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Your Child Just Turned 18: Estate Planning Considerations for Young Adults
Graduation, college move-in days, and milestone birthdays often mark important transitions for families. One change that may receive less attention is the legal transition that occurs when an individual reaches age 18. Under the law, an 18-year-old is generally considered an adult. As a result, certain legal, medical, and financial decisions may be handled differently than when that individual was a minor. What Changes at Age 18? Once an individual reaches adulthood, parents
Aug 27


Hurricane Season Is Here: A Good Time to Review Estate Planning Documents
Each year, Florida residents prepare for hurricane season by reviewing emergency supplies, evacuation plans, and important household information. For some individuals and families, this may also be an appropriate time to review estate planning documents and related records. Periods of heightened emergency preparedness often prompt consideration of whether important legal documents remain current and accessible. Why Review Estate Planning Documents During Hurricane Season? Une
Aug 19


What is a Power of Attorney in Florida?
Many people associate estate planning with wills and trusts, but another commonly used legal document is a Power of Attorney. A Power of Attorney is a legal document that may allow one person to act on behalf of another in certain matters, depending on the authority granted and the terms of the document. Under Florida law, Powers of Attorney are governed by specific legal requirements and are often used as part of a broader estate planning strategy. Understanding the Basic Ro
Aug 12


Back-to-School Season: A Question Many Parents Consider
Backpacks are packed, schedules are set, and school supply lists are checked off. As families prepare for the new school year, some may also take the opportunity to review important legal and financial planning documents. For parents of minor children, one topic that is often included in estate planning discussions is guardianship. Understanding Guardianship Nominations When parents have minor children, estate planning documents may include a nomination of a guardian. A guard
Aug 6


What is a Will Under Florida Law?
A will is a legal document used to direct how a person's property is distributed after death. In Florida, the requirements for creating a valid will are set out in the Florida Probate Code. A will allows a person to identify beneficiaries and outline instructions for the distribution of assets, subject to the formalities required under Florida law. Who Can Make a Will in Florida Under Florida law, a person may make a will if they are 18 years of age or older, or an emancipate
Jul 10


How a Trust Works
A trust is a legal arrangement that may be used to manage and distribute property according to specific instructions. It involves designating responsibility for holding and managing assets under defined terms. Trusts are structured through legal documentation, and their use depends on how property is organized and the purpose of the arrangement. Basic Structure of a Trust A trust typically involves three roles: Grantor: the individual who establishes the trust Trustee: the pe
Jun 19


What Is Probate?
Probate is a court‑supervised legal process that may occur after an individual passes away. The process generally involves identifying certain assets, addressing outstanding obligations, and distributing property in accordance with applicable law or an existing will, if one exists. Whether probate applies, and how the process works, can vary depending on the specific facts of a situation and applicable Florida law. The information below is provided for general educational pur
Apr 30
Understanding the Basics of Estate Planning in Florida
Estate planning is not about age or wealth. It is about control, clarity, and protecting the people who depend on you. In Florida, a basic estate plan typically includes a Last Will and Testament, Durable Power of Attorney, Health Care Surrogate designation, and Living Will. Each document serves a different purpose, and together they create a framework for decision-making during incapacity and after death. A Will directs how your assets are distributed and who will serve as P
Apr 20
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