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Tips for Keeping Solo Agers Happy and Safe

An essential part of estate planning is determining how to pass wealth and assets along to a spouse, children and grandchildren. However, some choose not to have children or outlived them.

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Petty Family Settles Dispute Over Estate

The music world was shocked when Tom Petty died of a prescription drug overdose in 2017. None took the news harder than the Rock and Roll Hall of Famer’s widow and two daughters from a previous marriage.

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What Qualities Should an Attorney Possess?

10 Tips For Hiring An Attorney In Southeast Florida

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4 Best Times to Revisit Your Estate Plan

Some may believe estate planning is only for the wealthy, but that couldn’t be further from the truth. Estate planning is for everybody.
If you have any assets or property you want to leave a beneficiary; estate planning is for you.

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The Benefits of An Irrevocable Trust

A grantor can design a trust in many different ways to fit the needs of a family. One common estate planning tool is the irrevocable trust.

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How Does Guardianship Work?

Families often set up a durable power of attorney to help ensure that someone can better care for an elderly parent or loved one. While this enables them to oversee their estate, the power is often limited.

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Transferring a Business to Loved Ones Takes Planning

Owners often dream of passing their business on to the kids. The reason for this may be that they wish for the family’s business legacy to live on in the next generation and beyond.

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Parents’ Estate Plans Should Not Be a Secret

Discussions about wills and other estate planning tools can be hard for the parent as well as the adult child. So hard, that some parents or their kids keep putting it off until its too late.

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What Do You Do when You Are Your Parent’s Guardian?

Regardless of how healthy and independent your parents are, you could become responsible for managing their finances at some point. Whether this happens as a result of disability or incapacity, you will need to pay their bills and assist them with making important decisions.

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Overcoming Reservations to Draft an Estate Plan

Florida families that lack estate plans are vulnerable to expensive legal battles and stress if a loved one passes without any plan. However, when they invest effort and resources into drafting an estate plan now, they can achieve some peace of mind for the future.

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