Start the Year Off Right with Our Florida Estate Planning Checklist

Did you enjoy spending time during the holidays with your family? As you spent time with your children and grandchildren did you realize how much you want to provide for them? Did you also think about your future and how to protect yourself? Did these questions have an impact on any resolutions you made? With your thoughts of your family and yourself, did the creation of a Florida estate plan make it to the top of your list? That is a wonderful way to start the new year.

In thinking about a Florida estate plan, what are your goals for yourself, your family and your legacy? We would highly recommend that you meet with an experienced Florida estate planning attorney soon to help you reach your goals and accomplish your resolution.

Now, before we go on, do you have a current Florida estate plan? If your answer is yes, have you updated it recently? Are you wondering how to even begin to update it? Are you wondering how to begin creating an estate plan? We would like to help you start with our Florida estate planning checklist. Consider the following checklist to ensure that you have the peace of mind that can come from good estate planning.

  • Who will make your decisions if you are not able to make them for yourself?
  • Will your out-of-state estate planning documents be valid and acceptable in Florida?
  • Who could handle your business affairs if you could not?
  • What would happen to your pets if you were hospitalized?
  • Should your adult children be in charge of your finances?
  • Do you need additional insurance policies?
  • Will your retirement plans be able to support you as you age?
  • Do you have a taxable estate?
  • Has your accountant or investment advisor recommended you make gifts?
  • Have there been any changes in your family structure that would make it necessary to update your planning?

Everyday we hear questions, like the ones above, from our clients and their family members. When it comes to Florida estate planning, you need to know your plan will work when you need it to. We know this article may raise more questions than it answers. We believe in a collaborative approach to helping our clients. This means that our assistance does not end with just legal help. We work closely with other senior providers to make sure all our clients’ needs are taken care of from start to finish. Our mission is to make sure every family feels that they have been taken care of, have peace of mind and have someone to lean on during difficult times.

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