21Sep, 2019

7 Practical Estate Planning Considerations for Florida Residents

September 21st, 2019|Estate Planning|

While preparing an estate plan allows you to address a number of important legal issues, for most people, estate planning is about peace of mind. You want to know that you will receive medical care according to your wishes should you become uncommunicative. And you want to know that, at the time of your death, the burdens on your loved ones will be no greater than […]

8Sep, 2019

I Have a Will. Do I Also Need a Trust?

September 8th, 2019|Estate Planning|

You have a will. Maybe you worked with an attorney years ago, or maybe you went online and bought an “estate plan” that consisted of a basic will and a power of attorney. Now, time has passed, some things in your life have changed, and you are wondering: Do I also need a trust?

Let us start by saying that everyone’s estate planning needs are different. An […]

21Jul, 2019

Can a Personal Representative Be a Beneficiary of a Will?

July 21st, 2019|Estate Planning|

willIn Florida, the person who is appointed to administer a deceased individual’s estate is referred to as the decedent’s “personal representative.” While personal representatives have a number of obligations, they have some important rights as well. This includes the right to receive a share of the decedent’s estate if they have been named as a beneficiary in the decedent’s will.

In fact, not only is it […]

8May, 2019

Internet Wills: Are Do-It-Yourself Sites Worth It?

May 8th, 2019|Estate Planning|

For many people, downloading a do-it-yourself will can seem like an attractive option. It costs less than hiring an attorney, it is easier than hiring an attorney, and it can be done in a matter of hours – if not minutes. You don’t have to take time off from work to go to an attorney’s office, you don’t have to tell some stranger about your finances […]

8Apr, 2019

What Types of Assets Are Subject to Probate?

April 8th, 2019|Estate Planning|

probateAs you navigate the important process of organizing the eventual administration of your estate, it is essential that you have a solid understanding of the distinction between probate and non-probate assets. Preparing for future probate matters can be a complex and highly-involved undertaking, but having a solid grasp of this concept will help alleviate some of the inherent stress and uncertainty that is typical for those […]