by Carol Grant | Jan 30, 2025 | Estate Planning
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your loved ones. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA)...
by Carol Grant | Oct 9, 2024 | Estate Planning
A single person without children can focus on their personal goals, including philanthropy. However, it takes planning to ensure that their assets are distributed according to their wishes. A recent article, “I’m an Estate Planner: 8 Ways Single and Childfree People...
by Carol Grant | Sep 27, 2024 | Estate Planning, Probate
Estate planning is crucial for everyone, especially people of color. Many Black and Hispanic families are less likely to have an estate plan, leading to challenges when a loved one passes away. Black inheritance and Hispanic inheritance often face drawn-out probate...
by Carol Grant | Aug 29, 2024 | Estate Planning, Probate
Formal probate in Florida typically takes nine to twelve months. Part of that timeline is fixed by law: the state requires a three-month window for creditors to file claims before anything is distributed. Add court scheduling, asset valuation, and the paperwork a...
by Carol Grant | Jul 16, 2024 | Estate Planning
Retirement is a time to relax and enjoy life after years of hard work. However, parents of children with special needs will need to handle this transition with care. By planning early, you can ensure your child’s long-term care and your own financial future. Start...
