Planning your estate is not just a good option — it is a matter of securing your legacy and your overall wellness in your late years. Better late than never is a fine adage, but it can lead to procrastination on important filing like a guardianship. It may leave you...

Florida residents like you work hard on your estate in life. It makes sense to work hard on your estate plan, too. But do not make the mistake of thinking you can work on it once and forget about it. An estate plan must constantly change and evolve to suit your life....

Many people wish to leave a legacy of their wealth to a favorite philanthropic organization. A charitable trust is an effective way to accomplish this. One important consideration concerns the decisions on where the money should go. A second consideration involves the...

When you decide to create and execute a last will and testament, you are giving a gift to the family members who may survive you. You are letting them know where you want your assets to go and who should handle your estate, and otherwise providing for your loved ones....

The age of retirement is on the horizon, and you look forward to enjoying your golden years. That said, you also realize that now is the time for you to tend to your estate planning needs. Have you finalized your end-of-life wishes? If so, have you shared them with...

When Florida residents build an estate plan, what should they look into first? One of the key elements you must address is finding an executor. The executor of a will or estate will manage the entire thing after you pass on. This means you must choose wisely. So what...

Those who decide to set up a trust have many options to choose from, including special needs trusts, spendthrift trusts and many other types of trusts. In this post, we will take a closer look at Totten trusts and examine some of the benefits of these trusts....

Welcoming a new baby into your family in Florida brings many exciting challenges and triumphs. With the adjustment of a growing family, comes a desire to plan for your future.  Planning your estate and making arrangements for the outcome of your assets, the care of...

Perhaps your children moved out and empty-nest syndrome has set in. You want your children to succeed in their chosen paths and enjoy their lives, but you miss them. You decide that one or more pets would help fill the void left by your children, but what happens if...

Florida residents like you put a lot of time and effort into crafting an estate plan. But what you need right now will not always be what you need. Your needs and desires will change as you grow. Because of this, there are many times in which it may benefit you to...