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Tax season is not just a time to review income, deductions, and account balances. It is also one of the best times to review your estate planning documents. When you are already gathering financial records and looking closely at your assets, it makes sense to make sure your will, trust, power of attorney, and health care documents still reflect your current wishes and circumstances. For many Florida families, estate planning gets pushed aside until there is a major life even

Okay, so your friend calls you and says, "Hey, my mom just named me as her personal representative AND her agent under her power of attorney — what does that even mean? Are those the same thing?" Short answer: No. Not even close. And knowing the difference could save your family a lot of confusion, conflict, and heartache down the road. Let's break it down in plain terms. First Things First: Two Different Jobs, Two Different Moments in Time Here is the simplest way to think

David A. Yergey III, known as "D3", is a fourth-generation partner at Yergey & Yergey P.A. He holds an LL.M. in Taxation and is a Florida Supreme Court Certified Mediator.