What is Estate Planning?
Apr 09, 2021
Estate planning means creating a plan, while you are alive, regarding the transfer of your property at your death. An advanced estate plan will include a combination of a Will, a Trust and a number of...
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What is a Durable Power of Attorney?
Apr 08, 2021
Legal document that allows you to appoint an agent aka an attorney-in-fact to step into your shoes and make Power of Attorney The Power of Attorney is a very powerful document. It allows the Agent (t...
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Advance Healthcare Directives 101
Apr 08, 2021
Legal documents that control specifically which person(s) you desire to be appointed to handle your medical decisions including what type of medical care you'd prefer in the event you were unable to m...
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How to Designate Guardians for Minor Children
Apr 08, 2021
In the absence of advanced planning directing who should assume the care of your minor child(ren) in the event a parent(s) become incapacitated or passes, your child(ren) will likely be at the mercy o...
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Components of an Estate Plan
Apr 08, 2021
A basic estate plan should at a minimum include some version of the foregoing legal documents: Legal Documents: 1. Will
2. Revocable Trust
3. Guardianship designations for yourself & minor children
...
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Top 7 Reasons to Review and Update Your Florida Estate Plan
Mar 28, 2021
These are the top seven (7) reasons that trigger a review and potential update to your current family estate plan. If you any of these seven (7) reasons or circumstances apply to you or will apply to ...
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