#carrollwoodattorney

Probate

First Steps to Opening a Florida Probate

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 »

Power of Attorney

What is a POA and are they important?

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 »

picture of balloons saying "21"

21 Reasons 2021 is the Year of the Estate Plan

If you’ve delayed getting your estate planning documents together, this year, 2021, is the year to get it done. Think about it. You are stuck in this pandemic which took away your control over so many things. You cannot travel and visit with others as you wish. This entire time can be viewed as a complete time waster, if we do not act to create something of value. How about using 2021 to create the joy of accomplishment?

21 Reasons 2021 is the Year of the Estate Plan Read More »

picture of person running

What could possibly go wrong if I do not make plans?

This is National Estate Planning Awareness Week. As an estate planning attorney, it’s my job every day to educate my community about issues they may face in the future with respect to their assets, family, debt and more, if they do not get their plan in writing.

The very best way to learn anything is to learn examples, especially about what could go wrong. So this week, let’s go over some contingencies to highlight why you should start thinking about your own plan.

What could possibly go wrong if I do not make plans? Read More »

Tampa-teachers-writing-wills

Tampa Teachers Writing Wills as “Back to School” Planning

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 »

probate works

The Probate Process

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 »

Free Healthcare Surrogate for Florida’s Essential Workers

As a small token of gratitude, I am providing all essential workers and teachers with a Florida healthcare surrogate, at no cost to them. A healthcare surrogate allows your trusted friends and family to make medical decisions for you, if you are not able to make them for yourself.

Free Healthcare Surrogate for Florida’s Essential Workers Read More »