We often speak about health care surrogate, powers of attorney and other probate and estate administration matters on this blog. Indeed, last week, we spoke about this very topic, senior healthcare options. And, this week, we will explore more information about these...
Estate Planning
Estate Planning
Learning about senior healthcare options
When developing an estate plan, people often dwell more on the allocation of their financial assets and think less about how they may have to finance costly medical procedures and even long-term care in their golden years. But current medical issues as well as chronic...
The 4 grounds for challenging a will
Losing a loved one is never easy and finding out you were left out of their will can come as an unpleasant shock. When this happens, those in the Tampa area may want to contest the will especially if they believe their disinheritance was due to defects in the will,...
What will you think about as you craft an estate plan?
The majority of people in Florida probably don’t have an estate plan. So, if you are thinking about getting yours ready, you are ahead of the curve. But, there are many different options when it comes to estate planning, which might seem daunting to some of our...
Three estate planning myths
Many people are familiar with the concept of estate planning; unfortunately, few people understand the process in detail. For this reason, many estate planning myths have been allowed to fester. Here are three such myths and why they’re wrong. Estate planning is only...
Benefits of a living trust
Estate planning is complicated. Everyone has unique objectives and interests they want to protect – there is no one-size-fits-all approach. This being said, one of the most versatile estate planning tools is the living trust. The living trust isn’t for everyone, but...
Important financial details in estate planning
Florida couples usually receive comprehensive advice on the importance of advanced directives such as a living will or durable power of attorney when discussing estate planning. But it is important as well to remember to also consider naming a financial POA when...
How to select a trustee for a Florida Trust
As you begin the estate planning process, you may discover that creating a trust is the best option for you and your beneficiaries. If you choose to create a trust, you as the grantor must name someone to serve as a trustee for the trust. The trustee will have the...
What is an advanced directive?
When Florida residents think of estate administration, they likely think of creating wills and trusts to ensure their assets are distributed according to their wishes after their demise. However, estate planning also includes important documents that tell loved ones...
Contesting a will in Florida
When a person passes away, it is necessary to address their property and affairs. This may be completed through the probate process in Florida. Often, a will lists the deceased person's wishes regarding who should receive their property after their death, also...
