Have you ever talked to someone who doesn’t have an estate plan? Maybe you were surprised. Maybe you were in the same boat – after all, most people don‘t have one. Maybe they even told you that they knew they needed an estate plan, but they hadn’t made one...
One thing that you may want to do when making your estate plan is to put some of your assets into a trust. If you do this, you also get to choose a trustee who manages it for you. For instance, maybe you have some real estate property that you want to pass on to your...
As a parent, you may have a focus on being fair to your children when you create your estate plan. But that may not necessarily mean that they all get an equal amount. For instance, maybe you have a certain heir that you feel may waste the inheritance, so you want to...
Most people's estate plans only require that family members follow their instructions. They include enough detail and have proper review by a lawyer to ensure that the documents they leave behind when they die will hold up in court and properly manage the distribution...
The real estate industry is a competitive field. The majority of real estate agents work extremely hard and with integrity. Unfortunately, this isn’t always the case. You’ve worked very hard to save up a down payment for a new home, and you’ve qualified for a...
Are you considering buying a home in one of Florida’s numerous retirement communities that are designated for people 55 and above, or do you already live in one? You may wonder if you can leave the home in your estate plan to one of your adult children. There’s...
It can be complicated to leave vacation property to your children. You don't want them to lose this property, and they probably have a lot of great memories of going there, but it's different than a family home. There are a lot of things to consider when setting up...
Buying a home is a terrific event in someone’s life. You are embarking on an adventure. You and your family feel exhilarated. You landed this great place where you and your loved ones intend to live happily for many years. Everything seems absolutely rosy. To your...
When someone dies, you might think that the hardest part (besides grieving) is organizing any funerary or memorial events. While the ceremonial aspects of honoring a death can take their mental, emotional and financial toll, we often donʻt realize the next set of...
There are all kinds of times when you should update your estate plan, though many people think that updates are just something to do every few years or decades. Estate plans are designed to grow and change with you as your life moves forward, so as those changes...
