Estate Planning

A lot of estate planning focuses on how your assets are going to be distributed once you’re gone. In fact, you can use estate planning to ensure that your future interests are protected throughout your life, including obtaining much-needed medical and long-term care....

Millennials are edging out baby-boomers as the new “sandwich generation” who are raising a family while caring for an elderly loved one. And, as one study shows, millennials are increasingly opting to execute an estate plan. The study The study by the estate planning...

Many people in Florida agree that avoiding probate is wise because the process can be complicated, time-consuming and expensive. You should take steps to minimize the impact it could have on your loved ones. Here are four tips to help you avoid probate costs in your...

A lot of families out there own a small business. Spouses often work hard together to grow the business and increase its revenues. But when relationship woes threaten a marriage, the business may be at stake. If you’re headed for marriage dissolution, then you need to...

There could be "unfinished business" that the estate must handle when someone passes away. Specifically, the executor of the estate may need to cover rental costs or pay insurance premiums. Some actions, such as paying off the estate's debts, may be necessary before a...

Knowing how to complete your estate planning as efficiently as possible is critical. If you don't take time to plan your future properly, a probate court may have the authority to distribute your assets as it sees fit. Thorough estate planning is one of the best ways...

Estate planning is intimidating to some Florida residents, and people might believe in untrue ideas regarding the need for an estate. For starters, everything you own, even a pet, is part of your estate. Whether you earn income or just have a few possessions, not only...

Using payable on death, or POD, and joint bank accounts is one way to avoid probate when a loved one passes. However, these financial tools may not be the best choice for Florida residents as they can cause problems in certain situations. Problems with joint accounts...

Estate planning could establish a logical map for beneficiaries to follow after a loved one passes away. Do all Florida estate planning steps and documents center on a deceased's assets? Estate planning may involve far more than drawing a will, and other critical...

Although estate laws have been updated to accommodate different families from what was considered traditional years ago, LGBTQ+ families still face unique challenges when estate planning in some states. As estate planning practices continue to change, there are a few...