8Feb, 2019

A Case Study in Community Property Claims & Probate Creditor Claims

February 8th, 2019|Probate Proceedings|

Probate LawIn 2018, Florida once again retained the title as the state with the highest number of incoming state-to-state migrants, as well as the largest recipient of retirees. A significant portion of those relocating individuals will be married couples who are coming to Florida en route from a community property state or may have resided in a community property state at some point while […]

21Jan, 2019

Estate Planning: Choosing the Right Type of Trust

January 21st, 2019|Estate Planning|

Estate PlanIt is an all-too-common misconception that a trust is a sophisticated legal instrument reserved exclusively for only the wealthy. The reality, however, is that trusts are one of the most commonly used estate planning arrangements with a proven track record for being a highly reliable method of ensuring an individual’s final wishes are implemented correctly.

Regardless of age, amount of assets, or […]

8Jan, 2019

Florida Guardianship Alternatives: Understanding the “Least Restrictive Means” Requirement

January 8th, 2019|Family Law|

Do you have a loved one who has become recently incapacitated? Are you concerned that someone you care about lacks the mental or physical abilities to take care of themselves? While Florida guardianship statutes offer many options to ensure the people important to you are adequately cared for, the judicial system can be complex and intimidating. The experienced attorneys of Beller […]

21Dec, 2018

I Am in My 20s (or 30s). Do I Need an Estate Plan?

December 21st, 2018|Estate Planning|

Estate planning Beneficiaries and BequestsWhen is the “right” time to put together your estate plan? While there is a common perception that preparing an estate plan is something you do when you start to approach the age of retirement, the reality is that there are plenty of important reasons to put a plan in place while you are in your 20s or 30s.

8Dec, 2018

A Family Member Named Me as Their Trustee or Personal Representative. What Do I Need to Know?

December 8th, 2018|Estate Planning|

estate planning documentsIf you have recently lost a loved one, we offer our deepest condolences. Regardless of the circumstances, dealing with the death of a family member is a trying time. And no matter how many clients we represent, it never gets easier to witness someone grieving a tragic loss.

If your loved one named you as their trustee or personal representative, you […]