A second chance at love should not mean taking a second chance on poor financial planning. If you bring substantial assets into a marriage, then you need a sophisticated approach to protect your lifetime of work. Most people are acutely aware of the importance of...
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Estate Planning
Florida Estate Planning After a Natural Disaster
Hurricanes and floods do more than damage homes. They also disrupt the operation of your Florida estate plan at the moment you need it most. Immediate Florida-specific risks Storm surge and wind can destroy original estate planning documents, scatter financial records...
How should I address my estate plan with my family?
Contrary to what many people would believe, one of the most difficult parts of estate planning is having a conversation with family members. Many people put off creating an estate plan because of the pressure that could come with discussing their last wishes with...
Estate plans should address a risk of emergencies, not just death
Wills can leave very clear instructions about the distribution of someone's property and their desires for interment or cremation. A will is also capable of empowering a guardian to care for someone's children if they die. While having plans in place before someone...
3 ways that seeking guidance can fortify your Florida estate plan
Many people like to take a do-it-yourself (DIY) approach to practical matters like hair-cutting and home repairs. While tackling projects around the house can be rewarding, a DIY estate plan might backfire. Navigating the intricacies of wills, trusts and associated...
Will divorce impact your estate plan?
Once you have made an estate plan, it is important to come back to it and review the plan periodically. You want to ensure that it still works with your current life conditions. In some cases, you may review it and find that everything is perfect. In other cases, you...
Digital assets are getting more complicated
Digital assets are growing more common. In many cases, sellers are phasing out physical copies of different types of media. People are simply buying or downloading digital copies, instead. There are countless examples of this, from video games to musical albums to...
Can you use a trust to protect investment assets?
People acquire many different types of property for investment purposes. Some people buy real estate to rent out to others or resell in the future. Others purchase stocks and other traditional investment instruments. Those investment resources could be at risk if the...
How can you pass assets to your loved ones?
Estate planning is a crucial process that ensures your assets are handled according to your wishes. It involves preparing for the management of your estate after your death. There are various ways that you can get assets where you want them to go. It’s critical to set...
When is it time to review your estate plan?
It is important to periodically review an estate plan. You’re not always going to have to make updates to that plan. But you want to take a look at the plan and compare it to your current life situation to see if it still fits. In some cases, you’ll realize that...