Estate Planning

Estate planning is something you might easily overlook, particularly if you feel comfortable and content with your life. However, choosing to plan ahead, long before you need to, can help you protect what matters to you. Creating an estate plan that aligns with your...

Many people do not take the time to create a will, thinking they can put off doing so until they accumulate more assets. However, most adults should consider making a will. This essential document has numerous benefits and should include various provisions. What Are...

A power of attorney gives another person the right to make decisions for you. You can choose from different types of powers of attorney depending on your needs or intentions. The Florida Bar explains the type of power of attorney you choose will impact the permissions...

A will gives you the ability to name a trusted executor or personal representative to distribute your property after you die. By following your will’s instructions, the probate court oversees transferring assets to specified individuals. As noted by the Tampa Bay...

A power of attorney authorizes a trusted agent to communicate on behalf of an ill or otherwise vulnerable individual. Two distinct types of legal documents offer protection. One may prevent medical mistreatment. The other could help avoid financial exploitation. As...

While planning your estate, you learn about health directives and health care proxies. How do these terms fit into your plan and affect your end-of-life desires? The American Bar Association explains health care proxies and health directives. Ensure you have someone...

One of the most essential roles to fill is the executor when it comes to your will. According to CNBC, the executor files the will, pays off debts, closes accounts and distributes remaining assets. To ensure you choose someone who can fulfill all of the obligations of...

There are several reasons to give to charitable organizations throughout your life, including to contribute to a cause about which you feel passionate, to honor a loved one or to simply do something good. While the best reasons to give are selfless reasons, it may not...

A will is a fundamental part of your Florida estate plan. Yet, in some cases, you may have certain estate planning objectives that a will does not help you accomplish. Trusts are another type of estate planning tool. While they, like wills, allow you to leave assets...

When it comes to estate planning, you have many options. For some people, trusts are the best path forward and safeguard the efficient division of assets among loved ones. When setting up a trust, you have many factors to take into consideration, but it is important...