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Latest Blogs

Sep 9, 2024

Who Are the Most Important Stakeholders in Your Estate?

It’s essential to understand who the most important stakeholders in your estate are. These individuals or entities will play a role in the management and distribution of your estate.

Who Are the Most Important Stakeholders in Your Estate?

Sep 6, 2024

What Are the Things I’m Not Allowed To Include In My Florida Estate Plan?

When planning your estate in Florida, it's essential to know not just what you can include, but also what you cannot. While an estate plan lets you dictate the future of your assets, certain legal restrictions could affect your final wishes.

What Are the Things I’m Not Allowed To Include In My Florida Estate Plan?

Sep 4, 2024

Special Needs Trust or Supplemental Needs Trust: What's the Difference?

When planning for the future of a loved one with disabilities, there are two options you could prepare without jeopardizing their eligibility for government benefits. The two common options are Special Needs Trusts (SNT) and Supplemental Needs Trusts (SuNT). Though they may sound similar, they serve distinct purposes.

Special Needs Trust or Supplemental Needs Trust: What's the Difference?

Aug 30, 2024

What is the Difference Between Guardianship and Conservatorship in Florida?

When it comes to managing the affairs of someone who is unable to do so themselves, two legal tools often come into play: guardianship and conservatorship. While both serve to protect vulnerable individuals, they have distinct differences in Florida.

What is the Difference Between Guardianship and Conservatorship in Florida?

Aug 28, 2024

Dying Without a Will and Heirs in Florida: Where Do Your Assets Go?

What happens if you die without a will and have no heirs? In Florida, this situation is addressed through a process called intestate succession, and the outcome may surprise you.

Dying Without a Will and Heirs in Florida: Where Do Your Assets Go?

Aug 26, 2024

Is It a Problem to Appoint a Personal Representative Outside Florida?

What happens if the person you want to appoint as your Personal Representative lives outside of Florida? Is that a problem?

Is It a Problem to Appoint a Personal Representative Outside Florida?

Aug 23, 2024

What is the Difference Between a Personal Representative and a Power of Attorney?

When it comes to managing legal and financial matters, two terms often come up: Personal Representative and Power of Attorney. While they may seem similar, they serve very different roles.

What is the Difference Between a Personal Representative and a Power of Attorney?

Aug 21, 2024

When Mental Incompetence Affect Estate Planning: A Guide to Legal Protection

If you have concerns about an elderly relative’s mental capacity, it may be necessary to have them declared mentally incompetent to protect their estate.

When Mental Incompetence Affect Estate Planning: A Guide to Legal Protection

Aug 19, 2024

How Do I Start the Inventory of My Assets?

How do I start the inventory of my assets? Here's a simple guide to help you get started.

How Do I Start the Inventory of My Assets?

Aug 16, 2024

How Do I Fulfill My Duties as a Personal Representative in Florida?

Being named a personal representative (also known as an executor) of an estate in Florida is an important responsibility. Here’s a guide to help you fulfill your duties effectively.

How Do I Fulfill My Duties as a Personal Representative in Florida?

Aug 14, 2024

Checklist for an Administrator of an Estate

If you’ve been named as an administrator, you have responsibilities and must follow a clear plan to make sure everything is handled properly.

Checklist for an Administrator of an Estate

Aug 12, 2024

How to Prove Undue Influence in a Will Dispute

Undue influence involves using pressure, manipulation, or coercion to get someone to make decisions against their true wishes. In the context of wills, this means influencing the testator (the person making the will) to change the terms in favor of the influencer.

How to Prove Undue Influence in a Will Dispute

Aug 9, 2024

What Should You Know About Generation-Skipping Trusts in Florida?

A generation-skipping trust is a legal arrangement where your assets are passed directly to your grandchildren or even later generations, skipping your children.

What Should You Know About Generation-Skipping Trusts in Florida?

Aug 7, 2024

Can You Disinherit Someone in Your Will?

While it is generally possible to disinherit someone, there are important legal considerations to keep in mind.

Can You Disinherit Someone in Your Will?

Aug 5, 2024

How is a Person Determined to be Incapacitated?

Determining whether a person is incapacitated is a critical aspect of estate planning and legal guardianship. Here's a simplified overview of how incapacity is determined and what it means for you and your loved ones.

How is a Person Determined to be Incapacitated?

Aug 2, 2024

How Much Does a Probate Cost in Florida?

Probate can be a complex and often costly process, and it's important to know what expenses to anticipate. Below, we break down the typical costs involved in Florida probate.

How Much Does a Probate Cost in Florida?

Jul 31, 2024

How Can a Lawyer Assist in Creating a Will?

Here’s a guide to understanding the basics of will preparation and how a lawyer can assist in creating a comprehensive and legally sound will.

How Can a Lawyer Assist in Creating a Will?

Jul 29, 2024

How Estate Planning Can Help Prevent Elder Abuse

Elder abuse can happen to anyone and often involves someone the elderly person trusts, such as a family member, caregiver, or financial advisor. Elder abuse is a serious issue that can take many forms, including physical, emotional, financial, and neglect.

How Estate Planning Can Help Prevent Elder Abuse

Jul 26, 2024

Can a POA Be Revoked?

Revoking a Power of Attorney (POA) is a straightforward process. Here’s how to do it:

Can a POA Be Revoked?

Jul 24, 2024

The Importance of a Power of Attorney

Here’s why having a POA is important.

The Importance of a Power of Attorney
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