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This sometimes-personal conversation occurred a few weeks after Hurricane Milton devastated Tampa in October 2024, and now is a good time to remember the lessons: get your documents in order and make sure you have backups and copies.
The 2025 Hurricane Season is upon us, and it’s time to prepare. Organize your legal documents, save remote copies/backups with family, backup services, and perhaps key people mentioned in your documents.
Topics include:
–What’s an Estate Plan? Who Needs One?
–Horrible situations that come up
–How do people choose who to name for power of attorney, healthcare surrogate, personal representative?
–How do I provide for my pets?
Recorded March 2024
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We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.