Tag: estate plan

Moving to a New State? 3 Key Reasons Why You Need to Update Your Estate Plan

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You may already know to update your driver’s license, voter registration, and primary care physician after a move to a new state. Have you remembered to update your estate plan as well? While your existing estate plan is probably still valid in your new state, it may not have the same effect as it would… Read more »

What Is A SLAT And Why Do You Need One?

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Have you ever heard of a SLAT? A Spousal Lifetime Access Trust, more commonly referred to as a “SLAT,” is an estate planning tool that allows you to remove up to $11.6 million from your estate and place it in an irrevocable trust for your spouse, which your spouse can then use and access during… Read more »

Creating an Estate Plan that Includes Digital Assets in the New Year

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Do you find it unbelievable that 2021 has finally arrived? As we continue to live in the heart of a digital era, people may be realizing the far reaching implications this can have on their lives and plans, estate planning included. Have you created an estate plan, which includes your digital assets? Let us go… Read more »

Three Reasons Why Your New Year’s Resolution Should Include Your Estate Plan

Three-Reasons-Why-Your-New-Years-Resolution-Should-Include-Your-Estate-Plan

Most New Year’s resolutions may involve creating good habits or nixing bad habits. Maybe you choose to give up snacking past 8:00pm. Maybe you resolve to eat healthier foods or exercise more frequently. One resolution that may not be very common, but should be, is to work with an experienced estate planning attorney to create… Read more »

Make Your Dream Come True Day

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Did you know that the 13th of January is Make Your Dream Come True Day? Celebrated the same day annually, this day is meant to provide people with an explicit opportunity to realize dreams and goals. In honor of Make Your Dream Come True Day, let us reflect on our vision for the future and… Read more »

Choosing An Estate Planning Attorney Near Me

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Did you know having a proper estate plan in place can be one of the best ways to make sure that your assets and family are protected when you are gone and your wishes are known and carried out? How do you go about choosing an estate planning attorney to help? We know you may… Read more »

Why You Need to Talk to Your Aging Parents About Their Estate Plan

why-you-need-to-talk-to-your-aging-parents-about-their-estate-plan

There comes a time when you will need to be certain that your parents’ estate plan is current and no revisions are necessary. This event may arise because one or both of your parents have recently sustained a major illness that has or could become life-threatening. Hopefully, you have communicated with your parents to understand… Read more »

5 Tips to Help Your Aging Parents Cope with a “Gray Divorce”

A “Gray Divorce” occurs when an older couple ends their marriage late in life. There could be a number of reasons for doing so, but in almost every case the fallout of the broken relationship can be devastating, and not just for the elder couple, but for everyone involved. Adult children, for example, may find… Read more »

Health Care Documents You Should Consider in Your Florida Estate Plan

health-care-documents-you-should-consider-in-your-florida-estate-plan

  As difficult as it can be to think about the end of your life, have you ever considered how challenging it would be for your loved ones to make medical decisions on your behalf with no clear guidelines? Have you ever thought about who you would want to make important end-of-life care decisions for… Read more »

How to Talk to Your Parents About Their Long-Term Care Planning Over the Holidays

how-to-talk-to-your-parents-about-their-long-term-care-planning-over-the-holidays

  The holidays are here! This is a wonderful time of the year when many of us are able to visit our family and friends. Whether it is to share a meal together, exchange gifts or tell stories from your family’s history, making time available to spend with your loved ones is always time well… Read more »