Can You Use Different Trust Types in Estate Planning?

Can You Use Different Trust Types in Estate Planning?

Did you know that trusts are one of the estate planning tools created for the management of assets, both during your life and after your death? In fact, there are several types of trusts to use in estate planning. However, in this blog we will divide trusts into a couple of categories to make them easier to understand. In the simplest terms, trusts are either revocable or irrevocable. This means they can either be changed or revoked after they...
As You Make Plans in the New Year, Consider a Trust

As You Make Plans in the New Year, Consider a Trust

Are you reflecting on the resolutions you made for the new year? We believe that creating a Florida estate plan is one of the most important New Year’s resolutions you can make this year. A Florida estate plan can protect both now, while living, and at the time of your death. Your Florida estate planning attorney will work with you to create a plan that ensures your choices for your health care and finances are honored by your chosen decision...
10 Questions to Use When Updating Your Estate Plan in the New Year

10 Questions to Use When Updating Your Estate Plan in the New Year

The new year has begun, January is underway, are your resolutions completed? We know many Floridians are focusing on how they will reach the resolutions they set. Did your resolutions focus on work or health or family or all three? Did you include creating a Florida estate plan in your resolutions? We want you to know that we believe that one of the most important New Year’s resolutions you can make this year is to create your Florida estate...
Five Significant Changes that May Show Your Parent Needs In-Home Care

Five Significant Changes that May Show Your Parent Needs In-Home Care

After a continued period of social distancing, traveling restrictions, and limited opportunities to see loved ones in person, were you able to visit with your aging parent during the holidays? Even though technology has enabled many of us to remain connected, there are certain things that you can do, or that are easier to notice, in person. When you are visiting in person with an aging parent, it is important to pay attention to even the...
Tips for Reviewing Your Estate Plan as the Year Comes to a Close

Tips for Reviewing Your Estate Plan as the Year Comes to a Close

As the new year, 2022, is fast approaching and the pandemic continues, are you still busy finishing up all your end of the year plans? As you take stock of what has happened this year and reflect on goals for the coming year, are you also thinking about your future, as well? Again, as you think about the past year and look to the future, what are your goals for yourself, your loved ones, and your legacy? What do you immediately need to...