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Estate Planning Archives

Consider small items when writing a will

Among your largest assets that you plan to pass on to your children are probably your home, a life insurance policy and a retirement account. These are important assets, but their inclusion in your will may not be as important as smaller, sentimental items that do not have nearly the same financial value.

5 reasons to create your estate plan today

5 reasons to update will.pngYour estate plan should never be an afterthought or something you throw together just to technically "cover your bases." You need to give it the proper amount of consideration and planning so that it really addresses what your family needs. Remember, this is your final chance to help them move forward with their lives, and you don't want to make any mistakes.

Life milestones that cause you to update your will

Did you recently create a will and other estate planning documents? If so, it's important to note that you should not simply sit on them until you reach the late stages of your life. Don't put these documents in the safe deposit box and not look at them ever again. A will needs to be reviewed every couple of years and amended appropriately based on the milestones you've achieved in life.

Understand these things when chosen as an estate executor

understand these things when chosen as an estate executor.jpgBeing chosen as the executor of an estate is nothing to sneeze at. It is an important legal role that should be taken very seriously. You never know when you might have to make decisions on behalf of the person named in the estate. That's why you need to prepare the minute you are asked to be an executor. This will make the transition period easier when the time comes to handle the affairs of the estate in Fort Myers.

Picking the executor of your will in Florida

picking the executor of your will in florida.jpgIf you are working on your estate plan in Fort Myers, there's a very important designation you should never overlook. That designation is who will be the executor of your will. This designation should be someone you trust will carryout all of your wishes that are outlined in your will. This should also be someone you know and who knows you, not an occasional acquaintance.

Tips for choosing a child guardian in Florida

1tips for choosing a child guardian in florida.pngHaving a discussion about your future with your spouse is never easy. You need to discuss some very difficult and uneasy topics, such as how your money will be handled upon your death and who will be the guardian of your children should you die before they reach the age of 18 in Fort Myers. Here are some tips for choosing a guardian for your children.