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...
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...
Tips for Working with Your Estate Planning Attorney When Tax Laws are Changing

Tips for Working with Your Estate Planning Attorney When Tax Laws are Changing

Are you keeping current with the tax laws and how they may apply to your Florida estate plan? Our Florida law firm focuses on the specific needs of Floridians who want assistance with this type of legal planning. Florida estate planning and taxes can be complicated. Therefore, it is important to have a strong relationship with an experienced Florida estate planning attorney due to the level of complexity involved in estate planning, especially...
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...