estate planning treasure coast

September 27, 2026
Creating a trust is only the first step. Learn why properly funding your Florida revocable trust matters and what can happen when assets are left outside the trust.
Published by Yahima Suarez, PA on September 27, 2026
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You Signed Your Trust, But is Your Trust Funded?

Your home may be in the trust but what about everything else? Signing a revocable living trust is a huge steps towards your planning and family protections.  It is the foundation of it all; but, by itself, it is an empty shell. Signing the trust does not complete the plan. […]
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February 12, 2026
Blended family in a suburban setting, mom, dad and three children.
Published by Yahima Suarez, PA on February 12, 2026
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Don’t Accidentally Disinherit Your Own Children

One of the most important reasons to create an estate plan is simple: To make sure your children are not unintentionally disinherited. This risk is much higher in what’s called a blended family. A blended family is when one or both spouses have children from a previous relationship. And here’s […]
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January 13, 2025
picture of last will and testament with glasses on it
Published by Yahima Suarez, PA on January 13, 2025
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The Pitfalls of a DIY Will. Lesson-Learned From Real Cases

Several times throughout the years I have been presented with a DIY will. I have seen many versions, from hand-written forms printed from the internet. The odds are usually, unfortunately, that these Wills may not work the way they were intended. Let me tell you a real story: Many and […]
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January 6, 2025
woodpecker on a tree, beautiful red headed.
Published by Yahima Suarez, PA on January 6, 2025
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National Bird Day: Planning for the Future of Your Feathered Friends

National Bird Day: Planning for the Future of Your Feathered Friends On January 5, we celebrate National Bird Day—a day to recognize the beauty of our avian companions and raise awareness about conservation efforts for wild birds.While many of us proudly own Pet Birds, I find this day to be […]
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December 31, 2024
family celebrating the holidays and new year
Published by Yahima Suarez, PA on December 31, 2024
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Happy New Year 2025

As 2025 comes, and new and exciting goals are achieved, we want to wish you the best of years with health, abundance and love. Our number one goal this year is to bring each of you the right information about estate planning and to bring peace of mind to as […]
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November 19, 2024
Published by Yahima Suarez, PA on November 19, 2024
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New Husband, New Heir

Very Valid Question from a concerned son:Yahima, don’t get me wrong. I am very happy with my mother’s newfound love. I like this guy, and he is making her happy. I do have a concern because my mom and dad worked very hard to build what they built, and I […]
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June 20, 2024
Children falling asleep in bed while babysitter or mom reads them a story.
Published by Yahima Suarez, PA on June 20, 2024
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Mistake #7: Not Having Instructions for the Babysitter

Mistakes made by parents when naming guardians for their children. Leaving instructions for a baby sitter can be a crucial step in your estate plan to protect your children.
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