Author: Kathleen Flammia

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Estate Planning Tips: Choosing the Right Trustee

December 21, 2015

If you’ve taken the time to set up a trust, you’ve made an important step towards protecting your assets and providing for your loved ones. A trust is a highly effective estate planning tool that can help you manage your…

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Durable Power of Attorney Only Effective While Alive

December 14, 2015

In the most recent post, I discussed the importance of designating alternate agents on your Durable Power of Attorney. Today, I’d like to go more in depth into this useful document and explore what Durable Power of Attorney may and…

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List Alternate Agents on Durable Power of Attorney


December 7, 2015

Importance of Listing Alternate Agents on the Durable Power of Attorney Document The possibility of our disability or incapacitation can be an uncomfortable thought to face. But planning for such an event—however unlikely it may seem—can help you ensure your…

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Best Way to Pass Your Homestead to Your Children in Florida

November 30, 2015

Under Florida law, all residents are entitled to have the interests in their homestead—the real property on which they live—protected from forced sale from creditors and certain real estate taxes. When you pass, this protection will carry over to certain…

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