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December 2019 Archives

Is it time to review and update estate planning documents?

The beginning of the year is a time when many people in Florida and across the country begin thinking about how they can make improvements in their lives. For some, the start of a new year may be a catalyst for reviewing certain important matters, like their estate plans. Reviewing and updating estate planning documents is a wise step, and it can help avoid some of these common mistakes.

Revocable trusts can take work to create but are beneficial

Getting started on an estate plan is not always an easy step. Some Florida residents may begin the process with ease because they understand the importance of having their affairs in order and know what they want their plans to include. Of course, not everyone is so ready to take such a step, and they may not know what planning tools could help them. In fact, some may not even think of using trusts.

If avoiding probate is an estate planning goal, trusts can help

It is not unusual for people to want to complete their estate plans as quickly as possible. However, if Florida residents do not go over all of their available planning options, they may miss out on a tool that could help them create comprehensive plans. For example, trusts can help achieve a number of goals that individuals may have for their estates.

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