When You Have a Trust, Do You Still Need Probate? Many people create trusts to avoid probate and ensure a smooth transfer of assets after death. However, what many trustees don’t realize is that just because assets are in a trust doesn’t mean you can immediately distribute them without risk. Florida law allows creditors to […]
Do You Need Probate If You Have a Trust? Read More »
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 »
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 »
Navigating probate procedures, especially for those with ties to Camp Lejeune, can be complex. That’s where we come in.
Navigating Probate: Camp Lejeune Veterans and Beyond Read More »
How to dispose of your assets in Florida through a Last Will.
How to Create a Simple Will Read More »
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
Can an LLC Operating Agreement Avoid Florida Probate? Read More »
This past year has really tested the waters for most of the world, and one thing we should have learned is that no matter how health your loved ones are, it is probably a good idea to think about appointing a power of attorney (“POA”).
What Do I Do if it’s Too Late to Appoint a Power of Attorney? Read More »
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
Avoid Florida Probate for your Family Read More »
When big changes happen, you may need to revise your last will and testament or other estate planning document. But how do you make sure those changes are legal and effective? The Law Office of Lori Vella can help.
Change Last Will in Florida Read More »
