Pursuing Peace Of Mind For You And Your Family

Year: 2021

What is undue influence?

As loved ones age, it is important to ensure they get the attention and care they deserve, especially as they go through the process of managing, reviewing and updating their estate plan and all associated documents. Unfortunately, as a loved one ages, other people...

What can a trust accomplish that a will cannot?

A will is an undeniably important part of a Florida estate plan, but there are limits to what you might be able to do through a traditional will. Certain estate planning tools, such as trusts, might enable you to do things a will does not, and sometimes, establishing...

What mistakes make your estate plan messy?

Creating an estate plan is already a monstrous undertaking. It will cost time, money and effort, and you may often end up tripping over unfamiliar legal jargon among other issues. But you can still streamline the process as much as possible. One way to do this is by...

3 common myths about Medicaid planning

When you require long-term care in Florida, Medicaid can help cover the costs. Many people have misinformation about how this assistance works. It is crucial to dispel any misconceptions to plan for your financial future. 1. You can give away assets to meet the...

Adults may require guardians for financial or health matters

Court-appointed or chosen guardians may assist adults with physical or mental disabilities. Their assistance may include making financial or personal decisions. As noted on the Florida Courts' website, the court may establish legal guardianship when an individual...

Should homebuyers create estate plans?

The recent trend in the housing market has shown that supply is low, demand is high, and prices have reached a peak in a seller's market. More young people have hit the market to buy their first home, which is a big step for many. Taking that step, it is important to...

When should you review your estate plan?

When you first work on an estate plan, you may not realize one important factor: your maintenance will last longer than the creation of the plan itself. After the initial creation of the plan, you will have to continually maintain it throughout your life. But when...

Have you planned for estate taxes?

You work throughout your life to accumulate assets to (hopefully) pass on to your beneficiaries in Florida. Putting plans in place to avoid probate or settle liabilities prior to your death help to ensure the preservation of as many of those assets as possible. Yet...

Common estate planning mistakes to avoid

Estate planning can be a burdensome task that you might rather avoid, but it is an essential part of preparing for the end of your life. Your will or trust ensures that your loved ones have everything they need after you pass. As you prepare your estate documents,...