Florida parents whose children have special needs should take steps to protect those children in their estate plan. Having a child with special needs does not change everything about an estate plan. Parents will still need to consider whether they need documents that...
Month: September 2018
Fiduciary duty for executors and trustees
A person in Florida who has been appointed the executor or trustee of an estate has a fiduciary duty. This is a big responsibility, and the job can be overwhelming. However, the executor or trustee can seek help from professionals. Fiduciary duty means the person is...
Couldn’t I inform my family members of my wishes?
The thought of planning one’s estate can be overwhelming for some. They might think the process is more difficult than it actually is, or they could feel uncomfortable at the thought of facing their mortality. If you are like some Floridians who are putting off...
Estate planning and surviving spouses
There are multiple legal documents Florida residents will have to review and update immediately after their spouse dies. While they may not feel inclined to do so while they are grieving, updating the documents is necessary so that they will be protected during their...
When should you update your will?
It might be easy to assume that once you have written your will, there is nothing further you need to do about your estate planning. However, it is important for you and other Florida residents to understand that wills should be updated periodically. The will that you...
Unusual will types that can be easy to contest
As you know, it is important to have a solid estate planning strategy in place to protect your assets and the inheritance you want to leave to your loved ones. At the , we have a full understanding of the different types of wills and trusts...
Choosing which assets to donate to charity
If a Florida estate owner wants to leave a donation to charity, they should be sure to do so in the way that avoids the most taxes. Often, people use a will or trust to give to charity, but that can be a mistake. As an example, a person might have a home, an after-tax...
Why estate planning is critical for young families
It is important for young families to think about the future. This doesn’t just include their goals, but also the potential for tragedy occurring. While potential tragedies aren’t fun to think about, considering the possibility allows parents to plan and prepare. This...
The potential problems with homemade wills
At the , we understand that you have a busy schedule, and you want to save time as well as money. Like many other Floridians, you tackle many issues on your own, and you are considering writing your own will. However, it is imperative to...
The importance of estate planning for everyone
Some people in Florida might think they do not need an estate plan because they are single and do not have any children. However, estate planning is important for all adults. If a person dies without a will, that person's assets will be distributed according to state...
