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Don’t neglect your estate plan after you write it. You should at least review it periodically to see if you need to make any changes. Some people will establish a biannual review schedule, for example. At the same time, though, it’s important to recognize that major...
It can be stressful to figure out how your assets should be distributed when you pass away. This can be especially true if you’re worried that your heirs and beneficiaries will lean too heavily on their inheritances, thereby minimizing the contributions that they make...
Many retirees split their time between their northern homes and Florida's warm beaches, especially in Sarasota and Bradenton. This seasonal lifestyle brings joy and creates special legal needs for estate planning. Having two homes in different states means you need...
A revocable living trust offers a flexible way to manage your assets during your lifetime while ensuring a smooth transfer after your passing. Unlike a will, a trust allows you to avoid probate and maintain privacy. Trusts provide several benefits that can simplify...
Planning for your family's future brings up many questions about inheritance. In estate planning, you often hear the terms "heir" and "beneficiary." Many people use these terms interchangeably, but they mean two different things under Florida law. Understanding these...
As a parent, you've worked hard to build a legacy for your family. But what if your adult child struggles with addiction, gambling, or compulsive spending? These challenges can turn your dream of financial security into a nightmare of squandered resources. These...
You are not a newcomer to marriage, but that does not mean you are immune to the complexities of estate planning. Your second or third marriage may bring even more challenges, such as blended families, stepchildren and accumulated wealth. This makes it essential to...
A power of attorney (POA) legally empowers a person to choose another individual to make decisions in their stead. This arrangement is incredibly beneficial, especially for loved ones who may be elderly or facing health challenges. However, the same authority that...
Estate planning for couples with a significant age difference presents unique challenges that same-age partners may not face. One partner might be nearing retirement while the other is still climbing the career ladder. This disparity can lead to intricate financial...
Life is unpredictable, and planning for the future can feel overwhelming. You may wonder how to ensure your medical preferences are respected if you're unable to communicate them. Enter the living will – a powerful tool that can align with your family's goals and...