Though thinking worst-case scenarios and your own mortality aren’t particularly fun topics to think about, the global coronavirus pandemic is making it more important than ever. People who have put off estate planning or wanted to make changes to an existing plan but haven’t executed them need to consider how they want their assets, debts, […]
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You’ve successfully completed the important task of creating an estate plan. As part of your estate plan, you should have a valid Florida Will, perhaps a Revocable Living Trust as well as your incapacity documents (durable power of attorney, living will, designation of health care surrogate and HIPAA authorization). As a final step, you should […]
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The seriousness of the COVID-19 pandemic has forced Americans to confront many issues they had previously put off because the topics are uncomfortable. Mortality has become a central concern, so estate planning has become a priority for many individuals who currently have no plan in place and face the prospect of their estate going through […]
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Estate planning is a sensitive subject that is surprisingly avoided on a large scale by adults at every income level. There are many reasons for the lack of action to enter the world of estate planning, but the bottom line is that for whatever reason too many people have not decided to take control of […]
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If you have minor children, several concerns arise in addition to the usual Florida estate planning issues. In case of death before they reach 18 years of age, it’s important you make some critical decisions regarding guardianship and how your assets will be managed for them. Though it seems overwhelming to some people, the results […]
read more When applying for Florida Medicaid to help pay for assisted living costs, submitting an accurate and truthful application is critical in determining eligibility. Below are the top ten mistakes that often lead to a denial of such benefits. #1 Out-dated or Inadequate Durable Powers of Attorney Documentation One of the top mistakes that many make […]
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Even in death, our obligations to loved ones or businesses we controlled doesn’t end. When we pass, those we cared for, did business with, or lent philanthropic support will still need us. Planning your estate with these needs in mind can help you achieve the level of support those around us depend on despite our […]
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If you haven’t begun considering what will happen to your estate after death, the time is now to do so. This question is not only critical to ask yourself throughout different life stages but requires a commitment to creating and maintaining an estate plan to protect your loved ones and assets in the event of […]
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If you are moving to Florida or relocating to a new state, there are many items on your to-do list. Packing, changing car titles, scheduling your moving truck, and many other essential details on your checklist. But, is your estate plan on there too? While moving to a new state doesn’t automatically mean you have […]
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In the age of online access to court records and background checks, seeing the option to download an estate planning packet or will kit may seem the quickest, easiest, and cheapest way to protect your beneficiaries when you die. And on the surface, this may appear true, but for families that go this route, many […]
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