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Heather Ward, Esq.

Securing the Future for Individuals with Disabilities

May 10, 2024
Supplemental Needs Trusts (SNTs) play a critical role in estate planning for individuals with disabilities in Florida. These specialized trusts are designed to provide financial support to disabled beneficiaries without...

Navigating Estate Planning for Blended Families

Apr 26, 2024
Blended families require a unique perspective when it comes to estate planning. These families are those with one or both spouses who has children from previous relationships. Because of the...

Shocking Facts About the New Corporate Transparency Act

Nov 17, 2023
  Today, we’re diving into the Corporate Transparency Act (CTA), specifically the Beneficial Ownership Information Reporting, which comes into effect on January 1st, 2024. The Corporate Transparency Act The CTA,...

Choosing a Guardian for your Minor Child

Sep 1, 2023
Losing a loved one is never easy, and when it comes to considering your own passing and what that would mean for your minor children, it’s even more difficult. Choosing...

Why You Need a Child Safety System

Jul 31, 2023
More and more families are getting their estate plans in place to ensure that their minor children are taken care of in the event tragedy strikes. Having a proper plan...

How to Protect Your Kids After They Turn 18

Jun 22, 2023
Estate Planning for Young Adults and College Students Estate planning is usually considered an “end-of-life” consideration. It is also often overlooked or assumed it is not needed if you do...

5 Reasons Why You Should Review Your Trust Today

Apr 6, 2023
Trusts are an essential estate planning tool utilized by many of our clients. However, many people do not recognize the importance of having their trusts reviewed and updated over the...

How to keep your home out of probate: The Lady Bird Deed

Mar 10, 2023
A Lady Bird Deed (also called an Enhanced Life Estate Deed or transfer on death deed) is a lesser-known tool that we can utilize in your Florida estate plan. Florida...

3 reasons a will isn’t enough

Feb 16, 2023
Clients often come into our office saying, “I just want you to draw up a simple Will.” We won’t argue that having a Will is important. However, 99% of the...