July 28, 2022 •
Estate Planning Florida estate planning is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
Read MoreJuly 15, 2022 •
Estate Planning So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Read MoreOne of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
Read MoreApril 15, 2022 •
Estate Planning To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
Read MoreMarch 25, 2022 •
Estate Planning Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Read MoreMarch 22, 2022 •
Estate Planning Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
Read MoreDecember 9, 2021 •
Estate Planning Estate planning is making decisions today for what you want to happen in the future.
Read MoreNovember 18, 2021 •
Estate Planning Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
Read MoreOctober 15, 2021 •
Estate Planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreSeptember 13, 2021 •
Estate Planning The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
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