Estate planning is an essential process that helps individuals distribute their assets and manage their affairs after their passing. As the world evolves, so do estate planning practices. In 2023, technological advancements, changing laws, and shifting societal norms have brought about new considerations for individuals looking to secure their legacy. Let’s explore trends and best…
Summer vacation is just about here, so that means summer travel plans are coming up. What does that mean for your estate planning? It might be difficult to think about, but before you take off on that summer vacation it’s important to make sure your estate plans are in tact and are ready to do…
Your child’s senior year of high school goes by in a flash. Between deciding on which college they go to, securing student loans, senior prom, graduation, and prepping for them to go off to college, there is just so much to do! What you might not think about is having some legal documents for them….
Have you noticed there is a Social Security Benefits increase this year? This is due to a cost of living adjustment (COLA) they are implementing for just about 65 million Social Security beneficiaries in January 2023. If you are receiving benefits you would have been notified of this increase in December of 2022. Why is…
Estate planning might not be the highest thing on your to-do list, but it should be pretty high on your priority. Your family needs you because in the event of your death, they are the ones that are affected in every way. So be sure your family is protected with these four estate planning tips. …
One of the most popular forms of asset protection in Sarasota is through a trust. There are different types of trusts, and you need to be aware of which each one does and doesn’t do, especially in the state of Florida. When asset protection is the goal, not all trusts protect your assets. This will…
You might think that only older individuals need a will, but that isn’t true. Everyone should have a one. There isn’t a set age limit on who should have a will. If you don’t have one, you should get one. You never know when you might need it. Contact a qualified estate planning attorney and…
As you begin your journey to estate planning, there are five essential documents that are part of estate planning. These are documents that many of us have heard of at one time or another, but when put together they form a solid foundation for an estate plan. This is probably the most common. Your last…
There are some essentials of estate planning when it comes to protecting yourself, and your family members. If your affairs aren’t in order, not only will your loved ones bear the burden, but they could possibly bear a financial burden, and potentially argue with other family members during their most difficult times. These are the…