Tips on What to Keep, Discard, and More When it Comes to Your Estate Planning

Tips on What to Keep, Discard, and More When it Comes to Your Estate Planning

Estate planning can be a daunting task, but with the right guidance, you can ensure that your affairs are in order and your wishes are honored. Many people find themselves overwhelmed by the complexity and emotional weight of organizing their estate. From determining which documents are essential to deciding what can be discarded, the process requires careful thought and consideration.  As life evolves, so do your needs and priorities,...
Key Florida Estate Planning Tips for Young Families

Key Florida Estate Planning Tips for Young Families

School is out, summer is in full swing and families are vacationing, participating in activities together and making memories.  As parents with a young family this is also an excellent time to think about important financial and legal matters, such as creating a Florida estate plan. It is probably not on the top of your summer to-do list, but it should be near the top. It is important for young families to take the time this summer to plan...
What Does an Agent Do Under Your Power of Attorney?

What Does an Agent Do Under Your Power of Attorney?

In the realm of estate planning, the creation of a durable power of attorney stands as a critical step toward safeguarding your financial and health-related decisions should you become incapacitated. The designation of an agent under a durable power of attorney grants them the authority to act on your behalf, making decisions that align with your wishes and best interests. Let us share with you more information specifically on the pivotal role...
The Special Needs Planning You Need When a Loved One Has Autism

The Special Needs Planning You Need When a Loved One Has Autism

Did you know April is World Autism Month? This is a time to promote autism awareness, inclusion, and self-determination for all, and assure that each person with ASD (Autism Spectrum Disorder) is provided the opportunity to achieve the highest possible quality of life. For families with loved ones on the autism spectrum, understanding the complexity of special needs planning is paramount. Special needs planning is more than just a legal task;...
Will the New Corporate Transparency Act Impact You and Your Business?

Will the New Corporate Transparency Act Impact You and Your Business?

Navigating the evolving legal landscape presents challenges for businesses today, especially with the introduction of new regulations like the Corporate Transparency Act (CTA). This significant legislative change requires certain businesses to report ownership information, with the goal to combat financial crimes. We know you may have questions and our blog post right here delves into the CTA, its objectives, and its potential impact on...
7 Ways You Can Give the Gift of Florida Estate Planning This Valentine’s Day

7 Ways You Can Give the Gift of Florida Estate Planning This Valentine’s Day

In the spirit of Valentine’s Day, and throughout the year, we often find ourselves reflecting on our love for our family and contemplate the most meaningful ways to articulate our sentiments. Traditionally, this season of love is adorned with bouquets, candy, and heartfelt gifts that aim to capture the essence of our feelings. Yet, while these tokens hold a cherished space within our celebratory traditions, there lies an extraordinary...