As you plan for the future and consider how to pass on your legacy, you're likely weighing your options for transferring property to loved ones. One tool that may have crossed your radar is a lady bird deed. In Florida, this deed can be a powerful way to ensure that...
Estate Planning
Should you discuss your body donation plans with your family?
When making estate plans, it is essential to consider the fate of your body after you pass away. Anatomical donation can be a generous and meaningful act. Discussing this plan with your family is crucial. There is no federal law requiring you to inform your family...
What is anatomical donation?
Many people wonder what happens to their bodies after they die. Traditional burials and cremations are more well-known, but anatomical donation offers a special way to make a lasting impact. Leaving a legacy through medical education Anatomical donation allows you to...
Pre-need guardian talks with your kids can be vital
Parents plan for their children’s future in many ways. They save for college, teach them responsibility and hope for the best. But what happens when you are no longer able to make those decisions? In Florida, a “pre-need guardian” is someone you designate to care for...
The pros and cons of family trustees
When you set up a trust, one of the pivotal decisions you will make is selecting the right trustee. This person or entity will be responsible for managing your trust's assets, ensuring they reach the right beneficiaries according to your wishes. Many people choose a...
Is a living will the same thing as a traditional will in Florida?
Navigating estate planning in Florida can be complex. And, one question that often comes up is whether a living will is the same thing as a traditional will in Florida. Both are essential, but they serve unique purposes and come into play at different times. Living...
What is a health care surrogate, and what do they do?
Estate planning is as important as ever, but what many people forget is that estate planning is just not just about death, it is about your life. In Florida, a health care surrogate is someone legally appointed to make medical decisions for an individual who cannot...
Do you need a living will?
Most people know what a will is and understand the purpose of having a will drafted and executed. A living will can also be an valuable part of an estate plan. Before you decide if a living will is something you need, it is important to understand what it is. A living...
When does a surrogate take over health care decisions?
A key part of estate planning in Florida is having a health care advance directive. This can give the person – known as the principal – control over who makes their health care decisions if they are incapacitated. The person making the decisions is known as the...
Should you use an incentive trust in your estate plan?
Do you want to use your estate plan to motivate your loved ones to do something great? If so, then an incentive trust might be a viable option for you. Here, you identify a beneficiary to the trust, but that beneficiary will only receive the trust’s assets once they...