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Recent Blog Posts

How can a person revoke a will in Florida?

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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 »

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Estate planning for same-sex couples presents unique issues

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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 »

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Don’t fall prey to these estate planning mistakes

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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 »

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A standalone will plus a testamentary trust can simplify probate

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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 »

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Things to consider when creating your first estate plan

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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 »

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Even those without children should consider estate planning

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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 »

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There are many reasons to review and change your estate plan

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When you create an estate plan, you hope that every decision you make will remain relevant for the rest of your life. Unfortunately, there are times when you need to review and change your estate plan. Although this may disappoint you, it’s good to know that the changes you make will give you peace… Read More »

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There’s no time like the present to get that estate plan in order

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Memorial Day kicked off the unofficial start of summer, but what is more important is to remember America’s soldiers who were killed in the line of duty. Of course, not everyone has to be a service member to have an unexpected death. That is why it is important for people in Florida to be… Read More »

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Estate planning tips during your 40s

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When you reach your 40s, your life begins to change in many ways. Your children are getting older, your career is in full swing, and you may be thinking about retirement. During these 10 years, you also need to focus on your estate plan. Do you have an estate plan in place? Do you… Read More »

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Trust, prenup at issue following Alan Thicke’s death

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Florida residents may be interested to hear that a war may be brewing between the children of late actor Alan Thicke and his widow. In 1988, Thicke drafted a living trust. Later, when he married his now widow he entered into a prenuptial agreement with her in September 2004. The couple wed in May… Read More »

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