by Carol Grant | Jan 9, 2023 | Estate Planning
Your will is the foundation of an estate plan, used to instruct your executor on distributing property, naming a guardian for minor children, creating a legacy, and ensuring that your beneficiaries receive what you want. The will can also serve to disinherit a family...
by Carol Grant | Jan 5, 2023 | Estate Planning
A will makes a one-time transfer of assets after death, while trusts allow assets to be transferred during life and after death. Each one has an important role to play in managing assets and protecting loved ones, reports an article “Estate vs. Trust: Do You Really...
by Carol Grant | Dec 26, 2022 | Estate Planning
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...
by Carol Grant | Dec 16, 2022 | Estate Planning
An estate plan will need to evolve over time as you enter different stages of life. While the reasons for an estate plan may change depending on where you are in life, you still need to have one, regardless of how much your income is. That’s because estate...
by Carol Grant | Dec 2, 2022 | Elder Law, Estate Planning
Having an estate plan can protect against financial exploitation, which is far more common than most people think. There are several types of individuals at greater risk for exploitation, according to a recent article from mondaq titled “How An Estate Plan Can Protect...
by Carol Grant | Sep 23, 2022 | Estate Planning
Having a properly prepared estate plan is especially important if you have minor children who would need a guardian, are part of a blended family, are unmarried in a committed relationship or have complicated family dynamics—especially those with drama. There are...
