Tag Archives: Estate plan
Why Do Trusts Often Fail?
Are you wondering whether you should have a trust? Are you unsure what a trust is? A trust is an estate planning tool that you, the grantor, can place all your assets into. It is highly recommended that you have a Florida estate planning attorney help and advise you in the creation of your… Read More »
Three Ways DIY Estate Planning May Backfire on Your Beneficiaries
Love do-it-yourself projects? Thinking about doing your own estate plan? Is having a DIY estate plan better than not having an estate plan at all? Maybe not. If you decide to write your own estate plan without seeking counsel from a qualified Florida estate planning attorney, you could run into a lot of issues… Read More »
Estate Planning Remarriage Tips to Consider This Valentine’s Day
With thoughts of Valentine’s Day in mind during February are you planning to remarry, or have you already remarried? If your answer is yes to either query, there are three essential points about estate planning and remarriage that you may need to understand and discuss with your future or current spouse. In addition, you… Read More »
Ways to Create a Loving Legacy for Your Children This Valentine’s Day
Are you trying to find the perfect way to say Happy Valentine’s Day to your adult children? Like us, does it seem that finding the “perfect” way becomes harder as the years go by? How do you say “I Love You” as your children age? In fact, what matters to your children now or… Read More »
Reasons Why Estate Planning for Digital Assets is Important in the New Year
This month are you beginning to work on accomplishing your 2022 New Year’s resolutions? Did you include understanding how to protect your digital assets, which is currently a hot topic? Data security is in the headlines and digital privacy is on the mind of many Floridians. January is a good time to research how… Read More »
5 Questions to Use When You Create Your Estate Plan in the New Year
With the new year beginning, have you completed your New Year’s resolutions? As the month of January gets underway, we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? We want you to know that… Read More »
Have an Estate Plan? Review this End of the Year Checklist.
As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »
Do You Know How to Prepare Your Estate for Proposed Tax Law Changes
Are you aware of the news stating that the tax benefits that most Americans have benefited from for the past few years are under threat of being eliminated? In our practice, estate planning, and the variations surrounding passing your generational wealth to your family, continues to be at the forefront of our minds. Many… Read More »
Tips for Your Estate Planning as an LGBTQ+ Family
Since the Supreme Court legalized same-sex marriage in 2015, it would be easy to think that estate planning for LGBTQ+ couples would be just like heterosexual couples. Have you considered, however, that same-sex couples may have situations that require extra or special planning, such as adoption by non-biological parents or navigating unsupportive family dynamics?… Read More »
Moving to a New State? Remember to Update Your Estate Plan
Are you one of the many people who moved to a different state during the Covid-19 pandemic? If so, it may not have occurred to you that you should update your estate plan to match your new address. After all, so much happened in 2020 that it may have been at the bottom of… Read More »
