Reconstructing Your Records and Estate Plan After a Hurricane

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Reconstructing Your Records and Estate Plan After a Hurricane

If you are one of the many people throughout Florida who have been affected by the destruction of Hurricane Irma, it’s important to take the time to get your records and estate plan back in order. For example, you might need tax records to prove your losses, or you could need to write a new […]

Tips for Keeping Estate Planning Documents Safe from Natural Disasters

Living in Florida, it is always important to plan for worst-case scenarios regarding the weather. Hurricane Irma was only our most recent reminder of this. Part of your plan should include how you can protect important estate planning and financial documents. Below are a few ways you can safeguard these documents when inclement weather and […]

Key Estate Planning Tips for New Parents

The moment you become a parent is the same time that creating an estate plan becomes much more urgent. Many of new parents are unfamiliar with the strategies and tools associated with estate planning, making it somewhat of an overwhelming experience. However, estate planning does not have to be overwhelming. The following are three simple […]

Why a Will is Important for Business Owners

While just about anyone can benefit from creating a last will and testament, this process is especially important if you are a business owner. Your will allows you to state your desires in a legally binding way regarding who you want to inherit your assets. If you do not leave behind a will, state law […]

How You Can Modify an Irrevocable Trust

You can likely change an irrevocable trust that no longer makes sense for your situation, whether economically or practically. Common reasons people choose to modify an irrevocable trust include changing beneficiaries, changing trust protectors, changing governing laws, moving the trust to a new state, changing the trustee and minimizing income or estate taxes. There are […]

Why Do People Put Off Estate Planning?

Despite the importance of estate planning for everything from passing down assets to arranging end-of-life care, there’s a significant number of Americans who put off their estate planning as long as possible. Why do so many people avoid estate planning, even if they know how important it is? The following are a few of the […]

Frequently Asked Questions About Do Not Resuscitate Orders in Florida

A Do Not Resuscitate Order (DNRO) is a form the Florida Department of Health uses when identifying people who do not wish to be resuscitated if they suffer an event of respiratory or cardiac arrest. Below are some answers to frequently asked questions we receive regarding the form: Q: Who should use a DNRO? DNROs […]

Simplified Probate Procedures in Florida

In Florida, it’s possible for small estates to take a shortcut through the probate process, making it easier for people to transfer property left by a deceased person to his or her beneficiary. This shortcut could even allow you to transfer large amounts of property, saving you a great deal of time and money. To […]

Arranging Financial Power of Attorney in Florida

If you suddenly find yourself ill or injured and unable to manage your own finances, you will need another person who can come in and assist you. A person to whom you grant financial power of attorney can pay your bills, collect benefits, manage your investments and handle a variety of other financial matters on […]

What are the Regulations for Creating a Will in Florida?

A last will and testament allows you to designate the beneficiaries who will inherit your property upon your passing. If you die without a will, your property will be distributed according to the laws of intestate succession, in which the state handles the distribution of your assets and property. The same could be true if […]