Pursuing Peace Of Mind For You And Your Family

Estate Planning

What is an advance directive?

When making an estate plan, you may initially focus on how you can set things up for the future after your death. Of course, this is a crucial matter to cover, and you want things to run smoothly in terms of transference of assets and property. But did you know that...

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...

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,...

How do you create an estate plan that succeeds?

When you decide to create an estate plan, it is important to create one with success in mind. You can do this by recognizing and knowing how to avoid some of the biggest mistakes others make when creating their own estate plans. You must first take basic steps to...

What should go into an estate plan?

Preparing an estate plan may feel daunting. However, without a clear plan for what happens after you die, your family may face financial hardships. A comprehensive estate plan contains documents that may help you when you are at your most vulnerable. To protect...