Protecting
Your Legacy
Many older adults prefer to age at home, surrounded by familiar spaces and trusted faces. Often, a family member or close friend steps in as a caregiver, promising to provide help in exchange for future benefits. At first, these arrangements feel natural, born out of...
Florida is a prime winter haven, and thousands of nonresidents buy homes, condos or investment properties here every year. While your current will or trust handles assets in your home state, it often hits a major roadblock when dealing with Florida real estate. Owning...
A quick look at statistics shows that many people are waiting to make their estate plans. After all, the majority of Americans do not have an estate plan yet, and one of the top reasons is that they claim they just have not gotten around to making one. It is not that...
Probate proceedings are usually necessary when an adult dies. Surviving family members often initiate the probate process by filing paperwork with the courts. Typically, they must locate estate planning paperwork, including the will of the deceased individual. In some...
If you haven’t looked at your estate plan in a while, you’re not alone. Many people create an estate plan and tuck it away, assuming the job is done. On paper, it might look like you’ve taken care of everything, but the reality may be very different. An outdated...
If you have an estate plan in place (even a simple will), your spouse is likely mentioned multiple times. That means if you’re divorcing, you’ll need to review your estate plan as soon as possible to determine what changes you want or need to make and the appropriate...
When estate planning, it is very common to think about assets that have a lot of financial value. This could include a life insurance policy, a family home, a vacation property, commercial real estate, an investment portfolio and things of this nature. And it is...
Wills can accomplish many different estate planning goals. People can appoint a guardian to care for their children or nominate a personal representative to oversee estate administration. They can identify their beneficiaries and dictate what each beneficiary inherits...
Probate proceedings help protect the rights of parties with an interest in an estate. Heirs and beneficiaries expecting to inherit from an estate have an interest in the probate process. So do creditors owed money by the decedent. The personal representative managing...
Dementia is a progressive condition that can deeply affect memory, behavior and the ability to make sound decisions. For many families, recognizing when a loved one can no longer manage their affairs independently is difficult. However, when dementia reaches a point...