Tag: Estate Plan

Why Do We Celebrate National Autism Acceptance Month?

Why is National Autism Acceptance Month celebrated every April? In the past decade, the widespread growth of autism has more than doubled among children in the United States, from 1 in 125 children receiving a diagnosis in 2010 to 1 in 59 children receiving a diagnosis in 2020, according to the Autism Society. The mission

 

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What Happens If You Do Not Have a Florida Estate Plan?

Did you know that research tells us that less than 50% of all Americans have taken the step to protect themselves, their families, and their legacies with an estate plan? Did you know that planning for the end of life is incredibly important? Are you aware that if you pass away without an estate plan

 

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Important Questions to Consider When You Create or Update Your Estate Plan in the New Year

The new year is here, we are into the month of January, have you completed your New Year’s resolutions? We know many Floridians are focusing on how they will reach the resolutions they set. What was the main focus of your resolutions? Was it work or health or family or all three? Did you include

 

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The End of the Year Florida Estate Planning Checklist You Need

Can you believe that the new year, 2022, is almost here? Even with the continuing pandemic most of us are busy finalizing our end of the year plans, taking stock of what has happened this year, reflecting on goals for the coming year, and deciding what we want for next year and our future. As

 

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Estate Planning Essentials For LGBTQ+ Families

Did you know that, on June 26, 2015, the United States Supreme Court issued its landmark decision in Obergefell v. Hodges legalizing same-sex marriage, thereby requiring states to provide same-sex couples with the same access to estate planning, tax, medical and other important benefits as heterosexual couples? While this decision may have made estate planning

 

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Revocable Living Trusts and the Asset Protection Myth

Undoubtedly the use of Revocable Living Trusts in estate planning has become an inexpensive, yet valuable, alternative to a Last Will & Testament for middle class Americans.  The major benefit to using a revocable living trust is probate avoidance.  Decades ago, one would only see the most wealthy individuals using trusts for the transfers of

 

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