Category Archives: Estate Planning (Wills, Trusts, Deeds, Business Succession)
What Role Does A Personal Representative Play In Probate?
Generally, the point of creating a last will and testament, and of estate planning in general, is to ensure that your wishes are carried out after your death and that your estate and loved ones are cared for in accordance with the guidelines that you have established. Of course, you are not around to… Read More »
Undue Influence FAQs
You may have heard the term undue influence before, or you may not have, but chances are, if you are reading this, you are all too familiar with the concept of someone manipulating or coercing a vulnerable individual into making decisions that they otherwise would not have. This is the concept that undue influence… Read More »
Estate Planning Resolutions For The New Year
The potential for your estate plan to change exists as long as you do. While it is a huge step to establish an estate plan that meets your immediate needs, it’s important to remember that your needs evolve over the course of your lifetime. You may need to update your estate plan to reflect… Read More »
Does Florida Have An Inheritance Tax?
A critical part of estate planning that is often overlooked is taxes. Many people spend much of life resenting taxes, unfortunately, however, they cannot be neglected in the afterlife either. With the proper planning though, you will have no problem making all necessary preparations so that you can have the peace of mind that… Read More »
What Happens If I Die Without A Will?
If you are asking this question, you’re likely a bit of a procrastinator, or maybe you just aren’t in a rush to face your own mortality. Unfortunately, life has a way of catching up to you. You can’t change the final outcome, but you can choose whether to have a plan for it, and… Read More »
Where Should I Keep My Will?
You’ve done the hard part; you’ve created an estate plan! You have a valid will, created with the help of an attorney, which lays out in explicit detail how your estate is to be distributed upon your death. Congratulations! What’s next? Well, finding a safe place to put it! The most perfect, valid, and… Read More »
How Do I Change My Will?
Unfortunately, when it comes to changing a will, it’s not as easy as striking through a line and initialing next to it. In fact, doing so may invalidate the entire document. However, it is possible–and usually necessary–to change your will multiple times after it’s created. Generally, it’s recommended that you review and revise your… Read More »
Preparing For Long-Term Care
Florida is one of the most popular retirement destinations in the nation, and people move from all over the country to retire here. However, while the weather and accessibility are wonderful, the cost of nursing homes and assisted living care for retirees is far higher in Florida than it is in neighboring states and… Read More »
Estate Planning? Don’t Forget About Your Digital Assets
Usually when we think about estate planning, we focus on our tangible and financial assets. We think about houses, boats, checking accounts, and maybe even retirement funds, but chances are we don’t think too much about our logins and passwords. Consideration of digital assets also serves as a reminder that estate planning is far… Read More »
Can I Help My Mother Write Her Will?
It can be incredibly difficult to watch your parents getting older, and it can be nerve wracking when you are watching them suffer increasing health issues knowing that they have no plans in place for their estate or long-term care. Admittedly, your parents’ finances are probably the last thing that you want to be… Read More »
