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 »
Learn how to protect your inheritance from becoming marital property and ensure financial security through estate planning and marital agreements. Expert tips inside!
Protecting Your Inheritance: How to Prevent Transmutation and Ensure Financial Security 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
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 »
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 »
If you have young kids, a cookie-cutter estate plan won’t work. Do Florida parents need revocable trusts? Parents of young kids need estate plans as unique as their own children.
Do Florida Parents Need Revocable Trusts? Read More »
Did you know that this week is National Estate Planning Awareness Week? In our line of business, we often hear confusion over the term “estate planning,” and the belief that it is only for those with grand, luxurious estates. That could not be further from the truth! Don’t get me wrong, estate planning does greatly assist wealthy individuals to save taxes by employing creative ideas, but it is useful for anyone over the age of 18. That’s right, anyone!
Wondering What “Estate Planning” Is? 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 »
