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Author Archives: Site Administrator

Follow these estate planning tips in your 30s

By Site Administrator |

Are you in your 30s? If so, it’s safe to say that your life is changing in many ways. Maybe you are settling into your career. And maybe you are bringing your first child into the world. While you have a lot going on, it’s important for you to turn your attention to estate… Read More »

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What are the basics of guardianship law in Florida?

By Site Administrator |

There are circumstances in which Florida residents become incapacitated in some way and are, therefore, unable to make decisions regarding their healthcare or finances. When this occurs, a guardian may need to be appointed by a court. So, what are the basics of guardianship law in Florida? Well, for starters, it is important to… Read More »

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Checking off each step in the estate planning process

By Site Administrator |

For most Florida residents, the first part of estate planning is to “demystify” the process. After all, most people aren’t familiar with the various aspects of estate planning that can have a significant impact on your assets. A recent article came up with a “checklist” to help Americans understand what needs to occur on… Read More »

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Planning is key to helping prevent heirs contesting your will

By Site Administrator |

When you plan your estate, you want to make sure that certain items go to particular people you love or even charities you support. The whole reason people invest in creating an estate plan or last will is to ensure that their wishes will get carried out after their passing. Unfortunately, your heirs may… Read More »

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The benefits of a properly executed will in estate planning

By Site Administrator |

Many Florida residents are relieved when they finally take the time to have an estate plan drafted, protecting their assets, designating guardians for minor children and including other important instructions in a will. However, taking the time to complete these types isn’t enough — it has to be done right. The sad reality is… Read More »

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Plan for your special needs child after your death

By Site Administrator |

Raising a special needs child is a challenge for many reasons. Not only do you have to deal with the day-to-day challenges, you also have to think about your child’s future. The future of a special needs child isn’t certain. The planning can really take its toll on you. One thing that you need… Read More »

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What are the biggest myths about estate planning?

By Site Administrator |

Many Florida residents are probably under the impression that estate planning is difficult. In some cases, they are right. But, there are quite a few misconceptions about estate planning. So, what are the biggest myths about estate planning that our readers should know about? For starters, probably the biggest myth is that the only… Read More »

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Understand the complexities of trust administration in Florida

By Site Administrator |

In terms of estate planning documents, trusts are the most likely ones to cause confusion for Florida residents. This is completely understandable, as there are a multitude of options when it comes to establishing trusts, delineating the terms of a trust and administering a trust. Most people know what a will is and what… Read More »

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Things to focus on when creating your first estate plan

By Site Administrator |

Regardless of your age, when it comes time to create your first estate plan you will be dealing with many emotions. On one side of things, you’ll be glad that you are taking all the right steps toward putting this in the past once and for all. Conversely, it’s only natural to have questions… Read More »

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How “undue influence” can lead to probate litigation

By Site Administrator |

It can be difficult enough to see a loved one pass away without having to worry about the details of that person’s will and how the estate will be distributed to heirs and beneficiaries. Unfortunately, sometimes when the terms of a person’s will become known to those who thought they might have a share… Read More »

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