Governor DeSantis Signs New Florida Guardianship Bill Into Law

Tag Archives: estate planning

Governor DeSantis Signs New Florida Guardianship Bill Into Law

Florida Governor Ron DeSantis recently signed 21 new bills into law, which included House Bill 709/Senate Bill 994, which amended some of the state’s guardianship laws. Under the new legislation, seniors have additional protections while in the care of a guardian. The bill also contains changes to guardian oversight and reporting requirements. Changes to Florida […]

How You Can Choose the Right Personal Representative for Your Estate

Selecting the right personal representative for your estate helps you ensure all matters of your estate will be administered smoothly after your passing. But how do you know who is the right person for the role? Here are a few considerations to keep in mind. Responsibility: Anyone who assumes the role of personal representative should […]

Tips for Discussing Your Estate Plan With Your Family

While it can be difficult to spend time thinking about your own mortality, it can be extremely helpful and even freeing to discuss your estate plan and end-of-life wishes with your family. Sharing your intentions in advance can help you to prevent arguments from happening after your death. It might be particularly beneficial if you […]

Alternative Methods of Estate Planning You Can Use During a Pandemic

The COVID-19 pandemic has resulted in a much greater need for flexibility with work and communication. People are now working remotely and having virtual meetings and conferences in place of in-person ones. With many legal offices and courtrooms being closed or having certain limitations in place due to the pandemic, it has become important for […]

Writing Your Advance Directives

An advance directive is a legal document you fill out to leave behind instructions for the type of medical care you wish to have if something happens and you’re unable to act on your own behalf.  This ensures your family members and doctors will know your wishes for particular situations, and can act according to […]

The Benefits of Financial Power of Attorney

One of the questions you’ll need to consider as you plan your estate is who you will name as your agent in a financial power of attorney. This person will have the authority to make certain financial transactions and decisions on your half should you become incapacitated. There are a variety of benefits to granting […]

Are There Any Risks Associated with Granting Power of Attorney?

Power of attorney is a designation you provide to a chosen person (your agent) to make certain decisions on your behalf, generally related to finances or healthcare. It is an element of any strong estate plan to ensure your wishes are followed in the event of your incapacitation. But are there any risks associated with […]

What You Can Do to Make Sure Your Grandchildren Get Their Inheritance

If one of your estate planning goals is to leave behind assets for your grandchildren, there are several steps you can take to accomplish this. The most important decision you can make is to have open, frank discussions about your estate planning goals with your adult children. If you want to be certain assets pass […]

What to Know About Discretionary Lifetime Trusts

A discretionary trust is a type of trust in which distributions are made at the discretion of another person (the trustee). Beneficiaries in this type of trust do not have any control over trust assets and are not able to demand distributions. These trusts are often used for minor beneficiaries. Here’s a quick overview of […]

What to Consider When Selecting a Guardian for Minor Children

If you have minor children, arguably the most important part of your estate plan is the stipulation in which you name the person who will take care of your children if you and the other parent should die while they are still minors. This person is known as the “guardian” of the children. Most people […]