Estate Planning

Estate planning is a confusing topic to many people, and it's often hard for them to understand the differences between wills, trusts, and the concept of estate planning itself. Here's what you need to know. What is estate planning? Estate planning is the process of...

When you create a plan for the future, your goal is to draft documents and include provisions that will protect your interests, shield your rights and give you the ability to decide what will happen to your property after your passing. Creating an estate plan allows...

Maintaining an up-to-date estate plan is necessary to ensure that your assets are properly distributed when you pass away or are incapacitated. However, small errors can create significant problems during the estate settlement process. Sometimes, no one can correct...

Sharing an account with a family member is a simple enough process. But Florida probate law can complicate the matter. Probate determines who gets what after the will-holder passes on. Technically, any financial instrument with the deceased's name is legally...

There are pros and cons to every estate tool you have, so your final decision should be based on a diverse strategy that works to achieve your personal goals. When it comes to trusts, you have a choice between revocable and irrevocable types. Here's a look at how...

Insurance can be a tricky topic to navigate for various reasons. First, there are many types of insurance, and some Florida residents may not see the necessity in some of those types. Second, coverage options can be confusing, and it is not always clear what someone...

Creating a will, naming beneficiaries, funding trusts and much more can go into planning one’s end-of-life wishes. Estate planning can often take a lot of time and effort, which is why many Florida residents may feel relieved when they complete the process. While this...

Assets, end-of-life wishes, getting older and other related topics can be tricky to discuss with loved ones, especially if they are the ones getting into their retirement years. Many Florida residents like to focus on the upbeat and bright side of things in life, but...

There are times when what seems like an ideal arrangement to one person may not seem right for another person involved. This can be especially true when a Florida resident is trying to find the right executor for his or her estate. It is not unusual for individuals to...