by Carol Grant | Jul 13, 2023 | Estate Planning, Guardianship
Davie, Florida estate planning attorney, Carol L. Grant is available to assist you in planning for your minor child or grandchild. The only way to leave assets to a minor is through a trust otherwise, the assets can create a tangled mess for heirs. A recent article...
by Carol Grant | Jun 23, 2023 | Estate Planning, Will
Making wishes clear to family members is never enough to satisfy legal standards, according to a recent article, “Preparation is essential part of estate plan” from The News-Enterprise. Quite the opposite occurs when family members refuse to follow verbal requests,...
by Carol Grant | May 25, 2023 | Estate Planning
Parents in second marriages may want to leave assets to their children and try to make sure that their stepchildren don’t inherit. However, if stepchildren inherit, it can create resentment leading to legal disputes that can cost the estate significantly in delay and...
by Carol Grant | May 1, 2023 | Estate Planning, Guardianship
A health care surrogate is a legal document in which you name a person to make medical decisions, in the event that you are unable to do so for yourself. In Florida, if one does not designate a health care surrogate the physician or hospital has to rely on the Proxy...
by Carol Grant | Mar 14, 2023 | Estate Planning
To help you sidestep some of the most common blunders and get the most out of your IRA investments, Kiplinger’s recent article entitled “Don’t Make These Common IRA Mistakes” points out the most common blunders and how to avoid them. Not Planning for the...