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Latest Blogs

Jul 26, 2024

Can a POA Be Revoked?

Revoking a Power of Attorney (POA) is a straightforward process. Here’s how to do it:

Can a POA Be Revoked?

Jul 24, 2024

The Importance of a Power of Attorney

Here’s why having a POA is important.

The Importance of a Power of Attorney

Jul 22, 2024

DIY Estate Planning: Is It Right for You?

One of the primary reasons people opt for DIY estate planning is the potential cost savings. By using online templates and resources, you can avoid the fees associated with hiring an attorney. However, there could be repercussions if you take this approach.

DIY Estate Planning: Is It Right for You?

Jul 19, 2024

Florida Probate Court: An Overview

Here’s a straightforward guide to help you understand the basics of Florida probate.

Florida Probate Court: An Overview

Jul 17, 2024

How to Fix a Poorly Designed Estate Plan

Here are some practical steps to improve your estate plan.

How to Fix a Poorly Designed Estate Plan

Jul 15, 2024

Due On Sale Clause: Estate Planning with a Mortgage

When it comes to properties with a mortgage, there's an important aspect to consider: the due on sale clause. Understanding this clause and its implications can help you make informed decisions about your estate plan.

Due On Sale Clause: Estate Planning with a Mortgage

Jul 12, 2024

What is the purpose of a petition to determine homestead?

A petition to determine homestead is a legal document filed in probate court. It requests the court to officially recognize a property as a homestead under state law. This determination helps clarify the property’s status and ensures it receives the appropriate legal protections.

What is the purpose of a petition to determine homestead?

Jul 10, 2024

Planning for the Distribution of Personal Items: Sentimental vs. Monetary Value

Personal items, often with sentimental value, need careful consideration. Planning for their distribution guarantees your wishes are honored and reduces potential conflicts among your loved ones. Here are some tips to help you.

Planning for the Distribution of Personal Items: Sentimental vs. Monetary Value

Jul 8, 2024

Estate Planning for Unmarried Couples: Essential Tips and Strategies

Here are some essential tips and strategies to help you navigate the process.

Estate Planning for Unmarried Couples: Essential Tips and Strategies

Jul 5, 2024

Using Trust Protectors in Estate Planning: Improving Flexibility and Control

Adding a trust protector can make your plan more flexible and controlled. This blog will explain what a trust protector is, their roles, and the benefits they offer to your estate plan.

Using Trust Protectors in Estate Planning: Improving Flexibility and Control

Jul 3, 2024

How to Plan for the Succession of a Family-Owned Business

Succession planning is important for the seamless transition of leadership and ownership. It helps prevent potential conflicts and ensures the business continues to thrive even after the current leader steps down.

How to Plan for the Succession of a Family-Owned Business

Jul 1, 2024

Estate Planning for Young Entrepreneurs

This blog explores essential estate planning strategies that every young entrepreneur should consider.

Estate Planning for Young Entrepreneurs

Jun 28, 2024

Planning for Incapacity: Beyond the Basic Health Care Directive

This blog explores the steps you can take beyond just a basic health care directive.

Planning for Incapacity: Beyond the Basic Health Care Directive

Jun 26, 2024

The Importance of Funding Your Trust: A Key Step Often Overlooked

Here’s what you need to know about why funding your trust is essential and how to do it correctly.

The Importance of Funding Your Trust: A Key Step Often Overlooked

Jun 24, 2024

Retirement Accounts and Estate Planning: Best Practices for Beneficiaries

Here are some best practices for designating beneficiaries for your retirement accounts.

Retirement Accounts and Estate Planning: Best Practices for Beneficiaries

Jun 21, 2024

Special Needs Trusts: Planning for the Future of a Disabled Family Member

Planning for the future when you have a disabled family member requires careful consideration and thoughtful financial planning.

Special Needs Trusts: Planning for the Future of a Disabled Family Member

Jun 17, 2024

The Impact of Marriage and Divorce on Estate Planning

Estate planning is an essential aspect of managing your personal affairs, and significant life changes such as marriage or divorce can have profound effects on your plans.

The Impact of Marriage and Divorce on Estate Planning

Jun 14, 2024

Estate Planning and Emergency Preparedness

Estate planning involves managing and safeguarding your assets both during your life and after. It guarantees that your assets are distributed according to your wishes, potentially reduces taxes, and provides guidance for your loved ones during difficult times.

Estate Planning and Emergency Preparedness

Jun 12, 2024

The Importance of Regularly Reviewing and Updating Your Estate Plan

An estate plan is not a "set it and forget it" arrangement. Life changes—such as marriage, divorce, the birth of a child, or new financial circumstances—can alter your needs and wishes. Regular reviews and updates of your estate plan reflects your current situation and protects your and your family's future.

The Importance of Regularly Reviewing and Updating Your Estate Plan

Jun 10, 2024

Using Life Estate Deeds to Avoid Probate: Pros and Cons

A life estate deed is a legal document that transfers property ownership. It lets the original owner (the grantor) use and enjoy the property for their lifetime. When they die, the property automatically goes to a chosen heir (the remainderman), skipping the probate court process. Understanding both the advantages and disadvantages of life estate deeds can help you make an informed decision.

Using Life Estate Deeds to Avoid Probate: Pros and Cons
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