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Tag Archives: Fort Myers Estate Planning Lawyer

EstPlan4

Miami-Dade Senator Proposes Informal Process for Inheriting Bank Accounts Under $10,000

By Rusty |

Florida law currently provides a number of ways to help you distribute your assets upon death without the need for formal probate. For example, you can open a joint checking account with your spouse or child, which ensures that the surviving account holder automatically inherits all of the funds (unless you provide otherwise). Alternatively,… Read More »

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EstatePlanning2

Who Is Considered a “Spouse” Under Florida Inheritance Laws?

By Rusty |

Dying without a will is never a good idea, as Florida law will dictate the disposition of your probate estate. While this may initially sound like an easier way of settling your affairs, there are many potential legal disputes that may arise in an intestate estate. Having a will allows you to state definitively… Read More »

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Document

How Ancillary Probate Affects Your Florida Property

By Rusty |

Many people use Florida as a second home–perhaps maintaining a vacation property in the Fort Myers area–while continuing to reside full-time in another state. So how do you dispose of your vacation home under Florida law? Is your out-of-state will valid here? Do you need to create a separate will? Are there special rules… Read More »

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ElderLaw2

Preventing Elder Abuse in Florida Guardianships

By Rusty |

Elder abuse is an all-too-common problem in Florida. The state’s most vulnerable residents are frequently the victims of unscrupulous strangers, caregivers, and even family members who take advantage of the person’s declining mental and physical condition. In theory, Florida law protects these individuals through the appointment of a guardian–either a close relative or a… Read More »

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EstPlan5

How Do Virtual Currencies Fit Into Your Estate Plan?

By Rusty |

Estate planning is more than just writing up a will. It is important to take account of what assets you own and ensure the personal representative and beneficiaries named in your will be able to access and enjoy those assets after you die. This is not difficult when it comes to most types of… Read More »

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