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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...
Not every marriage is a happy one, and some couples in Cape Coral will decide that they are best off getting a divorce. It is important, though, that they do not rush the process. The following are some financial mistakes that those seeking a divorce will want to...
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...
Landlords have legal rights and responsibilities. Florida law requires that these should be contained in a written lease for the rental real estate. But these rights and responsibilities may be enforced even when there is no lease. Rights Receiving rent for 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...
There is a lot to deal with when going through a divorce. In addition to the emotions tied up in the marriage dissolution process, you’ll have to make tough decisions that can set the stage for your financial well-being moving forward. Yet, the importance of those...
It is crucial to prepare an estate plan so that one's property and interests are properly accounted for. Many Floridians choose to draft wills to help work through this complicated process. Wills are legal tools that must meet specific requirements to be valid. In...