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...
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Estate Planning
Should you leave unequal bequests to your heirs?
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...
Dealing with your retirement community home in your estate plan
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...
5 times you need to update your estate plan
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...
How to choose an executor for your will
Estate planning is an important process that allows you to ensure that your loved ones are looked after once you are gone. One of the most important estate planning instruments is a will. This document can facilitate the distribution of your assets, your debt...
Updates you need to make on your estate plan after divorce
Once the divorce becomes inevitable, there are several issues that you will need to deal with. These include property division, child and spousal support and child custody arrangement. One of the issues divorcing parties tend to overlook during those turbulent times...
3 ways to handle your house in your estate plan
Your estate plan should include instructions for all of your most valuable assets. The home where you live may be worth more than anything else you possess, making it a crucial asset to handle properly when planning your estate. Given the value of a home, testators...
What’s at risk if your estate plan has outdated instructions?
Once you sit down to create a comprehensive estate plan addressing your health care needs and legacy wishes, you might assume that you never have to consider those issues again. People often feel a false sense of security about their legacies because they drafted a...
It’s important to have the most recent will when dividing assets
One of the most critical parts of the probate process is simply determining who is entitled to which assets. This is often laid out in the will and other sorts of documents, but that doesn't mean there is never any confusion. For instance, there could be two...
Reasons why estate planning can benefit you
For various reasons, people are often under the impression that estate planning is only relevant to other individuals. For instance, it is a common misconception that estate planning only applies to those with extreme wealth. Additionally, the subject is often seen as...

