Author Archives: Site Administrator
Some signs that you may need to contest an executor in court
Handling someone’s estate is a difficult and often thankless job. The executor typically doesn’t get paid, beyond what inheritance was already granted in the will, and he or she will need to deal with a lot of stressors. Most people rise to the occasion and do their best to follow the last wishes of… Read More »
5 things to avoid when creating your estate plan
Everyone needs an estate plan, even people who don’t have a lot of assets. This is because the estate plan does much more than just naming who is going to get what assets. You can also set provisions for who will care for children and pets, as well as who is going to make… Read More »
How a living will can help your family
There are a lot of items that people in Florida need to be taken into consideration when working on their estate plan, which can include a will or a trust. By creating a trust, one may be able to avoid probate, which in the end can save your loved ones time and money. Moreover,… Read More »
Do you need a living will? Maybe
Planning for the future is something we have been doing since we were children. You planned to go to college, major in finance, eventually buy a house in Fort Meyers and a start a family. You even started planning for your (hopefully) early retirement. It is common for us to plan for the positive… Read More »
How can a person revoke a will in Florida?
Sometimes, a person in Florida who has executed a valid will decides one day that he or she wants to revoke it. Perhaps, a new grandchild was born that he or she wants included in the will, he or she either gained or lost a significant asset or there was a family fallout. In… Read More »
Estate planning for same-sex couples presents unique issues
Despite the fact that the rights of same-sex couples have come a long way in recent years, same-sex couples in Florida and across the nation face issues in their daily lives that opposite-sex couples do not. For example, estate planning is important for all adults in our nation, but it presents complexities for same-sex… Read More »
Don’t fall prey to these estate planning mistakes
There are a variety of estate planning mistakes that can get in your way. If you let one or more of these creep into your life, it can cause several problems over the long run. Here are some of the most common estate planning mistakes: — Neglecting to create an estate plan in the… Read More »
A standalone will plus a testamentary trust can simplify probate
Sometimes a person creates a pour-over will that is supposed to place their remaining assets in a revocable trust, they sometimes fail to first fund that trust. However, merely having such a trust can simplify the probate process. This is because the executor of the person’s estate, as the trustee, may be able to… Read More »
Things to consider when creating your first estate plan
It doesn’t matter why you are creating your first estate plan at the present time, it’s important that you know exactly what you are doing every step of the way. If you realize that now is the time to tackle this important task, don’t put it off any longer. Once you have an estate… Read More »
Even those without children should consider estate planning
For many very personal reasons, some people in Ft. Myers do not have any children. However, this doesn’t mean they do not need an estate plan. That being said, estate planning for those with no children can present certain unique complexities. For example, even though they may have no close relatives, they still should… Read More »
