${site.data.firmName}${SEMFirmNameAlt}

Schedule a Free Consultation

Fort Myers 239-344-9471

Toll Free 888-312-0536

Estate Planning Archives

Estate planning after a divorce

Going through a divorce can be one of the most challenging and stressful times in life. The marriage you've worked so hard to build is no longer working. You and your spouse might be fighting constantly. You might no longer love each other. Maybe you only stayed together until your children reached adulthood. Whatever the reason for the divorce, you need to know how to make changes to your estate plan once the divorce is finalized.

A quick checklist for funeral planning

Funeral planning should be part of your estate planning process if you want to make everything go smoothly for your children. This lets them know what you want -- and gives you a chance to consider the financial side of the plan. Leaving money to cover the costs of your funeral and directions to show your desires takes a lot of stress out of what is sure to be an emotional time.

Estate planning includes yourself

estate planning includes yourself.pngOften, when we think about estate planning, we just think about the people who are getting money and assets: the heirs. The goal is to transfer the estate to them smoothly and efficiently. The plan focuses on the family's well-being for years and even generations to come.

Consider small items when writing a will

consider small things when writing will.pngAmong 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.