Posts

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There are several reasons to create a basic estate plan in Stuart Florida

Stuart, FL - There are many benefits to having a complete estate plan rather than just creating a standard will with no other testamentary documentation. As with any important financial decisions, it is best to consult with a local professional…
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Florida residents should look at an estate planning checklist as they age

While many people tend to put off their estate planning needs until they are very old or in poor health, it is important to start this process sooner rather than later. Certain instruments, such as trusts, can even start to distribute assets…
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Florida Medicaid plans were sanctioned by the state with millions in penalties

Data released for the 2019-2020 financial year showed that the state penalized managed care plans for several million dollars related to breach of contract issues and other problems.  Just one year of records shows dozens of Medicaid violations  Florida’s…
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Fort Walton Beach residents should review Florida’s laws governing wills and estate plans before deciding how to distribute their property

Making a proper will or estate plan is so crucial because without these documents, your property will go through a set of default rules listed in the state’s intestacy statute. While these rules try to keep your property within the family,…
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Florida investors should check with an attorney to make sure their trust accounts are secure

When dealing with wills, trusts, or any other form of estate planning, it is important to talk with an attorney about keeping investments secure. Many retirees in Florida want to set up trust accounts to help during their retirement or protect…
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Stuart Florida families should look into setting up a trust for their estate planning needs

Some families may find that a trust is the best way to meet all of their estate planning goals and avoid wasted time and additional expenses.  Local news for Stuart, Florida reported on some useful ways that someone can plan for the future…