People might assume that they do not need an estate plan if they do not have substantial assets. However, naming people you want to make decisions on your behalf is a critical component of any estate plan.  In fact, every adult can benefit from naming the parties they...

A common issue that is often overlooked in estate planning involves Medicaid eligibility. Though it is a needs-based program, it offers seniors a way to cover potential long-term care expenses without compromising their legacy. The goal of estate planning is to...

Creating and maintaining your estate plan are two important steps in end of life planning. But there is one step that many people overlook, or simply do not wish to address. This step involves discussing your estate plan with your family and loved ones. Death and...

You likely put considerable thought into naming beneficiaries and getting your finances in order for your Florida estate plan. If you are like many individuals, you believe that naming your oldest child or best friend is the right move when naming a trustee. However,...

Having a comprehensive estate plan is paramount for ensuring that your assets get passed on to your beneficiaries in a timely manner after your death. Many people are familiar with the role a will can play in this process, but living trusts can help you disseminate...

The hope os many in Florida engaged in the estate planning process is that their plans will help limit the liabilities levied against their estates once they are gone. Yet many might assume that no matter one's plans, their estate will still be subject to tax. Yet...

One of the most important parts of creating your estate if you have children is naming a guardian for them. The Florida Courts state that a guardian is someone who can make personal and/or financial decisions for a minor, and the court appoints this person. Although...

You may have a family member who depends on you for support, perhaps an incapacitated parent or a disabled child. If so, you may have given some thought to providing for this individual after you die. A special needs trust is an effective way to secure your loved...

Florida state laws oversee all matters related to estate planning. The careful oversight ensures that no abuse of the system occurs. This allows you to follow a plan in peace knowing your loved one's wishes get fulfilled. However, every system has its flaws and there...

Many people may realize they need an estate plan but not know where to start. There are a few things people should keep in mind as they create their estate plan.  According to Nerd Wallet, one of the first steps of estate planning is listing all the assets. People...