If you are interested in opening a Florida probate, your Florida attorney will follow these initial steps to open the estate. Deposit Original Will If the decedent (the person that passed away) had a Will, the person that possesses the original Last Will either sends it to the attorney, or files it with the county […]
First Steps to Opening a Florida Probate Read More »
Avoiding probate comes in many forms. One of those is by ensuring you create payable-on-death accounts with your financial institutions.
The Importance of Making Your Accounts Payable-On-Death Read More »
The Florida Probate process is so famous for its delays, costs and aggravation that most people try to avoid it, if possible. Some people, however, are known for saying something along the lines of, “It won’t matter, I will be dead.” (insert canned laughter). While it is true that your probate would occur after your
Avoid Florida Probate for your Family Read More »
Almost everyone knows it is important to receive these documents but many don’t do that. And we wondered why. Why do people avoid getting necessary documents? So we did our own informal survey and discovered the people are just overwhelmed with a seemingly large vats of documents they need to give to an estate planning attorney in order to get their own plans in order.
Need a Will or Trust? Ducks in a Row! Read More »
Defined contribution retirement accounts provide an enormous incentive for accumulation of funds tax-deferred. This tax referral must stop at some point, however as the government wants to start collecting its tax revenue. That is where the RMD comes in.
What are Required Mandatory Distributions (RMDs)? Read More »
You may create the best Estate Plan for your family, but if you do not have property beneficiary designations for your accounts, all of your good attentions will be thwarted.
Making Appropriate Beneficiary Designations Read More »
