The old adage says that we can only be certain of two things; death and taxes. When it comes to estate planning, the two tend to go together. As you make plans for what will happen with your estate after you pass away, you know that taxes will be a significant factor....
Estate Planning
When aging at home is not working
Living at home suggests a certain amount of autonomy and independence. As loved ones age, they are often reluctant to leave home because where they live is an integral part of who they are. As your family gets older, their care often becomes more complex. For some, it...
What debt dies with me?
We live in an age in which taking on debt is more common than previous times. Where debt used to be limited to the purchase of homes and vehicles, many families now accumulate debt for smaller, less significant purchases. In today’s world, you can make payments on...
When is a trust invalid in Florida?
For years, you have worked hard to build an incredible life for your family. Leaving part of your estate for your loved ones can be an essential part of why you do what you do. A trust can be a valuable tool for passing on part of your legacy. However, when your...
Should your estate plan include a nursing home?
There are many reasons people have negative feelings about assisted living facilities. Unfortunately, news outlets and other media often portray the worst aspects giving the industry a bad reputation. On a practical level, not all family members are qualified to care...
Do your children want to inherit your collectibles?
Creating a collection can be an exciting hobby. Depending on what you collect, your collection could have significant value, or it might simply be valuable to you because you enjoy it. As you consider your estate plan, you may wonder how to include your collection....
What accounts count (toward probate thresholds)?
It is becoming increasingly common for people to have many financial accounts. In addition to the classics, like checking and savings, you may also have multiple retirement and investment accounts. As you think about your estate plan, you will need to consider what...
Is it worth it to try to avoid probate?
Part of having an estate plan is making it more straightforward for your loved ones to wrap up your affairs after you pass away. Although some headlines and pop culture references suggest trying to avoid probate altogether, that is not typically the best option....
Should my business be part of my estate plan?
Owning a business is an integral part of building a life for you and your family. As you think about creating an estate plan, your company has likely played a significant role in building the assets you intend to pass down. Having a plan for your business when you...
Could my end-of-life expenses wipe out my estate?
Your estate plan is a way for your legacy to live on and to support your loved ones, even after you pass away. After years of planning, you want your friends and family to have the assets you worked hard to leave for them. Unfortunately, medical care is often an...
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