Will
Durable power of Attorney
Health Care Power of Attorney Living Will
HIPAA Authorization, and
Living Trust
In addition to these document your Florida Estate Planning Attorney should be looking at
Insurance Asset Titles and Beneficiary Designations Investment Management Asset Protection
All of this should be reviewed on a regular basis and always when one of the following happens:
(1) Marriage, divorce, death of spouse.
(2) Birth of a child.
(3) Children become financially independent.
(4) Birth of a grandchild.
(5) New business venture.
(6) Substantial growth in your business.
(7) Job promotion.
(8) Retirement.
(9) Purchase of life insurance.
(10) Move to a different state.
(11) Substantial increase or decrease in wealth.
(12) Decision to make large charitable gifts.
(13) Increase in risk of being subject to a lawsuit.
(14) Substantial amounts of property are in joint names.
(15) You purchase real property (including a time share) in another state.