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As our lives shift and change these days, while we are focused on the wellbeing of ourselves and our families, it’s especially a good time to review your plan. Here are six key questions to ask yourself in that review.
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Imagine that two people, later in life, decide to get married. Both of them have their own wealth and savings. They each have established large retirement accounts, and they have savings set aside they want to pass to their children. Sure, they want…
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Many general legal practitioners will offer an “I love you will” to their married clients as a simple—and less expensive—means of estate planning. After all, simple sounds nice. And less expensive often gets people in the door. And who do…
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Most people have heard about personal injury lawsuits (and we’ve almost all seen the commercials). Someone brings these lawsuits when he is injured, for example, due to someone else’s negligent or intentional act. The damages are, in essence, int…
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Only about ten percent of business owners have a business succession plan. Another thirty percent have only an informal plan. Thus, when it comes to estate planning, too often, owners of small businesses fail to plan for what happens to the business…
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Life can change daily. Sometimes our focus on what is immediately in front of us is all we can see. Thus overlooking how life changes affect our estate plan is easy. As this new year begins, let’s take a look again at five key times to evaluate…
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If you already have an estate plan, well done! Granted, life brings changes. Those changes can necessitate updates to your plan. Your estate-planning attorney can help make sure your wishes remain in effect. For everyone else, we often see two types…
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When dividing property, fairness is essential, but it’s also subjective. Thinking about wills and who you want to inherit your assets is difficult for anyone, but the process is more complex for blended families. Some of the same rules apply. M…
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Your estate planning—that part naming whom you want to have things after you die—involves more than your will. You should also select whom you want to receive various accounts you have. These accounts can be given directly to those persons you na…
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We probably don’t actually plan a mess. But without planning, often that is what we leave. A recent book by a Jacksonville author highlights this potential pitfall. The Florida Times Union this week featured an article about a new book by Jacks…
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