Tag Archives: probate issues
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 »
What does a Florida court consider probate assets?
The process of carrying on with one’s life after the loss of a beloved family member can be traumatic for many Lee County, Florida, residents. Once the funeral and burial services are finished, this is usually followed by the process of gathering the deceased’s possessions and determining what to do with them. Items of… Read More »
Fort Myers residents, self-dealing and estate administration
A recent revenue ruling issued by the Internal Revenue Service (IRS) has caught the attention of many estate planners in the Fort Myers’ area. The ruling concerned an individual who had sold an interest in his company to a trust for a note. Under his will, the man then conveyed the note to several… Read More »
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 »