Being part of a blended family can be complex. Your family dynamic can present unique challenges when it comes to estate planning. Understanding why it is important and its key elements may help you protect your loved ones and preserve family harmony. Why estate...
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Estate Planning
What is a living trust, and why is it a powerful estate planning tool?
When considering your estate planning options, a living trust is a powerful tool with numerous advantages. Understanding these benefits can help you make an informed decision about incorporating a living trust into your financial strategy. Key advantages of living...
Avoiding probate: How revocable trusts safeguard your estate
Imagine spending a lifetime building your wealth, only to have legal fees and taxes consume a sizable portion after you are gone. Unfortunately, this scenario occurs far too often when estates go through probate – the court-supervised process that handles the...
How to prevent someone from contesting your will
Writing and leaving behind a will is crucial to ensuring your family honors your wishes after you pass away. This legal document will safeguard your legacy and ensure your assets go to the right people as you intended. While no will is entirely immune to legal...
The pros and cons of revocable and irrevocable trusts
Estate planning is an important, but often complicated process, for Floridians who wish to protect their assets for the future. If you’re feeling overwhelmed by the estate planning process, you’re not alone. Thinking about the future, and how to provide for your...
Core parts of an estate plan
Estate planning in Florida involves preparing for personal assets to be managed and distributed after one’s death. The chief goal of creating an estate plan is to make sure that one’s wishes are executed. It may also help asset owners minimize their potential fees and...
How to handle the family home during divorce
One of the biggest points of contention in many Florida divorces is who will end up with the family home. The decision to keep or sell the house can have major financial and emotional consequences. Here are some tips for deciding what to do with the marital home when...
How does the probate process work?
Trying to manage all of a loved one’s affairs upon his or her passing can create quite a challenging time for many here in Florida. Fortunately, if you are suddenly facing the role of an estate’s executor or administrator, there is professional help and assistance...
Tips for tackling non-probate property during estate planning
Developing an estate plan can help an individual in Florida ensure that their loved ones will be cared for financially after they die. Ensuring the success of loved ones through estate planning can be an invaluable way for people to carry forward their legacies....
How to develop a comprehensive estate plan
Creating an estate plan is among the most critical tasks an individual with assets will do in their lifetime. Detailed estate plans can help people preserve their legacies and protect their assets when they pass away. Here are a couple of tips for navigating estate...