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Florida is one of the most ideal states for people looking to retire and enjoy their sunset years. Besides the warm weather and great beaches, Florida is also one of the most tax-friendly states in the nation. Additionally, the state has multiple legal tools that you...
It’s very easy to assume that, as a new parent, you’re a long way from needing an estate plan. Yes, you now have an heir to whom you eventually want to pass your assets, but that’s decades in the future. Your heir isn’t even a year old yet. You feel like you can...
If someone who trusts you names you as their executor, personal representative or trustee for their estate, you will have to manage their assets and legacy after they die. For many Americans, the home will be their biggest asset and something they want to share with...
Many families aren't picture-perfect -- yours included. You have relatives that you don’t get along with and you don’t want any of them to benefit from your hard work should you die before them. Your estate plans and will reflect that sentiment. Unfortunately, even...
Typically, the younger you are, the less you think about planning your will and other estate planning documents. Often, estate planning feels like something that can wait for another time and might be only for people who already have a great deal of wealth. As you get...
One of the biggest concerns that keeps people awake at night is whether the hard-earned funds or assets they've amassed will be squandered by their heirs. The good news is that you're not helpless in this situation. What can you do to make it easier for your adult...
One this week’s episode of Focus on Elder Law Sherri and Ammie discuss why it is important to start the Probate process in a timely fashion after a person passes. Listen in as they answer the following questions: How quickly should you start Probate after a person...
Creating an estate plan is one of those tasks that you know you should do, but it can get easy to put off. There is no firm timeline for your estate plan, so you may not feel pressure to complete it. You already know that your estate plan is how you can pass on your...
You worked hard to amass your wealth over the course of your entire career. Maybe you have a child, grandchild or other potential beneficiary that hasn’t been making wise financial decisions or struggles with excessive debt, addictions or other conditions that make...
Part of your dream of owning your own business was knowing it could support your family now and into the future. You knew then that you wanted a family member to take over when you retire or pass away. Making a business part of your estate plan takes careful planning....