by Carol Grant | Jun 17, 2025 | Estate Planning, Probate
Many people think a will is enough for their estate plan. A will can name heirs, but it does not help avoid probate or protect privacy. This blog explains how adding a trust to your plan can solve these issues and more. Keep reading to learn if you might need both a...
by Carol Grant | May 16, 2025 | Estate Planning, Guardianship
Many people wonder, “Can a Power of Attorney withdraw money from a bank account?” This question often comes up when someone needs help managing their finances. A Power of Attorney gives an agent the legal ability to make financial decisions—but only within certain...
by Carol Grant | May 16, 2025 | Elder Law, Estate Planning, Probate, Will
Parents often worry about how to pass down their property without causing legal or tax troubles. In Florida, there are several ways to transfer real estate to children that avoid probate and protect assets. This guide explains these methods in simple terms, helping...
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,...
