Category Archives: Estate Planning
Estate Planning Checklist
Estate planning is an important and responsible thing to do. However, there are many steps involved and it can become complex. To make it easier, our St. Petersburg estate planning lawyer has created a checklist to ensure that nothing gets missed in yours. Outline Your Goals You should start outlining your goals by first… Read More »
Differences Between Beneficiaries And Heirs
The terms ‘heir’ and ‘beneficiary’ are often used interchangeably, but there are important differences between the two. It is important to understand these differences when creating your estate plan. If you do not, it could cause unnecessary complications and confusion among your family members and other loved ones in the future. Below, our St…. Read More »
What Does A Personal Representative Of An Estate Do?
The personal representative of any estate has a very important role that requires a great deal of time and attention. As part of the probate and estate administration process, personal representatives handle the estate of a person who has passed away. Personal representatives, also called executors, are sometimes outlined in a person’s will or… Read More »
What Is A Letter Of Instruction, And Why Is It Important?
Creating a will or trust as part of your estate plan is a great way to plan for not only your future, but also that of your loved ones. Your family will have to determine what steps to take next and they will be looking for guidance during a very difficult time. Once you… Read More »
How Do DNA Kits Affect An Estate Plan?
DNA kits available from companies such as 23 and Me and Ancestry are becoming very popular today. With just one swab a person can find their genealogical and hereditary information, family history, and even long-lost relatives. Although these services do provide a great deal of value, they also pose their own challenges when estate… Read More »
Necessary Estate Planning Documents For Single Parents
As a single parent, your life is very busy. You have work, your child’s extracurricular activities and school, and more. Even if you are co-parenting with another adult, life is still very hectic, and if you are not, it may feel chaotic at times. In the shuffle of life, it can become easy to… Read More »
What Rights Does A Surviving Spouse Have In Florida?
A person’s estate may have to go through the probate process regardless of whether they did or did not have a will. When an estate has to go through probate, surviving spouses of the deceased are given certain rights under Florida law. This is especially important when the deceased had children from a previous… Read More »
Why Young Parents Should Start Estate Planning Now
It is a common misconception that estate planning is only for the elderly or the very wealthy. Anyone who has loved ones they want to protect in the event they pass away must have an estate plan in place to ensure that protection is provided for. Young parents often think they do not need… Read More »
Estate Planning Considerations For Same-Sex Couples
Regardless of whether you are in a committed relationship or married, estate planning does not only entail what will happen if you pass away, but for what will happen during your lifetime, as well. Comprehensive estate planning is the only way to make sure yourself and your loved ones are protected. White the U.S…. Read More »
Two Important Tips When Estate Planning For An Autistic Loved One
After a loved one is diagnosed with autism, you have many things to consider. One that you may overlook is your estate plan, but this is perhaps one of the most important. Without proper planning in place, your loved one may not have the future legal, financial, or medical foundation they will need in… Read More »