Estate Planning

It is not unusual to create a last will and testament then put it away and forget about it until a major life change such as remarriage or a recent birth brings updating to mind. However, there are many reasons for updating your will. Here are five you may not have...

It is a good rule of thumb to update your estate plan or will approximately once every three to five years. This accounts for regular cost of living increases and minor circumstantial changes. After a major life event (marriage, divorce, having a child, job change,...

When adults become unable to make decisions for themselves because of physical or mental health issues, families often appoint a guardian to make those decisions for them. Because of the serious nature of the decisions guardians make, guardians must be trustworthy....

An executor is a person who carries out the deceased’s wishes after death. They play a key role in estate planning and choosing one is an important part of the process. No one enjoys the process of planning for their death, but anyone can benefit from not only...

Managing your assets is a major part of estate planning. However, it is also important to make a plan for your future medical needs. If you become physically or mentally incapacitated, you may not be able to make crucial healthcare decisions on your own. In Florida,...

You need to hire someone to help you ensure your plans are adequately documented. However, not everyone has the exact skills and expertise necessary for this job. Here are the qualities you should look for when picking someone to write your estate plan. 1. Focus on...

A will is the backbone of a good estate plan, but creating it does not mean you are finished. Your estate plan is not final until you die. It should also change and adjust as your life changes. You cannot create this document and then walk away and never look at it...

Thinking about what could happen to your children when you die is difficult. No one wants to think about their children having to face the world without them, but if you want to ensure that your children have adequate protection and will continue to thrive even if...