If you are an adult with children or assets that you want to protect, the process of estate planning is a necessary step in obtaining the peace of mind you are looking for. Even if you do not have an extended immediate family, including children or a spouse, it can...
Category: Wills
When Should You Update Your Will?
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
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...
Are Estate Planning Documents in Your Hurricane Kit?
As Floridians today mark the 16th anniversary of Hurricane Charley making landfall as a category 4 storm on the southwest gulf coast, we are reminded of our annual to-do lists - Evacuation routes are noted, resupplying our hurricane kit with batteries, bottled water, canned goods, maybe a generator, are...
Estate Planning Basics with Crystal Denman
Patriot Legal Group's very own Crystal Denman was a special guest on a local Central Florida women's empowerment group ~ A Tribe Called Venus ~ to discuss estate planning basics. Click below for her full interview and to learn more about the basics of estate planning.
How To Create a Valid Will in Florida
Five Common Mistakes That Can Make Ruin Your DIY Valid Will
Continue reading…In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create...
How to Protect Your Will From Unhappy Relatives
Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s) validity because it either: a) doesn’t reflect the wishes...
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the...
We All Need a Yearly Checkup: Your Estate Plan Does Too
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular checkup to address changes in your life circumstances or in the law to ensure that optimal plans are...