Category Archives: Estate Planning
Designating Beneficiaries: How To Do It And Why It Is Important
Beneficiary designations are very important. You can name beneficiaries in certain estate planning tools, such as a will or trust, or you can designate beneficiaries to certain financial accounts, such as life insurance policies. It is important to designate or name beneficiaries before you pass away or become incapacitated to ensure that your property… Read More »
What Are The Differences Between Wills And Trusts?
There are many different tools you can use to plan for your estate. Of these, wills and trusts are two of the most important. Many people wonder if they should draft a will or a trust, or both, when planning an estate. Wills and trusts both distribute property to heirs after someone drafts a… Read More »
How To Keep Your Estate Planning Documents Safe During A Natural Disaster
Floridians are no strangers to hurricanes, floods, and tropical storms. These natural disasters can wreak havoc on people’s homes, vehicles, and other belongings. One of the most important ways to prepare for these emergencies is to ensure that your estate planning documents are not only in place, but also that they are organized and… Read More »
Understanding Tangible And Intangible Assets In Estate Planning
When you want to protect your property, now and for future generations, and ensure your wishes are respected when you pass away, estate planning is a critical step. One important element of estate planning is understanding the types of property you own, particularly regarding the differences between tangible and intangible assets. It is important… Read More »
Estate Planning Tips For The Sandwich Generation
Individuals who are ‘sandwiched’ between supporting their own children while also caring for their aging parents. This dual responsibility can result in a great deal of physical, emotional, and financial stress as people try to balance their work and family obligations. As individuals try to balance this juggling act, estate planning may not be… Read More »
A Checklist For Your First Meeting With An Estate Planning Attorney
Meeting with an estate planning attorney for the first time can seem overwhelming. You may fear talking about uncomfortable topics and feel unsure of the documents you need to bring. Estate planning does involve an extensive amount of paperwork and being properly prepared for your first meeting can ensure you use your time effectively…. Read More »
Who Should You Involve In Estate Planning?
Estate planning is an intricate process meant to protect your property, and your future. The decisions you make throughout the process are very personal, but this does not mean that you have to, or should, do it alone. In addition to working with a Daytona Beach estate planning lawyer, there are other individuals you… Read More »
How Much Does Estate Planning Cost In Daytona Beach?
Estate planning is not reserved for only the wealthy or famous. All adults should have an estate plan in place to ensure they and their loved ones are protected. No one knows what the future will hold and having an estate plan in place will ensure you are cared for in the event that… Read More »
An End-Of-Year Estate Planning Checklist
Kids just went back to school not that long ago but soon enough everyone will be giving thanks and getting ready for the end-of-year holidays. While this is certainly a celebratory time of year, it is also time to start thinking about reviewing and updating your estate plan. Whether you need to finalize documents… Read More »
Four Questions To Ask Yourself Before Planning Your Estate
When you start planning your estate, you will likely have many questions. It is important to write these down so that when you meet with a Daytona Beach estate planning lawyer, you can get the answers you need. Before even meeting with an attorney, though, it is important that you ask yourself some questions…. Read More »