850-894-0152 click to call

What is a health care proxy?

Video Transcription: A health care proxy is an individual who is making medical decisions for you. In many states this is the individual that is chosen under a statutory scheme to make medical decisions based on how as a society we determine the importance of family....

What is a living will?

Video Transcription: A living will is a written document in which you tell your healthcare providers and your loved ones the kind of care you want at your end of life. Your living will only becomes active when you are not capable of making medical decisions and you...

What is a revocable living trust?

Video Transcription: A revocable living trust is a trust created by an individual during their lifetime that they have the authority to amend or revoke during their lifetime. It allows the individual to place their property in it, and when they become incapacitated, a...

What is a testamentary supplemental needs trust?

Video Transcription: Testamentary supplemental needs trust, or special needs trust, is a special needs trust created within a will. When an individual dies the assets left to that special needs trust go to benefit a disabled loved one such as a spouse or...

What is a trustee?

Video Transcription: A trustee is the individual or entity appointed in a trust agreement to manage the assets of a trust. A trustee only can manage those assets included in that trust and must act in accordance with the laws of the state in which the trust is...

What is a UTMA account?

Video Transcription: A UTMA account refers to a Uniform Transfer to Minors Act account. This is an account set up for the benefit of a minor and administered by an adult custodian. When the minor reaches the age of majority, the minor can take control of the account...