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Rights Of Survivorship And Payable On Death Accounts Did you know there are tools available at most financial institutions, including banks, brokerages, and retirement accounts that can help with your financial estate planning? These institutions typically allow for your accounts to have “rights of survivorship” whether held as joint accounts or designated as payable on

There is no one final answer. It’s more of an evolving concept. A lot of life events can change who a person is and what they desire. Look at large life events such as marriage, having children, or going through a divorce. Even at retirement, you may want to stipulate changes. Those are all times

When it comes to the financial approach of probate, there are things you’ll want to know. Probate can become lengthy if people contest it through litigation, which can also drive up costs. What when your Estate goes to Probate? Your Estate will be opened in court. If you pass without a will, then the court

Florida and the Durable Power of Attorney. What you Need to Know. Since 2017, a law was put into place that stated both power of attorney documents and durable power of attorney documents must be signed by two witnesses. Prior to this change in the law, general power of attorney documents didn’t have this requirement.

A revocable trust is a way to save your family from going through a difficult probate. Quite frankly, it saves you a headache. Probate is the legal term for how the court interacts with a will or estate. If you don’t have a will, your property and assets must go through probate to be distributed

  Let’s be honest, there’s no way to know what the future holds. If you can’t make medical decisions, who would you want to make them for you? That’s what a surrogate does in this situation. Who do you trust with your life? By designating a person (Healthcare Surrogate Designation) to be in charge of

How much can my healthcare surrogate designation decide? What if I want to place restrictions on what they can make decisions about? There are two pieces to this. First, be sure to read our information on a living will as it will go into further details about what a living will can do. Once that’s

What is a Power of Attorney? What is a Durable Power of Attorney? A general power of attorney is a document that allows somebody to make decisions for and with you. It allows for a trusted advisor to assist you in taking care of your personal matters. There are different variations: health, financial, limited, and

How can I have better control over my final wishes? There are different variations of each document. It’s my job to make sure we go through your details so that your legacy passes on as you planned. What you might not be aware of is that by choosing an attorney that you trust, you’re making