How Long Should I Keep These Documents?

In this day and age, it’s not uncommon to become inundated with bank stubs, receipts from purchases and other documents or scraps of paper of varying importance. While we cannot (and should not) hold on to everything, understanding which documents should be kept secure and safe and which documents can be replaced or are unnecessary […]

Estate Planning with No Heirs

If you are single or in an unmarried relationship and do not have children, there is still plenty you can and should do to ensure your property and assets are handled according to your wishes after you die.

What is a Living Will and Why Do You Need One?

A living will is a written directive that allows you to state your wishes regarding what sort of end-of-life care you want to receive. Florida law recognizes the right of any capable adult to create a living will, which can then be used if that person becomes incapacitated and unable to communicate their wishes to their doctor and loved ones.

Health Care Surrogate Designations in Florida

The state of Florida recognizes the right of any capable adult to create an advance directive known as a health care surrogate designation. This designation is typically used to allow your named surrogate (and their successors) to make every day medical care decisions like consent to surgery, consent to treatment, admission to a health care facility and the hiring and firing of doctors, nurses and therapists.

What is a Personal Property Memorandum in Florida?

Florida is one of the states that permit you to add a personal property memorandum to your estate plan. This is a supplemental document that must be referenced in your will or living trust and allows you to specify the items of personal property you wish to leave to your loved ones.