Florida Estate Planning Blog
Secret about what happens if you have an estate instead of a Trust…
Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
Florida Guardianship
In Florida, the term “guardianship” refers to a legal process where a person is evaluated to determine if they are incapacitated and in need of a legal guardian. To make this determination the Court appoints an examining committee consisting of three members. Of the...
Estate Planning for Different Stages of Life
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
Estate Plans Can Protect against Exploitation
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
How Can I Minimize My Probate Estate?
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
Who will Receive Naomi Judd’s Estate?
Naomi Judd’s final will and testament reportedly has some obvious benefactors missing from its pages: the late country singer’s daughters Wynonna and Ashley Judd.
Prevent the Elderly from Being Scammed
As our children are entering adulthood, our parents need more of our time for many reasons—one being that older adults often fall victim to scams, on the internet or over the phone.
Estate Planning Tips for Solo Seniors
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
What are the Basics of Estate Planning?
You don’t have to be older and rich to do some estate planning.
What Is Better, a Trust or a Will?
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.