by wesmartin | Sep 3, 2025 | Articles, Estate Planning
Many Florida residents divide their time between here and another state. These “snowbirds” enjoy the benefits of living in Florida part of the year, but they also face estate planning challenges. Different state laws can affect wills, trusts, taxes, and healthcare...
by wesmartin | Sep 3, 2025 | Articles, Estate Planning
Estate planning is more than just deciding who inherits your property. It also involves preparing for situations where you may be unable to manage your own affairs. A durable power of attorney (DPOA) is one of the most important legal tools in Florida estate planning....
by wesmartin | Sep 3, 2025 | Articles, Estate Planning
An estate plan is not a one-time document. Life events, legal changes, and shifting financial priorities all mean your plan needs regular attention. In Florida, outdated wills, trusts, or powers of attorney may cause disputes or fail to reflect your true intentions....
by wesmartin | Sep 3, 2025 | Articles, Estate Planning
If you pass away in Florida without leaving a will, your property is distributed according to state intestacy statutes. These rules determine who inherits and in what order. Without planning, the results may not align with your wishes. At Kelley, Grant, & Tanis,...
by wesmartin | Sep 3, 2025 | Articles, Asset Protection
Florida professionals often face higher exposure to lawsuits and creditor claims. Doctors, dentists, and other licensed professionals carry significant liability due to the nature of their work. Without planning, both business and personal property can be vulnerable....
