Tag Archives: Estate plan
5 Questions to Use When You Create Your Estate Plan in the New Year
With the new year beginning, have you completed your New Year’s resolutions? As the month of January gets underway, we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? We want you to know that… Read More »
Have an Estate Plan? Review this End of the Year Checklist.
As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »
Do You Know How to Prepare Your Estate for Proposed Tax Law Changes
Are you aware of the news stating that the tax benefits that most Americans have benefited from for the past few years are under threat of being eliminated? In our practice, estate planning, and the variations surrounding passing your generational wealth to your family, continues to be at the forefront of our minds. Many… Read More »
Tips for Your Estate Planning as an LGBTQ+ Family
Since the Supreme Court legalized same-sex marriage in 2015, it would be easy to think that estate planning for LGBTQ+ couples would be just like heterosexual couples. Have you considered, however, that same-sex couples may have situations that require extra or special planning, such as adoption by non-biological parents or navigating unsupportive family dynamics?… Read More »
Moving to a New State? Remember to Update Your Estate Plan
Are you one of the many people who moved to a different state during the Covid-19 pandemic? If so, it may not have occurred to you that you should update your estate plan to match your new address. After all, so much happened in 2020 that it may have been at the bottom of… Read More »
Do You Have An Estate Plan? Here Are Five Common Reasons Why Having An Estate Plan Is Important
Do you have an estate plan in place? There can be a variety of reasons why this can be important. Let us discuss five such reasons. 1. You have children. If you have a child, it can be important to at least have a Last Will and Testament. If you do not identify who… 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 »
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 »
