Category Archives: Wills

A Joint Account With Your Child May Not Be The Best Idea

Many times, as parents get older they feel that they need to add a child as a joint owner on their financial accounts.  They do this for many reasons. Some feel that it is the best way to plan for … Continue reading

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Naming Your Children As Beneficiaries In Your Will Is Just Step One

For most people who have children, choosing a beneficiary for their wills is easy – they choose their children.  However, after they make the decision to name their children, they think their work is done, but it is really just … Continue reading

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Is a Simple Will Really the Answer?

I have had many people tell me they only need a simple will.  They feel that they don’t own very much and when they die, they just want what they own to go to their spouse and/or their children.  It … Continue reading

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Florida Probate Basics: Avoiding Probate Is Not Always the Right Answer

Many times people will come into my office and tell me that they heard that they need to have a trust because they have to avoid probate. Probate has gotten a bad reputation, but going through probate is not always … Continue reading

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Put Your Estate Plan in Place Before Tomorrow Arrives

I was reminded last week of why estate planning is so important. A woman passed away in her home and was found a few days later when her friends became concerned that they couldn’t get in touch with her.  Her … Continue reading

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Treating Your Beneficiaries Under Your Will Fairly Doesn’t Mean Treating Them Equally

If all your children had the same personality, parenting would be much easier.  Whenever you figured out what was best for one, it would automatically be best for the others.  However, as any parent of more than one child can … Continue reading

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Choosing A Guardian As Part of Putting Together Your Will or Trust

If you have minor children, one of the most important questions you may face in putting together your will or trust is choosing a guardian for them. No parent likes to think of their children growing up without them. It … Continue reading

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Wills and Trusts Are Important For Blended Families

If you are in a second marriage and you or your spouse have children from a former relationship, it can be vitally important to your family’s well-being to put an estate plan in place. Estate planning involves anticipating and planning … Continue reading

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Not Having a Will May Lead to Results That Don’t Reflect Your Wishes

If you die without having a will to distribute your assets, then you have died intestate. Dying intestate means that your assets will be distributed in accordance with the plan outlined in the law, not in accordance with any plan … Continue reading

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What is the Difference Between a Will and a Living Will?

Many times I am asked about the difference between a Will and a Living Will. Although they sound similar, they have two very different functions. When you are putting together an estate plan, it consists of two parts. There are … Continue reading

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