Who’s going to help you while you’re living, financial decisions, health decisions? People don’t know how to arrange that or they don’t have people they trust.
Plus: What is estate planning?
Who’s going to help you while you’re living, financial decisions, health decisions? People don’t know how to arrange that or they don’t have people they trust.
Plus: What is estate planning?
When a loved one dies without documents, estate decisions are made by the government. It’s usually expensive and often difficult.
If you have $500 or anything you want to go to somebody, you need a will.
Elder law is a specialty inside the world of estate planning in order to protect people’s assets. People continue to think they have to go broke to qualify for some programs, and that’s not the case.
Better to have some plan that lays out your wishes whether for $500.00 or $500,000.00 or more. If you don’t plan, whatever state you live in has a plan and there’s a risk your assets get distributed in a manner that has you turning over in your grave.
Conversations are an important part of estate planning. Sometimes they’re a little uncomfortable. Hold those conversations anyway.
Topics include:
Topics Include:
Topics Include:
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.
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.