As Florida residents, we are no strangers to hurricanes, with two significant storms recently impacting the state and causing widespread damage. While we take precautions to safeguard our homes and loved ones during these events, we often overlook the importance of planning for the legal and financial consequences of such natural disasters. In the Tampa […]
When estate planners work with elderly clients, the dynamic often involves not just the client but also their adult children. Managing these relationships requires a delicate balance to ensure that the client’s wishes are respected while also addressing the concerns of their children. This blog explores the estate planner’s role in navigating this complex dynamic
Estate Planner’s Role in Working with Elderly Clients and Their Children Read More »
When a loved one passes away, the contents of their will often reflect their final wishes regarding the distribution of their assets. However, there are times when those wishes may be contested. In Florida, there are specific legal grounds on which a person can contest a will. Understanding these reasons can help you determine if
Understanding the Reasons to Contest a Will in Florida Read More »
As a Florida estate planning attorney, you may often encounter clients with complex financial and property arrangements. One common question is whether a Lady Bird Deed, also known as an enhanced life estate deed, can be used on a property with a reverse mortgage. The short answer is yes, but there are several important considerations
Intersection of Lady Bird Deeds and Reverse Mortgages in Florida Read More »
The Doctrine of Necessaries is a key legal principle that affects how spouses are responsible for each other’s essential needs, such as medical bills and housing. This doctrine varies significantly between Florida and New York, making it crucial for residents in these states to understand their rights and obligations. Florida’s Doctrine of Necessaries In Florida,
Understanding the Doctrine of Necessaries in Florida and New York Read More »
Who would inherit your assets? How would they get them? While it might not be pleasant to consider, have you ever thought about what would occur if something happened to you suddenly? Who would inherit your belongings? How would the process work? Without an estate plan, disagreements can arise among survivors due to unclear instructions
New to Florida? Why Estate Planning Should Be A Top Priority Read More »
When a loved one passes away, their last will and testament often need to be validated through a legal process known as probate. This process ensures that the deceased’s assets are distributed according to their wishes. In Florida, like many states, having a self-proving affidavit attached to the will can streamline this process significantly. However,
Proving a Will in Florida: The Importance of Witnesses Read More »
The recent headlines about actress Shannen Doherty’s detailed funeral plans, including a list of people she didn’t want to attend, have sparked widespread discussion. While it may seem unusual or even shocking, Doherty’s actions highlight the importance of careful estate planning and making your final wishes known. Why Planning Matters Estate planning isn’t just about
Shannen Doherty’s Final Wishes: A Cautionary Tale About Funeral Planning Read More »
Learn how to protect your inheritance from becoming marital property and ensure financial security through estate planning and marital agreements. Expert tips inside!
Protecting Your Inheritance: How to Prevent Transmutation and Ensure Financial Security Read More »
Understanding Marital Agreements in Florida Prenuptial Agreements These are contracts made before marriage that outline the division of assets and financial responsibilities if the marriage ends in divorce or death. Postnuptial Agreements Similar to prenuptial agreements, these are executed after marriage and serve the same purpose. Both types of agreements can include provisions to protect
Protecting Your Trust with Marital Agreements in Florida Read More »
