In recent years, older adults in the United States have begun focusing on how to appropriately manage their retirement finances and how they want to distribute their estates in the future. Although the number of adults with retirement and estate plans is on the rise, there is still a significant portion of...
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Category: Estate Planning
What Parents Should Know About Estate Planning
New parents in Florida have much more on their minds than planning their estate. Between baby-proofing their home and vehicle, running between pediatrician appointments, and setting up the crib, there is not much time for parents to start planning for a conversation around estate planning. However, setting up preparations for the future...
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Estate Planning Tips If You Are Single
Across the country, it is common for many single adults to believe that establishing an estate plan is not a necessary aspect of their personal finances or affairs. In fact, the opposite is true: creating a thorough and well-planned estate can provide individuals of all financial backgrounds with protection for their assets,...
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How You Can Protect Your Loved One’s Government Benefits with a Special Needs Trust
For many of those living in Florida with special needs, financial assistance from the government is considered a primary source of income. Central Florida residents who receive benefits from the government through special needs programs are usually children born with a developmental or physical impairment or individuals who have been incapacitated. Some...
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Evaluating Your Estate Plan During COVID-19
All over the country, and especially in Florida, millions of families are being affected by the COVID-19 pandemic. Many businesses have shut down, traveling restrictions have been put in place, and safety measures have been instituted nationwide that prevent us from living our normal lives. With the possibility of infection from the virus higher...
Will Your Heirs Mishandle Their Inheritance?
One of the most common concerns that individuals have when it comes to setting up an inheritance for their family is whether or not the funds will be spent appropriately. It is a well-known fact that there have been many instances where someone has received a financial inheritance and has spent it poorly due...
Estate Planning for Military Families
Servicemembers have estate planning needs too. Below are some commonly asked questions relevant to servicemembers. Have other questions? Let us help answer them for you.
While you do have some legal services at your disposal because of your military service, sometimes the basic estate planning offered by your JAG office is not enough to carry...
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Protecting Your Pet in Your Estate Plan
What is a Pet Trust?
Pets are part of your family and it is important to make sure...
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Thirteen Estate Planning Terms You Need to Know
Estate Planning is an incredibly important tool, not just for the wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Estate planning can help you accomplish any number of goals, including appointing guardians for minor...
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Are Estate Planning Documents in Your Hurricane Kit?
As Floridians today mark the 16th anniversary of Hurricane Charley making landfall as a category 4 storm on the southwest gulf coast, we are reminded of our annual to do lists - Evacuation routes are noted, resupplying our hurricane kit with batteries, bottled water, canned goods, maybe a generator,...