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Estate Planning for Young Adults: What to ConsiderIf you or someone you know is preparing to send your young adult child off to university soon, it’s advisable to speak to a qualified attorney to learn more about how you can protect your family using Estate Planning...
How to Open a Trust Account in FloridaUnderstanding Trust Accounts A trust account is a special type of account that holds funds specifically identified in a trust document for a specific beneficiary or group of beneficiaries. Typically, in Florida, funds held in...
4 Basic Estate Planning DocumentsKnowing where to start with your Estate Planning documents can be intimidating to many people. But it doesn’t have to be! Explore these 4 basic estate planning documents for more information! Regardless of the size or complexity of...
Succession Planning for Small BusinessesFew businesses address the steps necessary to undertake effective succession planning for a multi-generational business to flourish. Learn more about this vital aspect of long term business planning. While many of us have our...
The Importance of Self-Proving Wills in the State of FloridaAccording to section 732.503 of the Florida Probate Code, a Will may be “self-proving” if it conforms to the legal requirements of creating a valid Will plus, in addition to signing the Will in the presence...
What is a Living Will and Do I Really Need One?In the State of Florida, preparing a Living Will can help medical professionals and loved ones effectively carry out end-stage medical treatment directives. What is a Living Will? A Living Will, often referred to as a...
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