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Estate planning is often associated with tangible assets like property, investments, and personal belongings, but as we move deeper into the digital age, there’s a growing need to consider digital assets in these plans. Digital assets can include everything from online accounts and digital currencies to photos and documents stored online. With much of our...

For many Floridians, passing property to loved ones after death is a top priority. Yet, the probate process can complicate matters, causing delays, additional costs, and stress for heirs. Thankfully, Florida offers a powerful tool to avoid probate and ease the transition of property: the Lady Bird Deed, also known as an Enhanced Life Estate...

Losing a spouse is one of life’s most challenging experiences, and the impact extends beyond emotional grief. One important yet often overlooked area that requires immediate attention is updating your estate plan. When a spouse passes away, the existing estate plan needs to be reassessed to reflect the new reality. Updating your estate plan after...

According to a new study, only 65 percent of Americans understand the definition of "probate," and 35 percent say they do not understand the process at all. Probate is a court process in which your estate is assessed, taxes are levied, debts settled, and assets distributed. Millions of Americans do not realize the financial and...

A blended family, also known as a stepfamily, is a family unit where one or both parents have children from previous relationships but have combined to form a new family. This type of family structure can include children from each parent's past relationships as well as children born to the current couple. Blended families often...

A valid, well-constructed will can reduce the likelihood of legal challenges to an estate while protecting wishes and loved ones. During a time of grief, a clear last will and testament can ease the administrative and financial stress on families, as the deceased's wishes are clearly laid out. Knowing there's a plan in place can...

Understandably, thinking about writing a will might seem like something you could easily handle on your own or with the help of an online tool. After all, it's about your stuff and who you want to have it when you're not around anymore. You can write your own will, but the results may not be...

For significant savings in Florida, be prepared to make large gifts prior to 2026 The federal estate and gift tax exemption is about to be cut in half if Congress doesn’t act to preserve it. And with all the discord in Washington, who knows if that will happen? If you are planning to make significant...