While no one wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your...
Last Will and Testament A Last Will and Testament (“Will”) is an instruction to a probate judge on how to distribute your assets upon your death, if your assets are left in your name alone (no other person or persons are named in the title), and/or if you have not...
In this legal document, you assign a person as your “agent” who will act in your place, managing assets titled in your name. An agent named under a power of attorney has no authority over assets you have titled into a trust – only a trustee can manage...
A document in which you name another person to act as your surrogate to make health care decisions if you are unable to. In Florida, without a written health care directive, if you are married, your spouse is automatically your surrogate. If you are unmarried, your...
A Living Will is a legal document in which you make a declaration that you do not wish to be kept alive by artificial means – e.g. machines, feeding tubes or similar non-mechanical means. It is very important to make sure that the person or persons you have named as...
