What is the Difference Between a Will and a Living Trust?

If you are an adult with children or assets that you want to protect, the process of estate planning is a necessary step in obtaining the peace of mind you are looking for. Even if you do not have an extended immediate family, including children or a spouse, it can...

Is There a Connection between Retirement Planning and Estate Planning?

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...

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...

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...

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...

When Should You Update Your Will?

For many adults, creating a will is necessary to ensure that their assets and family are taken care of after they pass away. Between creating an after-life plan and managing the distribution of personal assets such as property or finances, it is important to...

What Should You Do with Assets That Have Sentimental Value?

After a loved one passes away, one of the main sources of conflict comes from the division of personal items rather than financial allotment. To avoid situations like this from occurring with your family members after you go, you can choose to allocate certain...

4 Steps to Take After a Loved One Dies

When loved ones pass away, they leave behind their possessions, assets, and estate, which all need to be addressed. Their bank accounts must be closed, their unpaid bills must be handled, and any money they leave behind must be properly allocated. Often, these...

Can You Create a Trust When Your Family Has Debt?

If you are currently looking into ways that you can establish an inheritance for your family, you likely have many questions about the process. One of the most common inquiries that individuals have in these circumstances is related to the existing debt of their...