Established — Experienced — Knowledgeable
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...
Pets are an integral part of life. Remembering to include your pets in your estate plan is important to ensure their care after you’re gone. Pets are family members, and planning their future can provide peace of mind. Choose a caregiver The initial step is to select...
Imagine spending years laying down the foundation of your estate plan, carefully securing your legacy and your family’s future, only to have it all unravel due to a simple oversight. Failing to address these crucial gaps now can leave your beneficiaries to navigate...
Alzheimer's disease can cast a shadow not just on the patient's health but also on their families. In Florida, where hundreds of thousands enjoy their golden years, navigating estate planning with Alzheimer's can be overwhelming. Here are some things to consider,...
One of the benefits of the Florida estate planning process is that you can customize your plan to meet your needs. For example, if you do not have minor children, there is no need for you to designate guardians as part of your last will. In some cases, several...