Power of Attorney for College Students
As the new school year begins, parents of college students may find themselves unable to help their now-adult children as much as they are used to. Whether you’ve just sent your freshman off to the dorms or are navigating a semester abroad, a durable financial power of attorney and health care surrogate designation for college […]
Pour-Over Wills in Estate Planning
Do you need pour-over Wills in estate planning, or is a trust enough? Find out how these estate planning documents can help simplify your estate planning and administration, making it easier for your family and the Florida probate court to honor your wishes after your death. What is a Pour-Over Will? A “pour-over Will” is […]
Who Receives Your Life Insurance Benefits After You Die?
If your employee benefit package includes a life insurance policy, or you are using a private term or whole-life policy to provide for your loved ones once you pass away, you need to be sure your paperwork is in order now. Otherwise the wrong people could receive your life insurance benefits after you die. Florida […]
5 Mistakes People Make in Using a Durable Power of Attorney
Many people know that a power of attorney is a useful tool in an estate plan. Unfortunately, there are many misconceptions around how and when to use a durable power of attorney. Find out what a DPOA does and doesn’t allow you to do as part of a loved one’s estate. What is a Durable […]
What to Do with a Last Will and Testament After a Loved One Dies
Your loved one has passed away and you have found his or her estate plan in the process of packing up their home. Now what do you do? Find out what to do with a Last Will and Testament after a loved one dies and how an estate administration attorney can help ease you through […]
How to Protect Your Legacy from Immature Financial Decisions
Sometimes the ones we love the most are also the ones we have to work the hardest to protect from themselves. Substance abuse, debt, and immature financial decisions can create trouble for your loved ones and threaten your ability to provide for them after you are gone. However, an irrevocable trust with discretionary distributions and […]
Differences Between a Last Will and Testament vs. Living Will
Estate planning isn’t just about what happens after you’re dead. Portions of a complete estate plan, including a living will, can fill the gap left if you become unable to care for yourself or make decisions about your health and finances due to illness or incapacitation. Understanding the differences between a Last Will and Testament […]
Reverse Mortgage Problems for Heirs
Inheriting a loved one’s home with a reverse mortgage attached can create problems for heirs. They may face calls, collections efforts, and even foreclosure on their newly-inherited property. Find out the options to resolve reverse mortgage problems for heirs, and how you can prevent your loved ones from taking on your debt after you die. […]
Who Will Take Care of Your Pets After You Pass Away?
For many Florida residents, their pets aren’t just companions, they are family. Yet far too often, when those people start their estate planning, their animals get forgotten. Before you finalize your Will or trust, be sure to ask who will take care of your pets after you pass away, and what resources they will need […]
Estate Administration for Out-of-State Families With Florida Property
Do you have a parent or loved one with a “winter home” in Florida? Do you know what will happen to that property when they pass away? Find out what an ancillary estate is, and why you might need a Florida estate administration attorney, even if you and your loved ones lived out-of-state most of […]