Reviewing your estate plan can feel like an enormous task. After all, it takes you years to create and finalize it. If you have to review it every three or so years, that can feel even more daunting. But fortunately, there are ways in which you can streamline your...
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What do you know about estate planning in your 20s?
You recently graduated from a Florida college, and you may feel you have several decades before tending to estate planning. Should you create a preliminary plan ASAP? U.S. News & World Report offers insights for protecting your legacy as a recent college graduate....
Is it time to review your estate plan?
Creating your estate plan is just one step in your end of life planning. After its creation, you must maintain it. After all, your estate plan must accurately reflect your current life circumstances. But how often should you review your estate plan? Are there any...
The value of an estate plan review
Instead of viewing estate planning as a single event or activity, people should consider this an ongoing activity. An estate plan reflects a person's life, family and financial assets. All of these things change over time, making it important that an estate plan...
Should I put my adult child on the deed to my home?
Much of estate planning is helping your heirs avoid the probate process. There are many good reasons for this, as probate keeps your assets out of your heirs' hands, and the process itself is public and can take a long time. However, not all gambits to avoid probate...
3 ways to reduce inheritance conflict
Putting together a Florida estate plan gives you a chance to dictate what you want to happen to your legacy and who you want to gain access to it. Unless you are careful when creating your estate plan, though, your loved ones may run into trouble if one of your...
How can a living trust benefit your situation?
It is never too early or too late to make critical decisions regarding your estate. Whether you are just getting married or retiring from your career, it is important to create documents regarding what you would like done with your estate should an accident or tragedy...
What are the most common mistakes in writing a will?
As you draft your last will and testament in Florida, you want to make sure that it is written in the best possible format with minimal mistakes. However, not all mistakes are grammatical. Many people forget some important aspects of writing a will. Failing to notice...
Does Your Estate Plan Need An Update?
Only about 40 percent of Americans have a will or living trust in place. If you are among them, consider yourself ahead of the curve. But estate planning is not a singular event that lasts for a lifetime. After your plan is created, it should be reviewed periodically...
Draft as estate plan with the heirs in mind
Individuals build estate plans from a collection of complex legal documents concerning a person’s financial affairs, insurance policies and instructions for distributing assets upon their death. An appointed executor manages this process and works with the heirs on...