Estate planning can be helpful for people who have reached retirement age. It is also a necessary step for individuals facing certain medical challenges or providing for dependent family members in the event of an unexpected loss. Although the importance of estate...
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Estate Planning
Lady Bird deeds vs. revocable living trusts: Which is right for your home?
Protecting a home from the Florida probate process is a common goal for many homeowners. You likely want to save your family from the stress, public record filings and high costs of court intervention. While Lady Bird deeds and revocable living trusts both bypass...
Living wills: Debunking the top 5 myths
Planning for your future health care is a vital part of life. Yet confusion often surrounds advance health care directives, including living wills, which help you clearly state your end-of-life care preferences. Popular misconceptions, including the five below, keep...
How frequently should adults update their estate plans?
Estate planning can be an uncomfortable process. People find it unpleasant to think about their mortality and how their loved ones may struggle after they die. A large percentage of people never get around to creating estate plans, so those who have wills or other...
Talking medical care: 3 key discussions with your adult children
Talking about future matters, especially medical care, can be overwhelming. But it is one of the most caring things you can do for your family to help everyone gain peace of mind. As you age, planning your future medical care instructions can help prevent confusion...
Before the Holidays Take Over: A Quick Guide to Updating Your Estate Plan.
Reflecting as the Year Comes to a Close As the end of the year approaches, many of us find ourselves looking ahead to the holidays and spending more time with loved ones. This season naturally encourages reflection and a sense of preparation for the new year. It’s the...
3 important roles to fill while estate planning
Estate planning gives people control over what happens with their property after they die. Instead of relying on state law to facilitate the transfer of assets to family members, people can choose their own beneficiaries. They can leave clear instructions to ensure...
3 ways health care directives protect you and your family
When people think about estate planning or health care directives, they often picture older adults or individuals facing serious illness. But in reality, life-altering emergencies can happen at any age. For couples in their 40s and 50s, especially those who may be...
Why the new year is the ideal time for estate plan updates
Some people make the mistake of never establishing an estate plan. Countless others draft basic documents but then fail to keep them updated. Technically speaking, individuals can establish or revise estate plans at any point. However, sporadic adjustments might mean...
Why you need an advance directive and a health care proxy
Estate planning isn’t just for designating what assets your loved ones will receive after you’re gone. It’s important to draft documents to be used if you become seriously injured or ill and unable to make decisions for yourself. One particularly helpful resource is a...

