Estate Planning

If you lose your keys or forget where you park your car from time to time, you may chalk it up to the remnants of old age. You may not even consider that these forgetful moments may carry over to how you manage your finances in your golden years.Nevertheless, elderly...

Most Florida residents do not like to think about growing older and eventually leaving loved ones behind, but estate planning is important and necessary since no one knows what the future holds. There are a few basic things that adults can do to start preparing...

Memorial Day weekend is supposed to be about celebrating those in our armed forces who have made the ultimate sacrifice, but it is largely about family getting together to remember the past while enjoying the present. In these instances, it may be awkward to talk to...

Retirees living in Florida who are well-off and have no children may wonder who they should appoint as executor for their estate. This may particularly be the case if one spouse is reluctant to deal with the financial issues that would accompany the death of the other...

Estate planning in 2016 is not like how other generations planned how their assets would be distributed when they passed away. Indeed, people still establish wills and different forms of trusts, but with so many people having digital assets (i.e. email accounts,...

When most Florida couples are ending their marriages, they primarily concentrate on the immediate issues at hand such as dividing property, figuring out child custody and determining spousal and child support. Far too few people think about how their divorces might...

According to a survey from Merrill Lynch, 70 percent of baby boomers believe that receiving money under a will or trust is an expression of love. From an estate planning perspective, this can be problematic as millennials don't necessarily look at it the same way...

Florida residents who are considering who to name as beneficiaries under their life insurance policies or retirement accounts should keep some important considerations in mind. Beneficiary designations can be made to anyone who is not a minor, and they override what...

Celebrities are just as likely to make the same estate planning mistakes as people who are less famous. In April, reports surfaced in Florida media that Prince did not have a will when he died suddenly. This was also true in the death of singer Amy Winehouse. As a...

People in Florida who need to make an estate plan might be considering a do-it-yourself will. However, there are some drawbacks to making a will without legal assistance. No two estates are the same, and generic advice may not be appropriate for a person's situation....