Are You Unknowingly Setting Yourself Up for Florida Probate?

Are You Unknowingly Setting Yourself Up for Florida Probate?

We know that estate planning can be confusing, and many Floridians assume that drafting a last will and testament or taking some basic steps can automatically help their loved ones avoid probate. Unfortunately, this assumption is often wrong, and without proper planning, even well-meaning efforts can lead to an extended probate process. It is important for you to know probate in Florida can be time-consuming, expensive, and emotionally draining...
5 Estate Planning Tips Every Florida Senior Needs Today

5 Estate Planning Tips Every Florida Senior Needs Today

Are you a senior living in Florida? Do you have an up-to-date Florida estate plan? Were you aware that your Florida estate plan is a vital instrument of financial and personal preparedness? It makes sure that your wishes are honored and your loved ones are taken care of both during life and after you pass. It does not matter whether you are starting the creation of your Florida estate plan or updating an existing one, it is crucial that your...
Do You Know Why Trust Agreements Could Fail In An Estate Plan?

Do You Know Why Trust Agreements Could Fail In An Estate Plan?

Did you know creating a trust agreement is a vital component of any comprehensive estate plan? Trust agreements are designed to do many things including, but not limited to, protecting your assets, providing for your beneficiaries, and ensuring your wishes are honored after your passing.  Simply having a trust in place, however, is not enough to guarantee that your Florida estate plan will work as intended. Trust agreements can fail for a...
What Does an Agent Do Under Your Power of Attorney?

What Does an Agent Do Under Your Power of Attorney?

In the realm of estate planning, the creation of a durable power of attorney stands as a critical step toward safeguarding your financial and health-related decisions should you become incapacitated. The designation of an agent under a durable power of attorney grants them the authority to act on your behalf, making decisions that align with your wishes and best interests. Let us share with you more information specifically on the pivotal role...
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...