SummaryMany consumers encounter estate planning services through seminars, financial advisors, or online programs, but not everyone offering these services is licensed to provide legal advice. In Florida, estate planning—including drafting wills and trusts—generally constitutes the practice of law and must be handled by a licensed attorney. This article explains how consumers can recognize the difference […]
Tag: family protection
A Simple Florida Estate Planning Checklist for 2026: Don’t Lose Your Legacy
SummaryEstate planning in Florida is more than simply having a will—it requires a complete and properly structured plan that reflects current laws and life changes. This 2026 Florida Estate Planning Checklist highlights the key components every plan should include, such as a valid will, properly funded trusts, updated powers of attorney, healthcare directives, correct beneficiary […]
Estate Planning Horror Stories: The Case of the Vanishing Estate
🎃 Estate Planning Horror Stories – Part 1 (Inspired by a true case. Certain names and details have been omitted to protect the privacy of those involved.) Gather ‘round, dear readers… it’s the season of shadows, and tonight’s tale is not from a haunted house but from the courthouse. Our story begins with a sweet, […]