Recent Blog Posts
Are There Different Types of Trusts That Can Be Used in Estate Planning?
Did you know that there are different types of trusts? This may come as a surprise to those new to the area of estate planning, but it may be important to be familiar with the basic types of trusts. We will discuss some of the basics about trusts and the different types of trusts… Read More »
Is It Time to Add an Irrevocable Trust to Your Florida Estate Plan
Did you know that irrevocable trusts can offer unique benefits? How do you determine if it is time to add an irrevocable trust to your Florida estate plan? First, let us look at what makes a trust irrevocable. Trusts are either revocable or irrevocable. The primary difference is that a revocable trust can be… Read More »
How to Choose an Estate Planning Attorney Near Me
More and more families in the United States live every day in “non-traditional” configurations, and we have absolutely moved forward in expanding the definition of what family means. When it comes to estate planning, however, the process can be trickier if your family does not fit into the classic mold of two married opposite-sex… Read More »
Five Things You Need to Know about Changes to the Florida Health Care Surrogate Law
Did you know that, in 2015, the Florida legislature updated the law regarding health care surrogates? The law applies to all documents executed after October 1, 2015. The changes to the law include more flexibility in creating these documents and provides more options for those wanting to name a health care surrogate. Some changes… Read More »
How Changes in Power of Attorney Law Impact Your Estate Plan
Did you know that a power of attorney allows you to grant another person, your agent, the authority to make financial or legal decisions on your behalf? Powers of attorney may be general or limited. A general power of attorney gives your agent the right to act on your behalf in all situations, whereas… Read More »
529 Plans: Where to Begin
Do you know about 529 savings plans? A 529 Plan, named after Section 529 of the Internal Revenue Code, is a college savings plan that provides tax benefits to encourage contributions into the plan. There are two types of 529 Plans: Prepaid Tuition Plans and Education Savings Plans. With a Prepaid Tuition Plan, a… Read More »
Why Estate Planning Awareness Week Matters More than Ever During COVID
Did you know that October 16, 2020, marks the beginning of National Estate Planning Awareness Week? It is a week to highlight the importance of estate planning and its benefits for our economic future and health care decision-making. COVID-19 has brought many things to the forefront of our attention. Of those we should prioritize… Read More »
National Self-Care Awareness Month Tips for Spouse Caregivers
Taking care of another person, or caregiving, can be demanding, both physically and emotionally. Caregiving for a spouse can intensify the experience because of the changing roles, and maybe the relationship, for both individuals. If you are a caregiver to your spouse, do you think about ways to take care of yourself as well?… Read More »
Creating an Addiction Trust for a Loved One with Substance Abuse Issues
This September, during National Alcohol & Drug Addiction Recovery Month, we look to provide support to families whose loved ones are struggling with substance abuse issues or are in recovery. Do you have a family member with substance abuse issues? If so, you may have realized that planning for their future can be full… Read More »
Leaving Estate Assets to Charity Often Makes Financial Sense
While you cannot take money with you when it is all said and done, have you considered giving it away to help others? Whether that means giving to family members or a charity is up to an estate-holder, but giving to both could make financial sense. Few things can be as rewarding as charitable… Read More »
