Did you know that Florida is the third most populous state, and that nearly 1,000 people move to Florida every day? People come for many reasons, such as retirement, weather, low taxes, and jobs. Moving to the Sunshine State, however, is different than becoming domiciled, which can be important for estate planning, taxes, and other… Read more »
Category: Estate Planning
Why Does My College-Bound Child Need a Living Will?
Reviewed by Kellen Bryant, Esq. Parents, have you considered the fact that, when your child turns 18, you may lose the automatic ability to make healthcare decisions for them? Regardless of whether your son or daughter remains covered by your health insurance or remains financially dependent upon you, adulthood begins at 18 under the law.… Read more »
Do Your Aging Parents Have an (Up-to-Date) Estate Plan? How About You?
Reviewed by Mike Jorgensen, Esq. Having an out-of-date Florida estate plan may sometimes be worse than not having one at all. If your old plan designates others that you do not want making decisions, it may be worse than not having one at all. The best practice by far, however, is to have a current plan… Read more »
Tips You Need For Ancillary Probate
Estate planning tends to be a foreign concept for most people. Besides creating a last will and testament and placing funds into a trust, many of us do not know all of the planning options available or how those options protect our assets. Without planning, your estate may end up in probate when you die. A… Read more »
Estate Planning During National Elder Law Month is Essential to Preserve Your Legacy
Reviewed by Mike Jorgensen, Esq. As a Florida senior, what are your estate goals for yourself and your loved ones? Many of the more experienced citizens share with our elder law attorneys that they have two goals. First, they want to make sure they protect themselves in the event of sudden incapacity. Second, they want… Read more »
Key Estate Planning Considerations For Florida Seniors During Tax Season
Reviewed by Mike Jorgensen, Esq. There are less than two weeks left before the April 15th tax filing deadline. While you are no doubt busy compiling the information and documents you need to file, as a senior, are you aware that taxes and estate planning often tie into one another? Many seniors may already have… Read more »
Key Considerations for Why You May Need a Florida Durable Power of Attorney
Reviewed by Mike Jorgensen, Esq. We know it can be difficult to think about who will handle your affairs in the event you become unable to do so yourself. Have you ever considered, however, how stressful it would be for your loved ones to make important medical or legal decisions on your behalf with no specific… Read more »
Reasons Why You Should Consider Health Care Documents in Your Florida Estate Plan
Reviewed by Mike Jorgensen, Esq. When was the last time you updated the documents in your Florida estate plan? Does your current planning reflect your important health care decisions and wishes? For example, in addition to your living will, are your medical care wishes detailed in the event of a serious accident or terminal illness?… Read more »
What Is My Lawyer Saying?
Written by Erica R. Berger-Hausthor, Esq. Reviewed by Matt Rheingans, Esq. A what kind of deed? A subtrust for whom? A specific devise of what now? Are you confused by what your lawyer is saying? As lawyers, sometimes we forget that we are trained to read and speak a different language. By the end of an… Read more »