David Howard Goldberg, P.L.

November 2019 Archives

Traveling this holiday? Even millennials can use an estate plan

For many, the holidays mean traveling, whether to reconnect with family or to find some new adventure. Traveling at any time of the year can be risky, no matter where one may be going in or beyond Florida. Even if those in their 20s and 30s are conscious of the dangers of traveling, they may not consider executing wills when they set out on their journeys. However, estate planning is not restricted to those who are near retirement or with many assets.

There are limits to what you can do with your will

Making plans for the future can be difficult, especially when it requires that you consider things such as what will happen to your property after you pass. When drafting a will, you want to make sure that you clearly state what you want to happen to your assets and property. Having a will is the foundation of any estate plan, but there are limits to what this document can do. 

Trusts are an important component of an estate plan

Florida has a large population of older Americans, which should come as a surprise to no one. As they enjoy their golden years in the sunshine state, spending a little time considering the status of their estate plans could be time well spent. A plan does not need to be complex to be effective but there are some basic documents a person should be familiar with in order to be able to formulate a plan to meet his or her needs. These documents include wills, trusts, power of attorney designations and medical directives.

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