Are You Unknowingly Setting Yourself Up for Florida Probate?

Are You Unknowingly Setting Yourself Up for Florida Probate?

We know that estate planning can be confusing, and many Floridians assume that drafting a last will and testament or taking some basic steps can automatically help their loved ones avoid probate. Unfortunately, this assumption is often wrong, and without proper planning, even well-meaning efforts can lead to an extended probate process. It is important for you to know probate in Florida can be time-consuming, expensive, and emotionally draining...
5 Estate Planning Tips Every Florida Senior Needs Today

5 Estate Planning Tips Every Florida Senior Needs Today

Are you a senior living in Florida? Do you have an up-to-date Florida estate plan? Were you aware that your Florida estate plan is a vital instrument of financial and personal preparedness? It makes sure that your wishes are honored and your loved ones are taken care of both during life and after you pass. It does not matter whether you are starting the creation of your Florida estate plan or updating an existing one, it is crucial that your...
Do You Know Why Trust Agreements Could Fail In An Estate Plan?

Do You Know Why Trust Agreements Could Fail In An Estate Plan?

Did you know creating a trust agreement is a vital component of any comprehensive estate plan? Trust agreements are designed to do many things including, but not limited to, protecting your assets, providing for your beneficiaries, and ensuring your wishes are honored after your passing.  Simply having a trust in place, however, is not enough to guarantee that your Florida estate plan will work as intended. Trust agreements can fail for a...
Three Common Mistakes Made When Trying To Avoid Probate

Three Common Mistakes Made When Trying To Avoid Probate

Are you a private person? Do you hope to keep your estate private when you pass away? How can you do that? Have you recently created your last will and testament, but unsure whether your estate may still have to be probated?  First, having a last will and testament in place is excellent. Unfortunately, the fact that you have a will does not, by itself, allow your estate to avoid probate. Here are three common mistakes that are made when...
Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

As a Florida senior adult, enjoying life in the Sunshine State, do you have an estate plan in place? Did you know that research tells us that less than 50% of all Americans have an estate plan or even a will. We want you to know that without an estate plan in place your family may face difficulty after you pass away, including sorting out your assets and any debts you may have. In regard to estate planning, no matter how big or how small,...