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 »
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 »
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 »
Does thinking about “estate planning” sadden you? If so, you are not alone. Each year, countless individuals delay and procrastinate necessary planning. This planning may save money, tax payments and worrying.
Overcome the “Sadness” of Estate Planning with “Peace of Mind” Read More »
Almost everyone knows it is important to receive these documents but many don’t do that. And we wondered why. Why do people avoid getting necessary documents? So we did our own informal survey and discovered the people are just overwhelmed with a seemingly large vats of documents they need to give to an estate planning attorney in order to get their own plans in order.
Need a Will or Trust? Ducks in a Row! Read More »
