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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Many people believe that once they’ve created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure that it will work for your loved ones and not fail when they need it. 

Probate: What It Is & How To Avoid It — Part 2

To spare your loved one’s the time, cost, and stress inherent to probate in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in part two, we’ll discuss the major drawbacks of probate for your family, and outline the different ways you can help them avoid probate with wise planning.

PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 1

Unless you’ve created a proper estate plan, when you die, many of your assets must pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a central goal of most estate plans. 

When a Loved One Needs Help — Understanding Guardianship in Florida

In Florida, guardianship refers to the court-appointed legal responsibility given to someone who will make decisions on behalf of an incapacitated person. A guardian may have authority over the person’s financial matters, while another guardian may have authority over the person’s personal care and medical decisions.