Making Plans In the New Year? Consider a Trust in Your Estate Plan

Making Plans In the New Year? Consider a Trust in Your Estate Plan

Thinking about adding a trust to your Florida estate plan? As you make your plans for the new year, you should meet with your Florida estate planning attorney and consider a trust.  Are you aware that a trust is an estate planning tool created for the management of assets, both during your life and after your death? In addition, there is not just one type of trust, but several used in estate planning. In regard to this blog and in order to make...
Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Have you recently been diagnosed with Alzheimer’s disease? We know this diagnosis can be disturbing and overwhelming. What should you do now?  How do you learn more about Alzheimer’s? How can you be prepared for your future? Be aware that you are not alone. In fact, there is a worldwide effort to find a cure and to help support people in need during Alzheimer’s and Brain Awareness Month. It is highly recommended that you consult with a Florida...
Are There New Planning Opportunities for Florida SLATs?

Are There New Planning Opportunities for Florida SLATs?

Do you and your spouse have a Florida estate plan? Over the past year, we have shared key articles with you on the types of trust planning you can complete to ensure your goals for yourself, your family, and your legacy are reached. One of the articles that many of our couples contemplating Florida estate planning want to read focuses on the Spousal Lifetime Access Trust. Commonly referred to as a “SLAT” this is an estate planning tool you...
In the Future How Will You Pay for Long-Term Care?

In the Future How Will You Pay for Long-Term Care?

Have you considered a future that might include the need for long-term care? Furthermore, how would you pay for long-term care if you needed it? Have you thought about the reality that in the future you may not be able to live on your own, in your own home, without mobility and cognitive challenges? In fact, it is not a reality that many of us want to face or plan for. In fact, with less than half of all Americans today even completing their...
How to Choose the Right Fiduciary for Your Estate Plan

How to Choose the Right Fiduciary for Your Estate Plan

In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...