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Author Archives: Site Administrator

There are several reasons to update your estate plan

By Site Administrator |

Once you create an estate plan, you’ll feel like the weight of the world has been lifted from your shoulders. It’s not always easy to make your way through this process, so you should be proud of yourself. While you hope that your estate plan can remain the same for many years into the… Read More »

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Don’t let potential tax reform stop you from estate planning

By Site Administrator |

Many of our readers in Florida are probably seeing a lot of reports about the potential for federal tax reform. In Florida, with no state income tax, any change to the federal tax code is a pretty big deal. The potential for changes may even have many people taking a “wait-and-see” approach when it… Read More »

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Are you creating your first will? Answer these questions

By Site Administrator |

The process of creating a will can be every bit as stressful as it sounds. While there may be some roadblocks standing in your way, here’s something to remember: There is no challenge too big that it should stop you from moving forward in a timely manner. When creating your first will, here are… Read More »

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Know your options when it comes to probate litigation

By Site Administrator |

When Florida residents approach estate planning, usually one of the main goals is to, hopefully, avoid any type of probate litigation at the time of the testator’s death. Unfortunately, not all estate plans play out quite that smoothly. Many different types of issues can lead to probate litigation in Florida. For instance, any kind… Read More »

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Why your living will and power of attorney matter

By Site Administrator |

Imagine getting hit by a car. You have a young family, so you take their advice and head to the emergency room. There, you passed out and woke up several hours later unable to speak or move. Injuries you weren’t aware of resulted in brain damage. You can’t talk to anyone, and it’s hard… Read More »

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Some basics about probate court in Florida

By Site Administrator |

Most Florida residents probably have a grasp on some of the more common aspects of estate planning. They know that a will is a document that will designate the distribution of assets to family members and friends upon the drafter’s death. They also probably know that, if they die without a will, the procedures… Read More »

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Should women approach estate planning differently than men?

By Site Administrator |

Married couples often approach the estate planning process together. After all, most married couples jointly own many different assets, such as homes and automobiles, so they have an interest in making sure that their estate plans match up. For most couples, the primary beneficiary of the estate is the other spouse. But, should women… Read More »

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These estate planning mistakes can hold you back

By Site Administrator |

When it comes to estate planning, there is no room for error. You need to do everything the right way at the right time. If you make any mistake, it could cause harm to you and/or your family at some point in the future. There are many estate planning mistakes that could get in… Read More »

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What happens when there’s a claim against my home’s title?

By Site Administrator |

When you buy a home and go through closing, there’s a sense of finality to the signing of all those documents. Once you’ve signed multiple copies of every form, initialed a bunch of pages and handed over the certified funds or wire receipt for your down payment, you own the home. The agent or… Read More »

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Get the right information about trusts and estate plans

By Site Administrator |

If there is one part of estate planning that many people have questions about, it is trusts and trust administration. While most people know the basics of wills and power of attorney documents, trusts can be a bit more complicated. Being appointed as a trustee can be a bit intimidating, simply because of all… Read More »

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