Estate Planning

A will should contain provisions that accurately reflect your final wishes. This includes who should inherit your assets upon your death.  As well as naming beneficiaries, you can also disinherit people so that they do not obtain share of your assets. Why might you...

Creating an estate plan is critical in ensuring your assets are distributed according to your wishes after you pass away. However, the process can be complex, and mistakes are common.  Understanding these pitfalls can help you create a more effective and reliable...

As a senior, you probably already know a few things about federal programs like Medicare and Medicaid. For example, you may understand that both programs provide older Americans with critical medical benefits. Many Florida residents mistakenly believe Medicare will...

Estate planning is a process that allows people to instruct how their assets are distributed after death. An estate plan can include many crucial decisions such as a will, executor of the estate, power of attorney and trusts. Many people benefit from making their...

When the great artist Aretha Franklin passed away, her family discovered that she had created several wills before she died and that the various drafts had not been accounted for very well. A multi-year probate battle over the contents of her estate was initiated....

Have you recently added a member to your family in the form of a newly born or newly adopted child? Congratulations! Chances are that you’re thrilled, exhausted and more than a little concerned about doing right by your kiddo. This is completely normal and...

In today’s fast-paced world, most people want to do things as quickly and easily as possible. For some, being able to do things at night or without having to wait for an office to open is ideal. This may mean turning to online tools to get an estate plan taken care...

Many young adults are under the impression that estate planning is not a process that is yet relevant to them. This is due, in large part, to the fact that estate planning is primarily portrayed in popular culture as a matter of creating wills and trusts to leave...

Naming a beneficiary is an important aspect of estate planning. It ensures that your assets are handled based on your wishes.  However, it's crucial to approach beneficiary designation carefully to avoid certain mistakes. If these mistakes are not avoided, they can...

After a lifetime of hard work, sacrifices and possibly careful investment, passing along one's wealth to specific recipients can create a meaningful legacy for an individual. However, not all of the resources in someone's name automatically transfer to their loved...