8Dec, 2019

What Are the Key Provisions of a Will in Florida?

December 8th, 2019|Uncategorized|

In Florida, a will is a fundamental component of virtually any estate plan. Your will can – and should – serve a number of important purposes, and it should be carefully drafted with your personal goals and the specific requirements of Florida’s probate laws in mind.

While the substance of everyone’s will should be unique, there are a number of key provisions that are essential to building […]

16Jul, 2018

Jacksonville Adult Guardianships: Termination or Replacement of a “Guardian of the Property”

July 16th, 2018|Uncategorized|

A “guardian of the property” is responsible for managing the financial affairs of the ward. A court-appointed guardian cannot simply walk away or be “fired” by the ward. Although the procedure for ending this arrangement or replacing the guardian depends on the reason being asserted, approval by the court is required. The most common reasons are listed below.

Reason No. 1: Voluntary Resignation by the […]

10Sep, 2015

Should Married Couples Have Joint Wills?

September 10th, 2015|Uncategorized|

Jacksonville Joint Wills Lawyers - Beller & Bustamante

Talking about a will is one of the most important, but also one of the most overlooked, things that married couples can do to protect their assets and provide for their family’s future. While many couples delay in having these discussions, the reality is that it is never too soon to plan for life’s biggest “what if.”

We help couples of […]

5Oct, 2013

Is An Irrevocable Trust Necessary To Protect My Money?

October 5th, 2013|Uncategorized|

In a recent article by Suze Orman, she wrote that almost everyone needs a trust and revocable trusts are the way to go. The reality is that how you title your property and finances determine whether a trust is appropriate for you.

What I do as an attorney is review with my clients their assets and what they want to happen to those assets after they pass. That is an estate plan. It is simply […]

29Mar, 2012

How often should I review or update my will?

March 29th, 2012|Uncategorized|

Wills are drafted to last as long as you have no significant changes in your life or in your wishes.

You should review your will annually to ensure that you still want the people you have appointed as personal representatives, trustees and/or guardians, and that your existing property will still go to the people you had intended and in the manner you had intended.

This means that you may also need to review your beneficiary designations on […]