Tag Archives: estate planning
Navigating Insurance Options and Estate Planning for Comprehensive Protection
Have you thought about the fact that as the New Year begins, it is a great time to think about and reevaluate your insurance needs? Now, be aware, this means considering a range of insurance policies beyond the standard house and auto insurance. As Florida estate planning attorneys, we know how important it is… Read More »
6 Key Estate Planning Strategies to Embrace in the New Year
As the New Year begins, did you know that it is the perfect time to reflect on your life and make plans for your future? We realize that estate planning might not be top of mind, but it is critical to be sure your wishes are honored and your loved ones are taken care… Read More »
Overcoming Challenges When Your Power of Attorney Fails
Do you have a Florida power of attorney? Were you aware that the Florida power of attorney (also referred to as a POA) is a powerful Florida estate planning tool? The power of attorney, which is a legal document, allows you to grant someone you trust and select the legal authority to act on… Read More »
How to Find Help When an Aging Loved One is Suddenly at Risk During the Holidays
As you and your family begin the holiday season filled with plans of celebrations, gatherings and presents, are you concerned about your aging loved one? Have you been aware for some time of the growing fragility, slow pace and lack of self care in regard to your aging loved one and is it especially… Read More »
Is it Possible Your Florida Estate Plan May Not Be Executed as Intended?
Were you aware of the fact that Florida estate planning is an important step in being sure that your assets are distributed according to your wishes after your passing? With Florida estate planning you are making important decisions about your finances, property, and the well-being of your loved ones. Unfortunately, even with a well-drafted… Read More »
Understanding Your Entitlements, Rights, and Protections as the Beneficiary of a Trust
Are you currently the beneficiary of a Florida trust? Do you know why the trust was created and even wonder what it is? Trusts are a basic part of Florida estate planning. They offer a means to protect and manage assets for the benefit of specific individuals or entities. Trusts provide the structured framework… Read More »
Is a Power of Attorney Necessary for Married Individuals?
It’s not uncommon for couples to wonder about the extent of authority a spouse holds over their partner’s affairs, especially in the context of legal decision-making. A Florida power of attorney (POA) is a legal instrument that enables one individual to act on behalf of another, covering financial and healthcare matters. However, the assumption… Read More »
Key Ways to Include Digital Assets in Your Florida Estate Plan
In this digital age, are you aware of the increased complexity of Florida estate planning due to the growing presence of digital assets that need to be included in this planning? What are these digital assets? They are any form of content or information that exists in a digital format and holds value to… Read More »
Going Out of Town? The Estate Planning Checklist You Need to Review
Do you have travel plans for the summer? Are you hoping to spend time with family and friends and enjoy time outdoors? Are you traveling to another state or out of the country? Now that the pandemic has lessened in its impact, the travel choices seem endless. As you plan your summer vacation, are… Read More »
Is Estate Planning in Florida Really for the Young at Heart?
Are you an active Florida senior? Do you enjoy good health, an active lifestyle and traveling to new and exciting places? In fact, do you really wonder whether you need an estate plan because you are truly young at heart? Yes, you should have a Florida estate plan because it is a critical tool… Read More »
