Articles

two males sitting on beach

Can We Talk? Having the Needed Conversations with Potential Guardians

Estate planning is more than making choices. It is also about having conversations with those people you select to act for you in case of your death or disability—personal representatives, powers of attorney, and guardians, to name a few. A lot of… Read More
Avoid unintended consequences from using a DIY deed

Don’t Let These Four Key Account Types Fall Through the Cracks: Name Your Beneficiaries

Your estate planning—that part naming whom you want to have things after you die—involves more than your will. You should also select whom you want to receive various accounts you have. These accounts can be given directly to those persons you na… Read More
Plan to Avoid a Mess

Are You Planning a Legacy or a Mess?

We probably don’t actually plan a mess. But without planning, often that is what we leave. A recent book by a Jacksonville author highlights this potential pitfall. The Florida Times Union this week featured an article about a new book by Jacks… Read More
Blended Families in Florida Must Decide Who Makes Health Care Decisions

The Blended Family: Who is your Health Care Surrogate?

Ultimately, you have the right to decide what type of health care you would like to receive. You also have the right to decide whom you want to make these decisions. Blended families present some unique challenges in these situations. To help that, c… Read More
Learn how using a Trust can help you take care of your elderly parents in Florida.

Using a Trust to Provide Care for Your Elderly Parents

Using a Trust to Supplement Care for Your Elderly Parents Estate planning is for everyone. Sometimes, young adults without children assume they don’t need to plan; everything will go to their parents anyway. But as your parents age, and as you… Read More
Use a Trust to Protect Your Money From Young Adults' Bad Decisions in Florida.

Using a Trust to Keep Money Safe from Young Adults' Bad Decisions

A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f… Read More
Dividing Propety for Blended Families

The Blended Family: Considerations for Dividing Property

Estate planning for blended families is a complex subject. The process may involve unique challenges because an absolute answer for determining how property should be handled does not exist. This post will give you an overview of some property distri… Read More
Categories: Trusts, Wills
Why Single People Need a Health Surrogate

Why Single People Need a Health Care Surrogate

It is of great importance for everyone to appoint a health care surrogate. If you are unable to make your own decisions, a health care surrogate is the person who steps in to make decisions for you. Discussing things in advance with your surrogate ca… Read More
If you have a Will before getting married in the state of Florida, make sure the important things don't change.

Going to the Chapel? Going to get Married?

Ah, weddings. Joy. Bliss. Love. The blending of two hearts. And two lives. And bank accounts. And assets. And one of those five reasons discussed earlier to update your estate plan. If you don’t update your estate plan before jetting off on the… Read More
Categories: Wills
Protecting Your Legacy

Using a Trust to Protect Your Legacy from Your Children's Ex-Spouses

A living trust is a useful tool for safeguarding your legacy and enabling the transfer of assets to a specific beneficiary. It can also protect against claims made by potential interlopers, such as a child’s ex-spouse. If your son’s or da… Read More