As You Make Plans in the New Year, Consider a Trust

As You Make Plans in the New Year, Consider a Trust

Are you reflecting on the resolutions you made for the new year? We believe that creating a Florida estate plan is one of the most important New Year’s resolutions you can make this year. A Florida estate plan can protect both now, while living, and at the time of your death. Your Florida estate planning attorney will work with you to create a plan that ensures your choices for your health care and finances are honored by your chosen decision...
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...
5 Estate Planning Mistakes to Avoid in the New Year

5 Estate Planning Mistakes to Avoid in the New Year

The holidays are a special time of year for families to gather and spend time together. For parents and grandparents, the holidays can also be an occasion to update an estate plan. Life events, such as the birth of a child or grandchild, may have occurred since an estate plan was last revised. Plus, changes in tax laws, investment markets or the sale of assets may require additional planning. With everyone in the same place, and a new year...