For many adults, creating a will is necessary to ensure that their assets and family are taken care of after they pass away. Between creating an after-life plan and managing the distribution of personal assets such as property or finances, it is important to establish...

What Should You Do with Assets That Have Sentimental Value?
After a loved one passes away, one of the main sources of conflict comes from the division of personal items rather than financial allotment. To avoid situations like this from occurring with your family members after you go, you can choose to allocate certain assets with sentimental value while

4 Steps to Take After a Loved One Dies
When loved ones pass away, they leave behind their possessions, assets, and estate, which all need to be addressed. Their bank accounts must be closed, their unpaid bills must be handled, and any money they leave behind must be properly allocated. Often, these tasks fall onto family members.

Can You Create a Trust When Your Family Has Debt?
If you are currently looking into ways that you can establish an inheritance for your family, you likely have many questions about the process. One of the most common inquiries that individuals have in these circumstances is related to the existing debt of their family and whether or not it will impact...

Evaluating Your Estate Plan During COVID-19
All over the country, and especially in Florida, millions of families are being affected by the COVID-19 pandemic. Many businesses have shut down, traveling restrictions have been put in place, and safety measures have been instituted nationwide that prevent us from living our normal lives. With the possibility of infection from the...

Will Your Heirs Mishandle Their Inheritance?
One of the most common concerns that individuals have when it comes to setting up an inheritance for their family is whether or not the funds will be spent appropriately. It is a well-known fact that there have been many instances where someone has received a financial inheritance and has spent it...

Estate Planning for Military Families
Service members have estate planning needs too. Below are some commonly asked questions relevant to service members. Have other questions? Let us help answer them for you.
While you do have some legal services at your disposal because of your military service, sometimes the basic estate planning offered...
Protecting Your Pet in Your Estate Plan
Pets are part of your family and...

Thirteen Estate Planning Terms You Need to Know
Estate Planning is an incredibly important tool, not just for the wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Estate planning can help you accomplish any number of goals, including appointing...

Guardianship Basics
When a person is no longer has the capacity to care for themselves, a guardian is appointed by the court to exercise rights on their behalf. At that time, the incapacitated person becomes a “Ward” of the State of Florida,...