Recent Blog Posts
Smooth estate administration planning requires pro-activity
This blog regularly discusses issues with estate planning. From wills to trusts, there are countless ways for local Fort Myers and Lee County residents to control their final wishes. In practice, though, these plans can be undone by poor administration. As a result, any comprehensive estate plan must make provisions for a smooth estate… Read More »
Florida residents can take a few steps to enact an estate plan
Estate planning is often viewed as a myriad of confusing forms, trusts, regulations and difficult decisions. In reality, most estate planning can be done with a few, mostly painless, steps. By knocking out some of the more fundamental exposure areas, local Lee County residents can set up a plan that surpasses that of many… Read More »
Should Fort Myers residents opt for a will or a trust?
Local residents want to know whether they should have a trust carry out their wishes after they are gone. They then want to know whether this step could do away with their wills. Despite the common nature of such questions, many Lee County residents are still wondering which direction is best for them. The… Read More »
Importance of estate planning highlighted in veteran’s dilemma
Some people are questioning what happened after a distinguished World War II veteran was removed from his home and placed in a nursing home by a court-appointed conservator. According to reports, the 96-year-old man was unnecessarily forced to move out of his home which has since drained his life-savings in nursing home expenses. Friends… Read More »
Trust Administration Experts Available in Fort Myers
By now, most individuals are familiar with the general concept of a trust. Rather than just gifting a large sum of assets to beneficiaries, many individuals choose to direct those funds in a controlled way. The most common example is grandparents who provide for their grandchildren’s education before granting them a larger lump sum… Read More »
New study highlights Floridians motivations for estate planning
Estate planning is extremely important for Floridians. A new study from industry leaders has honed in on the top three reasons people engage in estate planning. The number one reason surveyed was the desire to avoid probate. The next two reasons cited for an individual’s decision to undertake estate planning were to prevent discord… Read More »
Does Court’s inaction on gay marriage effect estate planning?
As the gay marriage issues grabs more headlines many local Florida residents wonder what the practical consequences of the changing laws are and whether they will be affected. One of the biggest effects for states that recognize gay marriage will come in the form of changes to the application of probate laws. Currently, every… Read More »
Fort Myers trustees and trust administration
Trusts are becoming more and more common in the estate planning process. From revocable living trusts, which exist during a trustor’s lifetime, to a testamentary trust created by someone’s last will, trusts can and do arise in a multitude of situations. In their simplest form, trusts are nothing more than an entity, which controls… Read More »
Strange probate litigation ends up in Florida appellate court
Everyone know that courts are in place to resolve disputes. Given the costs, administrative headaches and public nature of those courts, however, most disputes brought before them are high dollar matters. Nevertheless, probate litigation is still an area where less financially charged conflicts are being fought. For instance, a Florida appellate court recently heard… Read More »
Florida probate laws lay Groundwork for efficient administration
Like most states, Florida has a lot of laws. These laws are codified and made available to the public. While many of them may not interest the average Floridian, the probate laws may be interesting to those tasked with administering an estate. These statutes set forth such things as will formalities, intestate succession and… Read More »
