Estate Planning Blog Digest

Palm Harbor, FL Estate Planning Law Firm

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It is important to keep up with estate planning news because changes in laws, regulations, and tax codes can significantly impact an individual’s estate plan. Staying informed on current estate planning news can help individuals and families make informed decisions about their estate plans, ensure that their plans remain up-to-date and effective, and take advantage of new planning opportunities or strategies that may arise. Additionally, estate planning news may provide insights into broader economic trends or market conditions that could affect an individual’s financial planning and wealth management strategies. Overall, staying informed on estate planning news can help individuals protect and preserve their assets, minimize taxes, and achieve their long-term financial goals.

Read our news articles and stay up to date on estate planning.

Five Key Benefits of a Revocable Living Trust

Attorney Sherri Stinson
November 8, 2024

Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.

How to Choose an Estate Planning Attorney in Dunedin: Key Tips and Questions to Ask

Attorney Sherri Stinson
October 29, 2024

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.

Don’t Wait! National Estate Planning Awareness Week in Your Family’s Call to Action

Attorney Sherri Stinson
October 24, 2024

Estate planning isn't about paperwork – it's about protection. It's about looking your loved ones in the eye and saying, "I've taken care of everything."

Rebuilding After a Hurricane: What to Do If You’ve Lost Your Estate Planning Documents

Attorney Sherri Stinson
October 17, 2024

3 Tips for Every New Homeowner

Attorney Sherri Stinson
October 8, 2024

Top 5 Estate Planning Strategies for Florida Residents

Attorney Sherri Stinson
September 27, 2024

Next Steps After the Death of a Spouse: Guidance from a Probate Lawyer in Palm Harbor

Attorney Sherri Stinson
August 7, 2024

Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner. This article provides a list of the next steps to take.

What Is the Difference Between a Living Will and a Last Will and Testament?

Attorney Sherri Stinson
July 29, 2024

Estate planning legal matters are already confusing enough, so it certainly does not help to have similar names for related but completely different documents.

Protecting Yourself from Guardianship Abuse in Florida

Attorney Sherri Stinson
June 4, 2024

This article highlights the risks of guardianship abuse and provides steps to protect yourself, including advance planning with powers of attorney. It also emphasizes the importance of legal oversight and choosing trustworthy guardians to safeguard your rights and assets.

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Attorney Sherri Stinson
May 30, 2024

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

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