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Category Archives: Estate Planning

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Do Not Forget Your Estate Plan After Starting A Business

By Bundza & Rodriguez, P.A. |

Starting your own business is incredibly exciting. You get to devote your days to your passion, be your own boss, and make a profit in the meantime. Still, opening your own business takes a great deal of time, effort, and resources. It is natural to want to ensure that your hard work and your… Read More »

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Common Mistakes To Avoid When Designating Life Insurance Beneficiaries

By Bundza & Rodriguez, P.A. |

There are many important aspects of estate planning. Many people often first think of wills and trusts and while these can provide a foundation for your plan, there are other elements to consider, as well. Life insurance policies, and the beneficiaries you name, also play an important part. When designating beneficiaries in your life… Read More »

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Important Questions To Ask Your Estate Planning Attorney

By Bundza & Rodriguez, P.A. |

Everyone should have an estate plan that outlines how they would like their estate to be managed and distributed after their death. An estate also serves other purposes, such as naming a guardian for minor children and appointing a health care surrogate in case you are ever unable to make medical decisions for yourself…. Read More »

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Estate Planning Strategies For High Net Worth Individuals

By Bundza & Rodriguez, P.A. |

All adults should have an estate plan that can make things easier on their loved ones after they pass away. However, if you have acquired a great deal of wealth, assets, and other resources, working with an estate planning attorney is even more important. The larger your estate is, the more complications and issues… Read More »

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The Importance Of Reviewing Your Estate Plan If Your Spouse Passes Away

By Bundza & Rodriguez, P.A. |

Losing your spouse is likely the hardest thing you will ever go through. The last thing you want to think about during your time of grief is reviewing and updating your estate plan. This is something you should make a priority, though, especially now. Below, our Daytona Beach estate planning lawyer outlines some of… Read More »

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What Rights Do Incapacitated Individuals Have?

By Bundza & Rodriguez, P.A. |

Life is complicated enough and you may not want to consider the ‘what ifs’ your future may hold for you. However, it is always important to consider all situations that may occur so you can protect your rights. If you ever become incapacitated in the future, it is critical to know that you still… Read More »

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Why Is Estate Planning So Important For Young Adults?

By Bundza & Rodriguez, P.A. |

The 18th birthday of a child is always very exciting. They officially and legally make the transition from being an older child to being a young adult. For many young adults, this is a time to move away from home, obtain a college or university education, and start their own journey of self-discovery. While… Read More »

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The Benefits Of Creating A Comprehensive Estate Plan

By Bundza & Rodriguez, P.A. |

Creating an estate plan is something that many people delay doing, but it is important not to. By creating a comprehensive estate plan, you can ensure that your loved ones are taken care of after you pass away, minimize the impact on them, and ensure that your wishes are honored. Below, our Daytona Beach… Read More »

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What Are Advanced Healthcare Directives?

By Bundza & Rodriguez, P.A. |

If you are like many people in Florida, you may feel very strongly about the medical care and treatment you want to receive. Your wishes become even more important when you cannot articulate them due to a physical or mental incapacity. If you want to make sure that your opinions for health care during… Read More »

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Should I Update My Estate Plan After I Move To Florida?

By Bundza & Rodriguez, P.A. |

Florida is one of the most popular states for people to move to. Often, this is later in life when people are looking to retire in a state that has great weather year-round, gorgeous scenery, and few tax implications. After moving to another state, you know just how many things you have to do…. Read More »

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