Category Archives: Estate Planning
Avoiding Potential Pitfalls With Your Estate Plan
Avoiding Potential Pitfalls With Your Estate Plan Have you thought through all the potential pitfalls about your future plans? Consider these scenarios while you review your estate plan. Good for you if you already have an estate plan. People of all ages and from all walks of life understand some of the vital aspects… Read More »
Don’t let potential tax reform stop you from estate planning
Many of our readers in Florida are probably seeing a lot of reports about the potential for federal tax reform. In Florida, with no state income tax, any change to the federal tax code is a pretty big deal. The potential for changes may even have many people taking a “wait-and-see” approach when it… Read More »
Should women approach estate planning differently than men?
Married couples often approach the estate planning process together. After all, most married couples jointly own many different assets, such as homes and automobiles, so they have an interest in making sure that their estate plans match up. For most couples, the primary beneficiary of the estate is the other spouse. But, should women… Read More »
What are the basics of guardianship law in Florida?
There are circumstances in which Florida residents become incapacitated in some way and are, therefore, unable to make decisions regarding their healthcare or finances. When this occurs, a guardian may need to be appointed by a court. So, what are the basics of guardianship law in Florida? Well, for starters, it is important to… Read More »
Checking off each step in the estate planning process
For most Florida residents, the first part of estate planning is to “demystify” the process. After all, most people aren’t familiar with the various aspects of estate planning that can have a significant impact on your assets. A recent article came up with a “checklist” to help Americans understand what needs to occur on… Read More »
What are the biggest myths about estate planning?
Many Florida residents are probably under the impression that estate planning is difficult. In some cases, they are right. But, there are quite a few misconceptions about estate planning. So, what are the biggest myths about estate planning that our readers should know about? For starters, probably the biggest myth is that the only… Read More »
How a living will can help your family
There are a lot of items that people in Florida need to be taken into consideration when working on their estate plan, which can include a will or a trust. By creating a trust, one may be able to avoid probate, which in the end can save your loved ones time and money. Moreover,… Read More »
Estate planning for same-sex couples presents unique issues
Despite the fact that the rights of same-sex couples have come a long way in recent years, same-sex couples in Florida and across the nation face issues in their daily lives that opposite-sex couples do not. For example, estate planning is important for all adults in our nation, but it presents complexities for same-sex… Read More »
Even those without children should consider estate planning
For many very personal reasons, some people in Ft. Myers do not have any children. However, this doesn’t mean they do not need an estate plan. That being said, estate planning for those with no children can present certain unique complexities. For example, even though they may have no close relatives, they still should… 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 »
