Estate Planning

In reviewing your estate plan, you have definite concerns. And those concerns relate to one of your adult children. He has never had a good relationship with money. Through the years, there has been a checklist of challenges and poor decisions, including a failed...

Do you know what an estate plan is? Have you ever made an estate plan? If not, then you, at the very least, should understand that an estate plan is legal documentation of your last wishes. But, what are your last wishes? An estate plan is full of questions like the...

Divorce is a major life change, and it can have a significant impact on your estate plan. You need to update your will and other estate planning documents if you are no longer married.  We will discuss why it is important to review and update your estate plan after a...

A trust is a legal arrangement whereby you give another party the right to manage your property and other assets for the benefit of others. Trusts serve a wide variety of purposes, depending on how they’re established. A common misconception about trusts is that you...

Advanced healthcare directives are essential to planning for future issues we might hope we never have to deal with. Too often, people put off creating these documents until it's too late.  If you have a loved one who is terminally ill, or if you are in a situation...

It can be difficult to talk with your aging parent about naming a power of attorney. You may feel like you are pressuring them or that they will be offended.  However, it is important to have this conversation sooner rather than later. We will discuss why you need to...

A living trust is a document that designates a trustee to oversee an individual’s money or other assets while that person is still alive. Creating a living trust is done by the individual, also known as the grantor, by signing a Declaration of Trust. This legal...

Have you written your will yet? Congratulations if you have, you are definitely ahead of the game. Because this is one of the most important tools you can create for your assets and loved ones. A properly written and up-to-date will gives you peace of mind knowing...

Florida is the destination state for many retirees. The warm, humid weather is beneficial for those with certain medical conditions or who don't want to live in a snowy state during their retirement. The state also has plenty of infrastructure to help support older...

People often make the mistake of thinking of estate planning as something that individuals only do once they retire. They assume that, if they're not 65 years old yet and they're still working, it's too soon to make that plan. There are, of course, benefits to estate...