Recent Blog Posts
How can estate planning can address both life and death wishes?
Some people in Ft. Myers may have created a will, and then considered their estate plan is complete. Others may be so intimidated by the thought of estate planning that they haven’t started at all. However, a well-rounded estate plan encompasses more than just a will. It encompasses all the documents a person needs… Read More »
Add a health care power of attorney to your estate plan
As you create an estate plan, it’s easy to turn all your attention to your assets and debts. For example, you’re primarily concerned with ” who gets what” when you pass away. While there is no denying the importance of creating a will or trust, there are other estate planning documents that are every… Read More »
Estate planning for the care of your furry friends
Whether one owns a dog, a cat or any other furry companion, pets provide unconditional love in our lives. Floridians who have gone through the estate planning process may have given very careful and thorough thought to their family members’ needs after they pass away. However, Floridians should not neglect to address their pet’s… Read More »
Is a special needs trust right for your loved one?
Estate planning can be a complicated thing, especially when you want to provide for an individual with special needs. Our country’s tax laws and government assistance programs often work against each other if careful plans are not made in advance. Leaving assets to someone with special needs can create a bit of a paradox… Read More »
Can a person in Florida disinherit their spouse or child?
Family dynamics can be complicated, especially if a person in Florida tries to disinherit a relative. The reason for the disinheritance aside, it is important to know that there are some laws that override a person’s will. This may be the case for a decedent’s surviving spouse and children. If the decedent is survived… Read More »
My dad’s estate is going into probate: What should I expect?
If your parent recently died in Florida, the estate will likely need to go through the probate process. In the vast majority of probate cases, the process will be uncontested. However, if there is a disgruntled family member, a contestation is possible. In this case, you may need to take legal action to protect… Read More »
Estate planning can let one be prepared for the inevitable
As the old saying goes, “Nothing is certain but death and taxes.” While many people in Ft. Myers are currently facing the taxes portion of that adage head-on during this time of the year, many others are reluctant to plan for the other portion of the saying, death. Yet death will one day come… Read More »
Knowing when it’s time to update your estate plan
If you have already taken the time to create an estate plan, you have done the right thing. You are protecting your family, your loved ones and yourself in the event of an accident or sudden illness. Far too many people put off estate planning until their mortality is unavoidable. By creating an estate… Read More »
An attorney can help in trust administration
When it comes to estate plans, a trust is one of the most common and important facets. They are specifically created to be given to beneficiaries, and the assets within a trust will become available to them when the person who created it, the trustor, has passed away or when the beneficiaries reach a… Read More »
Florida protects the right of heirs to contest a will
Florida is a popular destination for retirement. As a result, Florida has more in-depth and complex probate and estate laws than some other states. For example, it has become popular in recent years for those who are creating an estate plan and last will to include a clause that specifically states that anyone who… Read More »
