Estate Planning

Busy entrepreneurs in Florida often have to juggle multiple responsibilities. Unfortunately, important personal finance concerns can sometimes take a back seat to immediate business issues. As a result, some entrepreneurs have estate plans that are out of date and may...

Florida residents who are being pressured to sign a power of attorney document may be wise to resist. While such a document may be critical if an individual is unable to manage his or her own affairs, it is one that should be made free from any undue influence. In...

Many people living in Florida may have an incomplete estate plan and not know it. The importance of having a will has been stressed for some time, which may in some cases lead people to believe that the document is sufficient for determining what happens to their...

Florida residents who are creating an estate plan may want to consider the duties of the executor that they will appoint. The first thing an executor must do is obtain death certificates so that various institutions and agencies such as banks, the Department of...

Florida residents who are creating an estate plan might want to consider a planned gift. Planned giving refers to making charitable donations, and it offers a number of benefits to various parties. Tax benefits are one advantage. Options include charitable reminder...

People living in Florida are often concerned about estate planning issues. In many cases, the primary concern is ensuring that investments are liquidated, cash assets are distributed and any personal effects go to the appropriate friends and family members. In some...

Florida residents who are creating an estate plan might want to consider discussing it with family members. In fact, talking about finances can be an ongoing conversation. However, discussing money can be difficult for some people. One way to better frame the...

Floridians who are beginning to think about estate planning may want to try to avoid the probate process. One way for people to pass their assets on to successive generations is by establishing trusts while they are still alive. It is important to be careful when...

Pets can be some of the most beloved members of the family for people in Florida and throughout the United States. Indeed, according to the National Pet Owners Survey, a full 68 percent of households across the nation own a pet, which amounts to around 85 million...

Advance planning can offer many benefits to Florida residents with family in and out of state. A thorough estate plan can shield assets, limit family disputes and minimize burdensome decisions for grieving loved ones. However, business owners and others actively...