Summertime is known as the perfect, relaxing time. Beaches, camping, family vacations and late nights. But unfortunately, 2020 hit us with the unexpected. This year, as we go back to school, teachers are not writing school supply lists…they are writing their own Wills! It is a terribly anxious time for our Florida teachers and out heart goes out to all of them.
Tampa Teachers Writing Wills as “Back to School” Planning Read More »
While some attorneys do not recommend testamentary trusts, I offer my clients the option to choose between testamentary trusts and revocable trusts based on their family needs. A testamentary trust may fit your family better.
Why a Testamentary Trust may Fit your Family Read More »
The Florida Constitutional Homestead exemption can be viewed as both a privilege and a burden. A privilege as it offers protection, but a burden as it places limits as to what you can do with your property after death.
Florida Homestead—A Privilege and a Burden Read More »
The probate process varies state to state and even county to county, in terms of costs, money and the time it takes from start to finish. Usually, the estate must hire an attorney to assist the Personal Representatives in all of the tasks and necessary paperwork. A simple probate takes a few months. If litigation is involved, it may take several years. The average probate may last a year.
The Probate Process Read More »
Does thinking about “estate planning” sadden you? If so, you are not alone. Each year, countless individuals delay and procrastinate necessary planning. This planning may save money, tax payments and worrying.
Overcome the “Sadness” of Estate Planning with “Peace of Mind” 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 »
If you like working off a checklist, use this as a step-by-step guide to your personal estate planning.
Your Estate Planning Checklist Read More »
You are already stressed, anxious and worried, so I hesitate to add “legal drama” to your concerns. So, instead of adding fuel to the fire, I will give you some easy things to do right now to safeguard your kids, give you peace of mind, and fill your time with productive work.
Parents’ Legal Guide to Emergency Situations Read More »
In the next couple of weeks, we are excited to begin beta-testing our new Virtual Will Camp. This is a modern, virtual way to obtain estate planning documents quickly, easily, “at a distance” and accurately. Yes, we are doing this to respond to the new practice of “social distancing,” but, to be honest, this has
Virtual Will Camp-Why You Should Get in on the Beta Test Read More »
Estate Planning must modernize and change with the new coronavirus
Estate Planning Must Change to Respond to COVID-19 Concerns Read More »
