4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

Has your spouse or loved one recently passed away? We know this has been and continues to be a traumatic time. The emotional toll it is taking on you is undoubtedly tremendous. Are you having trouble moving ahead and taking any estate planning steps because of sadness, confusion and a loss of purpose? We want you to know our thoughts are with you and we can help. Did your spouse or loved one pass away with an estate plan? Did you know that one...
Caring for a Loved One With Dementia? Four Tips You Can Use

Caring for a Loved One With Dementia? Four Tips You Can Use

Did you know that it is very important for your loved one to create an estate plan now that he or she has been diagnosed with dementia? Meeting now, while your loved one still has capacity for making decisions, is crucial to estate planning. Take a minute to visit our website, this Thursday, to learn more about the importance of estate planning if your loved one has dementia. Do you care for a loved one in your home? Has your loved one just...
Where Should I Keep My Original Florida Estate Planning Documents?

Where Should I Keep My Original Florida Estate Planning Documents?

Do you, like many Floridians, keep your important paperwork, documents and valuables at your local bank in a safe deposit box? Are you confident that renting a safe deposit box is much safer than keeping everything at home? Have you decided, now that your estate plan is complete, to keep your original documents in your safe deposit box at the bank? If you have, we would like to share the pros and cons of your decision here in this blog. Some...
3 Reasons Why Most Trusts Will Fail

3 Reasons Why Most Trusts Will Fail

Are you considering adding trusts to your estate plan? Are you familiar with what a trust can do for your estate plan, but also what you must do as well? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the beneficiaries of the trust, and the requirements for distributing the trust assets to the beneficiaries. Secondly, the trustor must fund or place into the trust his...
Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

As a Florida senior adult, enjoying life in the Sunshine State, do you have an estate plan in place? Did you know that research tells us that less than 50% of all Americans have an estate plan or even a will. We want you to know that without an estate plan in place your family may face difficulty after you pass away, including sorting out your assets and any debts you may have. In regard to estate planning, no matter how big or how small,...