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Category Archives: Wills Trusts

Wills

Is a Will Written on a McDonald’s Napkin Valid?

By Rusty |

Have you ever jotted down a note on a bar napkin? Even in the age of smartphones, it is still not uncommon for people to make a short grocery list or write down a phone number on whatever piece of paper is handy. But would you ever make your will on a napkin? And… Read More »

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EstPlan13

Why Do I Need a Contingent Beneficiary for My Will or Trust?

By Rusty |

Anytime you make a will or trust, it is a good idea to name one or more “contingent beneficiaries.” What do we mean by this? Let’s say you are making a simple will. You decide to leave your entire estate to your only daughter. But what happens if she somehow dies before you do?… Read More »

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WillDocument

What Happens If My Will is Lost or Misplaced?

By Rusty |

Although most of our important documents are now digital, wills remain surprisingly “analog.” What we mean by this is that after a person dies, a Florida court typically needs to see an original, signed copy of a will that has been witnessed by at least two other people. A digital or photocopy is generally… Read More »

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Trusts

What Are Totten Trusts?

By Rusty |

Trusts are often confusing to people who are thinking about making an estate plan. One reason is that there are many different types of trusts. And something may even be called a “trust” even though it does not involve a great deal of formal paperwork to establish. Using Payable-on-Death Accounts to Bypass Probate For… Read More »

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WillDocument

Does a Florida Will Need to Be Notarized?

By Rusty |

Like most states, Florida law requires a valid last will and testament to be signed in the presence of at least two witnesses, each of whom must also sign the will. The witnesses are usually disinterested parties–i.e., not individuals who stand to inherit under the will–and they do not necessarily need to know the… Read More »

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