by Carol Grant | May 1, 2025 | Estate Planning, Probate
Many Florida families worry about how to pass the family home to their children. The family home is often the biggest asset they own and a key part of their legacy. This article explains simple ways to transfer ownership while avoiding legal headaches like probate....
by Carol Grant | Mar 25, 2025 | Estate Planning
National Institute on Aging’s recent article, “Getting Your Affairs in Order Checklist: Documents to Prepare for the Future,” has some steps to consider when putting your affairs in order. Plan for your estate and finances. Common documents include a will and a power...
by Carol Grant | Mar 11, 2025 | Estate Planning
Life insurance is a critical part of family financial planning, ensuring that your loved ones are taken care of financially when you’re no longer around. A common approach many parents consider is adding their child’s name as a life insurance beneficiary,...
by Carol Grant | Mar 6, 2025 | Estate Planning
Once a child reaches the age of legal majority, they are considered an adult with privacy rights. This means that parents lose access to private information. This can have dire consequences if the student is involved in an accident or gets seriously ill, explains the...
by Carol Grant | Mar 4, 2025 | Estate Planning
When estate planning dovetails with divorce, existing plans need to be redesigned. How much depends on the nature of the divorce, as explained by a recent article from Accounting Today, “Estate planning for divorcing couples.” Spousal rights, beneficiary designations,...
