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...
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...
Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

As a parent of a child with mental illness, you know it is not an easy road.  There is no question that your child has faced more challenges than most and, as his or her life has continued, you have found these challenges become more complicated as your child becomes an adult. From navigating public benefits to ensuring your child has the health care needed on a daily basis to understanding the best way to communicate with your child, you know...
Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State

Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State

It can be important to update your estate plan when you move to a new state. Why is that? Let us discuss some of the key reasons why you should make updating your estate plan a priority after moving to a new state. The laws are different in every state. While one state will probably honor your will, trust or other estate planning documents executed in another state, because the laws vary from state to state, not updating the estate planning...
Why You Need an Elder Law Attorney in Addition to an Estate Planning Attorney

Why You Need an Elder Law Attorney in Addition to an Estate Planning Attorney

Do you have a great estate planning attorney? If so, you may think you are all set. Having an elder law attorney as part of your team, however, can be critical as you head into your golden years. Estate planning attorneys may be proficient at tax and inheritance matters, but they typically do not specialize in the other types of planning needed as you age. For issues like long-term care or nursing home planning, you may need to turn to an elder...