Recent Blog Posts
The benefits of a properly executed will in estate planning
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 »
Plan for your special needs child after your death
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 »
What are the biggest myths about estate planning?
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 »
Understand the complexities of trust administration in Florida
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 »
Things to focus on when creating your first estate plan
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 »
How “undue influence” can lead to probate litigation
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 »
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 »
