Blog

Sept. 15, 2023

Establishing an estate plan allows both opposite-sex and LGBTQ+ couples to prepare for life's uncertainties and leave instructions about how their estate and final affairs should be settled when they’re gone. However, estate planning for same-sex couples is quite unique, and there are several things to consider when creating one.

Aug. 16, 2023

If you’re like most people, when you hear the term, “estate planning,” you’re either reminded that you haven’t yet got around to drafting a will, or you have but you know it likely needs to be updated or improved in some way. This could include making a simple revision, adding on a trust, or tailoring your estate plan in another way that meets your specific needs.

July 12, 2023

Having an estate plan allows you to make adequate provisions for your loved ones and determine how your assets and affairs should be managed when you’re gone. However, bring divorce into the mix, and it can affect every aspect of your life, including your finances, assets, children, and estate plan. In the event of marital dissolution, you will need to update your estate plan to reflect your current status and wishes.

May 29, 2023

In the aftermath of losing a loved one, the weight of grief can be overwhelming. The thought of shouldering their debts is likely the last thing on your mind. It's natural to feel confused and uncertain about what transpires with your loved one’s outstanding debts upon their passing, as well as your own obligations in this situation.

May 2, 2023

Losing a parent is never easy, even if you’ve been expecting it for some time. But what can make this experience even more painful is also having to deal with family conflict over inheritance rights.

April 4, 2023

Wills are important estate planning tools that allow a person to leave specific instructions regarding how their estate and assets should be managed, disposed of, or distributed after their death. However, it is normal to experience various changes in your life, family, and finances after creating your will.

March 23, 2023

Understanding the inner workings of an estate plan is a crucial aspect of estate administration. In particular, understanding the dynamic between the estate executor and beneficiaries is critical to ensure that all parties get treated fairly. There are situations, however, in which the executor and beneficiaries cannot see eye-to-eye.

Feb. 22, 2023

A forward mortgage is what is used when purchasing a home. A lender provides funds for you to acquire the property and you agree to make monthly payments to cover the loan. When, after time, you’ve built up equity in your property, perhaps even paid it off, you can tap into the equity build-up in your home to secure a reverse mortgage – the lender now gives you money against your equity, but it doesn’t come without strings.

Jan. 24, 2023

We’ve all heard how important it is to have a will in place and start estate planning early. Hopefully, most of you have done this already even if you still feel young and healthy. However, there are circumstances where taking care of all your estate planning needs becomes even more important; namely, if you or someone you love is suffering from dementia or are seeing initial signs of dementia as this can impact your legal capacity to make your own decisions.

Dec. 22, 2022

In Florida, a testator can use a will to provide specific instructions regarding how their estate should be administered, assets distributed to inheritors, or disposed of when they're gone.