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...
How Poor Estate Planning Can Hurt Your Child’s Future

How Poor Estate Planning Can Hurt Your Child’s Future

Are you a parent? Do you have young children and still go to baseball, ballet or piano practice with your children? Or, do you have older children who are married with children of their own? As a parent, you know while they were young you tried to provide for their needs. As adults, you know that you are always there for your children and grandchildren. With all that you have done, though, have you created an estate plan to positively impact...
Are You Heading for Florida Guardianship?

Are You Heading for Florida Guardianship?

If you were to suddenly become incapacitated due to an accident, injury or disease, what would happen to you? What if your advanced age keeps you from an ability to properly keep up with all your medications, regular hygiene, or basic finances? Are you planning for a family member to step in and take over your affairs? Will the state have to step in and appoint a guardian for you? The decision may not be that easy. Unfortunately, even if you...
Tips for Addressing Early Signs of Alzheimer’s Disease in an Elder Loved One

Tips for Addressing Early Signs of Alzheimer’s Disease in an Elder Loved One

Were you aware that June is Alzheimer’s and Brain Awareness Month? Currently, did you know that there are more than 5.8 million Americans living with Alzheimer’s Disease? Even though there is still no known cure, it is widely accepted that the number one risk factor is advanced age. Playing a critical role in supporting an impacted senior’s long-term well-being are family caregivers. There are many resources available to help family caregivers....
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...