On behalf of L. Bruce Swiren, P.A. | Aug 24, 2019 | Estate Planning
As a Florida business owner, you might also want to include business succession plans when you are tackling estate planning. We at L. Bruce Swiren, P.A., are here to help you look at your options for business succession plans. Business succession plans are the part of...
On behalf of L. Bruce Swiren, P.A. | Jul 26, 2019 | Estate Planning
Estate planning is necessary if you wish to have a say over what happens to your assets after you die and who makes decisions for you if you become incapacitated. But if you want your plan to continue to reflect your changing wishes and circumstances, it is vital to...
On behalf of L. Bruce Swiren, P.A. | Jul 15, 2019 | Estate Planning
Estate planning in Florida may seem stressful, but understanding the fundamental difference between basic documents may make the process easier. Going into a planning session armed with pertinent information can help expedite the drafting process. Wills and trusts are...
On behalf of L. Bruce Swiren, P.A. | Jun 25, 2019 | Estate Planning
Passing on without leaving a clear, legally valid will can put family members through a long and complex probate process. Probate can be a very tense and stressful time for relatives—especially for the sons and daughters of the decedent. If you have an elderly parent...
On behalf of L. Bruce Swiren, P.A. | Jun 21, 2019 | Estate Planning
As part of your estate planning strategy, it is good to include advance care planning. That way, your loved ones know how to take care of you and your health should you ever become incapacitated and unable to voice your desires. The National Institutes of Health...
On behalf of L. Bruce Swiren, P.A. | May 2, 2019 | Estate Planning
Before you sit down to write your will, you need to know exactly what you plan to include in it. Taking an inventory of all your assets can help with this process. It can also help you to identify what not to include. Assets in trust Perhaps you have not created a...
On behalf of L. Bruce Swiren, P.A. | May 1, 2019 | Estate Planning
It is not uncommon for Florida residents, as they grow older, to experience a decrease in cognitive function. This decrease may be minor and include nothing more than forgetting the occasional tidbit of information, or it can be more severe and entail forgetting major...
On behalf of L. Bruce Swiren, P.A. | Jan 30, 2019 | Estate Planning
When it comes to estate planning, many people do whatever it takes to speed up the process. While it’s not the most enjoyable thing you’ll do this year, the creation of a comprehensive estate plan will give you peace of mind. Any estate planning mistake...
On behalf of L. Bruce Swiren, P.A. | Jan 4, 2019 | Estate Planning
As with many topics, myths abound when you talk about estate planning. You may even hear them from well-intentioned friends and family members. People repeat them without realizing that they’re spreading misinformation. To help you avoid any issues down the...
On behalf of L. Bruce Swiren, P.A. | Dec 18, 2018 | Estate Planning
You’re doing your estate planning, and you want to ensure that you pass as much of your estate as possible on to your heirs. That’s why you’re working so hard to plan in advance. One major concern you have is paying estate taxes. You’ve moved...
