Category: Estate Planning

estate planning checklist

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

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, …

Types of Trusts for Estate Planning

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 …

Family during estate planning

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 …

Blended family

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. …

Setting up a trust

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 …

Property ownership

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 …

Elder couple writing authorization for power of attorney

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 …

Elder woman working on last will with attorney

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 …

Couple creating an estate plan

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

Do You Have a Case?