August is National Make-a-Will Month, making it a good time to talk about one of the most familiar, and often misunderstood, parts of Estate Planning: the Will. Most people know they probably should have a Will. But many aren’t exactly sure what a Will does, what it doesn’t do, when it needs to be updated, […]
Wills in Florida: What You Need to Know During National Make-a-Will Month Read More »
Will vs. Revocable Trust: Which Is Right for You? When planning your estate, one of the most common questions people ask is: Should I have a will or a revocable living trust? Both are powerful tools for protecting your assets and ensuring your loved ones are cared for after your passing — but they serve
Will vs. Revocable Trust: Which Is Right for You? 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 »
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 words “probate” or “court”, independent of each other, commonly cause anxiety and sometimes, even fear. Those emotions are heightened when you or a loved one is faced with having to go through the probate process after having suffered the loss of someone near and dear. In the event you or a loved one is
Florida Probate: Dealing with a death is tough enough without having to navigate a complicated probate. Learn more about the Florida probate process today.
Florida Probate: Understanding the Process After a Loved One’s Death Read More »
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 »
What is a power of attorney? A power of attorney, usually abbreviated as “POA,” is a personal agent appointed by a principal to assist with the day-to-day financial affairs due to incapacity, inconvenience, or other reasons. In many cases, the agent acts alone on behalf of the principal when they are unable to do so.
What is a POA and are they important? Read More »
How to dispose of your assets in Florida through a Last Will.
How to Create a Simple Will Read More »
The step-up in basis reduces the capital gains tax on inherited assets. It is an effective way to preserve an inheritance and save money.
A Step-Up In Basis to Reduce Capital Gains Read More »
