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Why Living Trusts Can Be Just as Important as Wills to Your Estate Planning

Our goal as estate planners is to ensure that your designated beneficiaries receive your assets upon you’re your death with as little diminution as possible. While the size of estates may vary, the assets you own at death represent all that you have worked so hard to acquire, protect, and grow during your lifetime. Wills Read More

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Your Estate Planning Should Include a Designation of Health Care Surrogate

A health care surrogate is a person with legal authority to make important medical decisions on your behalf in the event you are too sick to do so, or you simply want some assistance with those decisions. With the COVID-19 pandemic devastating communities throughout Florida and the rest of the country, it’s more important than Read More

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What is Required from the Trustee of Your Trust

One popular estate planning tool in Florida is the revocable living trust, which allows individuals to transfer property into a trust during their lifetime and contains instructions for distribution upon their death. When you create a living trust, you name a successor trustee who manages your trust if you become unable to handle your financial Read More

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Estate Planning in the Time of COVID-19

The coronavirus pandemic has upended every area of life, including planning for one’s death or disability. Whether you have an estate plan or need to create one for the first time, this crisis is a valuable reminder about the importance of estate planning. Fortunately, the pandemic doesn’t have to stop you from making or revising Read More

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What are the Different Types of Power of Attorney in Florida?

There may eventually be situations, such as your own incapacity or some other circumstance, in which you would like a trusted person to have the ability to make decisions or take actions on your behalf. A Florida power of attorney allows you to create this arrangement by designating someone as your agent for general or Read More

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Florida Tax and Estate Planning and the CARES Act

While many portions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act focus on providing relief to businesses and employees, there are several provisions that apply to tax and estate planning as well. First, the CARES Act increases the ability to take charitable deductions on your income tax return. Starting in the 2020 tax Read More

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Preparing Your Estate Plan During the COVID-19 Pandemic

The continued spread of coronavirus has led more people to think about estate planning. This is certainly the case in Florida, where the state has topped 200 daily COVID-19 deaths on several occasions. For most people, an estate planning involves a will, a revocable trust, a durable power of appointment, a designation of health care Read More

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Understanding How COVID-19 May Have Affected the Value of Your Estate

The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be Read More

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Florida Guardianship: How Your Estate Plan Can Protect You

Over the past several years, Florida guardianship has been in the news, with multiple stories revealing fraud and abuse by professional guardians who take advantage of elderly wards. Accusations aimed at guardians include overcharging, moving wards out of their homes to sell their property and even filing a do-not-resuscitate order without the individual’s knowledge, which Read More

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Digital Access and Your Estate Plan

If you have ever lost internet access or suffered a computer crash, you have likely experienced the jarring reminder of how much of your life exists online. From Facebook to your checking account, family photos to music collections, it’s easy to take for granted how dependent you are on the internet. Drafting a will and Read More

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