Entries by AllyAdmin

Your Guide to Guardianship in Stuart, Florida

One of the most essential parts of estate planning is to provide for your loved ones in the event that you no longer can. Knowing your family’s best interests are set in writing brings peace of mind and helps you face the unknown with greater confidence. While we never want to think about the worst […]

Probate: The Pros and Cons

For some people, probating an estate has a negative connotation. Some financial planners even aggressively recommend against it. Most experts will agree that probate can be either a positive or negative experience for the heirs of an estate. LegalZoom advises that under ideal circumstances, the probate process is smooth, quick, and helpful. In the worst […]

What Is Durable Power of Attorney?

If you’ve spent any amount of time looking into estate planning, you’ve likely come across the term “durable power of attorney.” In this article, we’ll look at what durable power of attorney is, why you need it, and how to include it in your estate planning. Durable Power of Attorney Defined A durable power of […]

Incorporating Veterans Benefits Into Your Estate Planning

Are you planning your estate, planning for retirement, or just planning for the future? Have you considered all the veterans benefits you might be entitled to? Veterans benefits are essential to estate planning, as the benefits can extend to your surviving spouse and dependents after you are gone. These benefits can strengthen your retirement plan, […]

Should You Choose a Revocable Living Trust or a Will?

One of the most important decisions in your estate planning is to decide if focusing on a will or revocable living trust is best for your situation and desires. The main difference between the two is that a revocable living trust (hereinafter RLT) can accomplish probate avoidance with respect to assets that are transferred to […]

How to Choose a Trustee for Your Estate

If you’ve been thinking about estate planning for any amount of time, you’ve probably heard that you need a trustee. Keep reading to understand how to get started. What Exactly is a Trustee and What Do They Do? The main functions of a trustee are recordkeeping, trust administration, and investment management, according to Fidelity. How […]

How to Include Long-Term Flexibility in Your Trust

Planning for the unknown is important in many areas of life – and planning your trust is no different. When planning all areas of your estate – it’s essential to think about the unexpected happening. By intentionally including long-term flexibility in your trust, you can ensure that your desires and intentions are carried out after […]