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Estate planning steps may help Florida residents feel prepared

There are several aspects to estate planning about which many Florida residents may already feel somewhat knowledgeable. They may know that a will is an essential estate planning tool and that certain steps could help their loved ones avoid probate in the event of a death. However, there are other steps that individuals may want to take that could prove useful to the planning process.

One step is to begin planning early. Hopefully, the decisions made will not be needed for years to come, tbut here is always the possibility that a serious incapacitating event could occur. In such a situation, an individual will likely want to know that he or she will be taken care of in the appropriate manner. Additionally, having these plans already made could help avoid the panic that may come along with making important decisions after a major event.

Having the proper forms updated and keeping certain lists could also prove useful. Updating forms for beneficiaries can be particularly important if an individual remarries or if a named loved one passes away. Creating lists of assets -- including those that are digital -- could allow for a better inventory of property that could be bequeathed and make it easier to surviving family to locate those assets. 

If Florida residents would like more information on similar steps, there are local estate planning resources that can provide such knowledge. Additionally, individuals can learn more about wills, trusts, power of attorney and other important documents and how they may pertain to their specific cases. For more insight on a particular case, consulting with an experienced attorney may prove beneficial.

Source:, "Ten keys to proper estate planning", Michael Chamberlain, March 14, 2016

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