Estate Planning

The subjects that often arise during discussions of estate planning can make those involved feel uncomfortable; however, frank conversations regarding finances and the death of a loved one can secure any beneficiary's future and protect the legacy any benefactor...

Though creating the initial estate plan takes a lot of work, it is by no means the last step you will have to take for your estate on a whole. In fact, estate plan management is something that will last for the rest of your life. After all, it is crucial for your plan...

Estate planning may seem intimidating but with the right communication and resources, you have plenty of options to make your wishes known. Handling your affairs ahead of time not only gets your preferences in writing — it helps ease the pressure on your family when...

Estate planning is crucial for all people, regardless of age or financial status. Elements of estate plans offer protection to your loved ones, but they can also protect you while you are still alive. That is why estate plans must include certain items, which ensure...

A major change to your life can happen at any time. You could suffer a head injury in a vehicle accident or become incapacitated due to a serious illness. A healthcare directive and a financial power of attorney (POA) are two estate planning tools that will ease your...

Floridians often refer to a revocable trust as a “living” trust because of its use during your lifetime. A living trust, for example, serves as an estate planning tool that may also help you manage your assets now. The Florida Bar notes that a trust may also prevent...

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...