Category Archives: Estate Planning
Top 5 Reasons to Hire an Estate Planning Attorney in Boca Raton
Estate planning is a serious legal process, but many people try to handle it on their own. However, if you make one mistake or don’t have all the signatures in place, you can inadvertently invalidate your documents. And, since most estate planning documents don’t come into effect until after you pass away or become… Read More »
What Is a Special Needs Trust in Florida Estate Planning?
When you have a family member with special needs, keeping your estate plan up to date is crucial. Many special needs children will be financially dependent on their families for the rest of their lives. It’s imperative to have a long-term plan in place that addresses this and will protect this person’s long-term financial… Read More »
4 Common Mistakes to Avoid When Drafting a Boca Raton Will
Drafting a will is one of the most important documents you will create in your lifetime. You need to get it right, or it could create headaches for your loved ones when you die. By properly planning and drafting your will, you can make sure it will hold up during a Florida probate administration… Read More »
What Type of Trust is Right for Your West Palm Beach Estate Plan?
Trusts continue to become a more significant part of many Florida estate plans and for a good reason. There are numerous types of trusts, each of them serving a different purpose. Because no two Florida estate plans are the same, it’s essential to understand the different types of trusts available. If you need assistance… Read More »
Most Important Estate Documents You Need in Florida
When you are starting your estate plan, it can seem overwhelming. Don’t let that fear keep you from protecting your assets and determining how you want them distributed upon your death. When you understand what documents you need, it can make the process much easier. Also, hiring a West Palm Beach estate planning attorney… Read More »
Advantages of a Florida Trust Over a Will
Many people opt to use a trust over a will as the central part of their estate planning. Both trusts and wills have their own purpose and can serve an important role in your Florida estate plan. If you are trying to decide whether a trust or a will is best for your individual… Read More »
Florida Estate Planning During a Global Pandemic
The current situation with COVID-19 has left many Florida residents realizing that it’s more important than ever to ensure they have an estate plan in place. However, how do you go about estate planning in the current climate? No matter whether there’s a global health crisis or not, it’s crucial to get an estate… Read More »
What is a Pour-Over Will and Does My Florida Estate Need One?
Pour-over wills are not the same thing as a standard last will and testament. They are used to transfer assets into a trust upon your death. A pour-over will must be adequately prepared for it to work as intended. If you want to know more about setting up a trust and a pour-over will,… Read More »
Why You Need to Update Your Florida Estate Plan After You Get Divorced
When some people create their estate plan, they do not realize that this is not something they can just create and forget about. In fact, you should be reviewing your estate plan on a regular basis. Whether it’s every important life event that triggers you to look at it, or whether you automatically review… Read More »
Why Having a Comprehensive Florida Estate Plan is More Important Than Ever
When 2020 rolled around, no one could have predicted that there would be a global pandemic and that the world would effectively be in a shutdown. Getting sick while this current health crisis is going on can be a terrifying thought. With health professionals stretched thin and visitors not allowed in most hospitals and… Read More »
