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For many people, retirement seems like the time to make an estate plan. They have earned the majority of the money that they're going to earn in their life, and they're stepping away from their career. This makes it a clear time to get a plan in place for the rest of...
When you create an estate plan, you make decisions that affect all your loved ones. Estate planning addresses the legal issues surrounding your death. These include how your debts are addressed, how your property is distributed, how your business continues to function...
Your mother just passed away a few weeks ago, and you and your siblings have yet to begin the painful process of cleaning out the family home. You figure there’s plenty of time. Once you finally get around to the job, you find everything gone and someone else living...
If you have an estate plan but are planning to retire in Florida, the one thing that you should be ready to do is to update that plan when you move to the state. Estate planning documents are typically valid in the state where they were created and may transfer, but...
The probate process can last months or sometimes even more than a year depending on how many assets someone has and the claims against their estate. The representative of the estate has to fulfill certain tasks during probate, such as filing a tax return and repaying...
Your estate plan is supposed to reflect your values, your hopes for your heirs and your final wishes – and that may mean leaving someone out. Who you can disinherit (and how) depends a lot on your situation. Here’s what you need to know: Can you disinherit a spouse?...
If you have never heard of the rather morbidly named practice of Swedish death cleaning, it is the practice of ridding your home of extraneous clutter and unwanted junk as you near the anticipated end of your life. Sometimes, the process begins when the person...
Many people think that their estate plan only deals with who’s going to get what when the creator passes away. There’s another facet to a comprehensive estate plan that they need to think about. This is who they want to take care of their affairs if they become...
Florida has long been home to an annual migration of “snowbirds,” or folks who live in colder states most of the year, retreating to second homes in Florida when the weather in their home states gets too chilly. What happens when a loved one who lives most of the year...
The community where you live has likely changed substantially since you bought your home. The longer you have lived there, the more drastically the characteristics of your neighborhood may have shifted. What was once a relatively rural area may have experienced infill...