Estate Planning

If your parents are getting older, then you’re probably worried about their health and wellbeing. But you also might be concerned about whether their affairs are in order when the time comes. This can be a difficult topic to think about, but those who put it off can...

You need to make an estate plan before you become incapacitated, die or something else happens to you. Otherwise, it may be too late to leave a legacy, dictate your medical care, or have decisions made on your behalf. Estate planning, however, requires more than...

More and more, residents of Cape Coral and other communities in South Florida realize that part of their overall retirement and estate planning needs to account also for how they are going to afford a nursing home or other assisted living. Many times, this is going to...

Estate planning allows you to protect your family and your assets for many years to come. Even if you already have a plan in place, it is important to review your plan and make updates as necessary. It can be difficult to know where to start, but an experienced estate...

Florida families with members having special needs are almost always under financial strain. This burden can be especially heavy as the older members of the family, usually the parents, begin to age. Parents of special needs children often worry about providing...

Establishing a trust is a valuable tool in the estate planner’s estate planning toolbox, however, too many estate planners may be unfamiliar with what trusts do. A trust is essentially the transfer of ownership of property to be managed by a trustee for the benefit of...

Many retirees in Cape Coral may be surprised to hear that their estate planning options go farther than simply having a will. It can be very gratifying to see a loved one enjoy their inheritance, and one way to achieve this is through gifting. Defining “gift” The...

Taking the time to sit down and draft an estate plan is an important and major step to take. However, what some individuals fail to do is to continually update their estate plan. While having a will and other documents in place is better than not having any at all,...

On its face, estate planning may seem simple. After all, many people think that having a simple will is enough to suit their needs. While this may be the case for some individuals, you shouldn’t fall into the trap of thinking that you need a cookie-cutter approach to...