estateplanning

elder law estate planning

Estate Planner’s Role in Working with Elderly Clients and Their Children

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 […]

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Contesting a Will in Florida

Understanding the Reasons to Contest a Will in Florida

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

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New to Florida? Why Estate Planning Should Be A Top Priority

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

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Can an LLC Operating Agreement Avoid Florida Probate?

A properly drafted LLC may very likely avoid Florida probate.  Many individuals use the limited liability company (“LLC’) to own rental property in Florida for asset protection and to limit personal liability.  It is the favored entity for closely-held businesses and family investments. Many families see the LLC as a substitute to the irrevocable trust or

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Avoid Florida Probate for your Family

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

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