Estate Planning

If you live in a Florida home for part of the year but hold residency in another state, managing your estate can become complex and expensive after your death. Your personal representative and family members may have to shoulder the burden of additional fees and costs...

An estate plan is a vital way to help individuals plan for their future and maintain control over the fate of their assets and property after they pass away. However, it’s important for those planning to execute such documents to inform family about their intentions....

Estate planning is an important proactive step you can take that can help provide your loved one's peace of mind in the event you pass away or become incapacitated. However, mistakes in the planning process do occur. Failing to identify them and take action can result...

Estate plans represent an opportunity to take stock of your assets and determine beneficiaries deserving of a portion of your legacy who will hopefully respect your decisions. The process also requires attention to every detail. Admittedly, the creation of a will and...

One of the main goals of the estate planning process is to preserve as much of your personal wealth as possible to pass on to your heirs in Florida. Yet despite your best efforts, the perception is that there is little that you can do to avoid certain estate...

When you have aging parents, talking about their estate plans can be a difficult discussion. No one wants to talk about what will happen after their loved one is gone. Still, it is critical to discuss with your parents to ensure that they have a say in their plan....

Many Americans are familiar with what a will does in an estate plan, but are less familiar with the role of living trusts. Living trusts have a number of advantages over wills in certain applications, including the fact that anything in a living trust bypasses...

After creating your estate plan, you may feel more at ease. However, you should understand this is likely not the end of your planning. Once you have an estate plan in place, Business Insider explains that you must keep updating it and adjusting the plan as you...

Having the task of settling a loved one’s estate is a big, and often thankless, job. You already are dealing with grief from losing someone close to you, maybe your mom or dad. Now, you are their designated personal representative and you don’t know the probate...

The loss of a loved one in Florida is almost always a traumatic experience, no matter the circumstances. Your hope becomes that trauma is not further compounded from tension arising over the disbursement of your family member's or friend's estate. A will can typically...