When putting together your estate plan, two specific steps that focus on preserving wealth are… Read More »
Judge believes it will take time to settle rocker’s estate
Most Florida residents know that not having a will can lead to big problems for potential heirs. Without the proper estate planning tools to guide them, a decedent’s family will not know how to correctly allocate assets from the estate. Worse, the heirs may begin to fight with one another over what asset belongs… Read More »
Basic differences between wills and trusts
Most Florida residents know that they need an estate plan. It doesn’t matter if their assets are comprehensive or more modest in size; they know that the best way to make sure that their final wishes are followed is to develop a good estate plan. They probably also know that wills and trusts form… Read More »
3 estate planning tips to help Boomers prepare for retirement
Retirement is quickly approaching or already beginning for most Baby Boomers. This innovative and independent generation has many things to look forward to, potentially including travel to exotic locations, road trips across the country and taking the time to learn new things. Whatever adventures await, this generation also has a hurdle to overcome that… Read More »
Financing Fido: Should you consider a pet trust?
Pet lovers often consider their dogs, cats, birds and other pets as fury, feathery or scaly family members. Opening your home to a pet comes with many joys, results in some interesting stories and can even have some health benefits – but it also comes with a cost. A literal cost. The care and… Read More »
Case shows how estate planning snafu snubs intended beneficiary
The devil is in the details. This phrase is often true when it comes to legal matters. A recent case is bringing attention to just how important the details are when it comes to estate planning. What happened in this case? The case involves a woman who was going through a divorce. In an… Read More »
What advantages can a living will provide?
An estate plan should usually include different types of documents that establish all of a testator’s final wishes. And, while wills and trusts usually form the foundation of a good estate plan, there are other equally important documents that could be considered. One type of document that can provide specific estate planning advantages is… Read More »
