As you and a qualified attorney are drafting estate planning documents, be sure to consider the following and express to your attorney exactly how you want your assets to be distributed after [...]
Undue influence often involves a family member or friend coercing someone to add or remove beneficiaries from their estate planning documents in the last months of life or when their mental [...]
Out of several circumstances under which a will could be contested in Florida, the simplest is the will was not drafted using the proper formalities. For example, if a will is not witnessed as [...]
Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative. You should designate who you [...]
When planning for the transfer of your digital assets, you should be sure the person given the power to access and disperse information from your digital accounts is technologically [...]
To ensure that your digital assets are protected and dealt with as you desire after death, be sure to compile all usernames and passwords for online subscriptions and accounts in a secure [...]
Digital assets such as online bill pay accounts, online investment management accounts, personal records, digital movies, books, games, airline rewards points, and photos must be accounted for in [...]
An essential part of estate planning is setting up clear instructions for loved ones about your wishes with regard to medical treatment. It is incorrect to believe that a Last Will & [...]
We can help you set up a charitable giving plan to ensure you can continue to utilize and increase your money during your lifetime and later provide support to charities of your choice. Some of [...]
Estate planning involves signing legal documents which those who are incapacitated due to a dementia diagnosis often cannot do. For estate planning documents to be valid, they must be executed [...]