Printable estate planning checklist11/13/2023 ![]() During this difficult time, there are many financial decisions that need to be made and the situation often becomes very confusing. When a “life event” happens such as the death of a family member, the other family members are often thrown into some level of disarray due to grief and the temporary destabilization of the family unit. Why Having a Good Florida Estate Plan Matters? Answer – not recommended because these are “self-help” providers who have no duty or motivation to represent you. Myth 5 – Legal form providers will help me figure it out.Answer – highly risky like having your non-mechanic neighbor repair your Audi. ![]() Myth 4 – My advisor, accountant, or friends can help me.Answer – this is often a reckless and irreversible strategy that could destroy the estate Myth 3 – Its easier if just put my adult child’s names on everything.Myth 2 – Doing my estate planning might hasten my death.Answer – it is already complicated and good documents simplify things. ![]()
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