Category: Estate Planning
Estate Planning Checklist for Florida Residents
Estate Planning Checklist for Florida Residents Proper estate planning is crucial for individuals of all ages and income levels. With a well-crafted estate …
Types of Trusts for Estate Planning
Estate planning lets you decide how your assets will be distributed after death. It allows you to protect the people you care about, …
Estate Planning vs. Will
During your end-of-life planning, you’ll need to understand the difference between estate planning vs. will preparation. Estate planning is a broader umbrella of …
The Top 10 Myths About Estate Planning
Estate planning is one of the most confusing branches of financial planning. It’s important to protect and pass on your legacy to those …
How to Estate Plan for Blended Families
When the Brady Bunch debuted on television in 1969, blended families were the exception to the rule. These days, they’re much more common. …
How to Set Up a Trust in Florida
If you’re planning for your estate in Florida, you might want to consider setting up a living trust. A living trust is one …
Understanding Individual Ownership of Property
Property ownership may seem straightforward, but the legal definition can be hard to understand. This is because there are three different ways an …
What Is a Power of Attorney in Florida?
There are many reasons why you or a loved one may want or need a power of attorney. However, the most common reason …
What Is a Last Will and Testament in Florida?
Creating a Last Will and Testament is an integral part of estate planning. In fact, more than half of Americans do not have …
Do I Really Need an Estate Plan?
Estate planning is an essential piece of financial planning. However, when most individuals plan their finances, whether for the next five years or …
Your Three Steps to Moving Forward
- Call our office, use our live chat, or complete our contact form and set up an intake call with our Client Happiness Coordinator.
- Attend a virtual or in-office consultation so we can better understand your case and determine how we can help guide you to success.
- Retain our firm so we may lead you through the legal process as quickly and painlessly as possible.