Will vs. Revocable Trust: Which Is Right for You? When planning your estate, one of the most common questions people ask is: Should I have a will or a revocable living trust? Both are powerful tools for protecting your assets and ensuring your loved ones are cared for after your passing — but they serve […]
Will vs. Revocable Trust: Which Is Right for You? Read More »
As the weather cools down and the year begins to wind to a close, October is the ideal month to pause and review your estate plan. Between busy summer months and the rush of the holidays, fall offers a moment to make sure your documents still reflect your wishes and your family’s needs. Here are
Planning Ahead This October: Why Fall Is the Perfect Time to Revisit Your Estate Plan Read More »
Taylor’s Story: Taking Back Control Taylor took action so her music—and her legacy—would stay hers. Estate planning does the same for you. By creating a will, trust, or other planning documents, you keep the power to decide what happens with your home, savings, and personal treasures. You spare your loved ones from the stress, expense,
Estate Planning, Taylor’s Version Read More »
The passing of wrestling icon Hulk Hogan (Terry Bollea) on July 24, 2025, has sparked not just grief—but also controversy. Within hours of his death, rumors began circulating about dramatic estate moves allegedly made by his widow, Sky Daily. Tampa-based radio personality Bubba the Love Sponge claimed on-air that Sky took three major steps within
When someone passes away, the individuals chosen to carry out their wishes hold a position of great power—and responsibility. It’s common to name a trusted family member, but some people turn to outside professionals, like financial advisors or accountants, to act as “coach” co‑trustees, thinking it will provide neutrality or expertise. However, as the estate
Why “Coach” or Independent Co‑Trustees Can Be Risky Read More »
Welcoming a new baby is one of life’s most joyful experiences, but it also brings new responsibilities. As you begin adjusting to life with your little one, it’s important not to overlook a crucial question: Does your Estate Plan still reflect your wishes now that you’re a parent? For many families, the answer is yes,
Do I Need to Update My Estate Plan After Having a Baby? Read More »
Estate planning is one of the most important steps you can take to protect your loved ones and your legacy. However, simple mistakes can create unnecessary stress, delays, and even legal battles for your family. Whether you’re creating your first plan or updating an existing one, knowing what to avoid can help ensure your wishes
Common Estate Planning Mistakes and How to Avoid Them Read More »
Blended families bring love, connection, and new beginnings—but they also introduce unique challenges when it comes to estate planning. If you’re remarried with children from previous relationships or merging two families into one, a thoughtful estate plan is essential to ensure your loved ones are protected. Without proper planning, Florida’s default inheritance laws may not
Estate Planning for Blended Families: Protecting Everyone You Love Read More »
Including pets in your estate plan is an important way to ensure they are protected and cared for, no matter what the future holds. For many of us, pets are more than just animals—they’re beloved family members. They offer companionship, unconditional love, and even emotional support. But have you thought about what would happen to
Who Will Care for Your Pets? Including Pets in Your Estate Plan Read More »
When preparing an estate plan, many people are surprised to learn they need both a Health Care Surrogate Designation and a Living Will. These are two distinct legal documents under Florida law—and while they often go hand in hand, they serve different purposes. Here’s what you need to know. What Is a Health Care
What’s the Difference Between a Health Care Surrogate and a Living Will in Florida? Read More »
