The Latest from Our Firm

July 4, 2022

How Estate Planning Can Make Your Life Better

Creating an estate plan is an important step in your life for a number of reasons.  Before we dive into the reasons why you should be creating your own plan today, let’s start by addressing some misinformation regarding estate planning. A Revocable Living Trust is not just for the wealthy.  In fact, it may benefit […]

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June 19, 2022

What Happens When You Die Owning Assets in Another State?

Often times, you may be a resident of one state but own assets in another state.  Let’s use this simple example:  You are a resident of another state but own real estate in Florida – what happens to your Florida real estate at your death?  This will depend on what measures you take during life […]

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June 15, 2022

Preparing Your New Graduate for College

You’ve raised your child, protected and guided them through life, and now they are packing up and ready to start their life as a college student. From living away from home for the first time to making new friends and creating a new social circle, there are going to be so many things they need […]

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June 2, 2022

Top 5 Estate Planning Documents

Estate planning is simply planning for life.  By using the right set of legal documents you can plan for minor children, grandchildren, protect your estate from probate, plan for your pets, businesses and more! Let’s look at the top five estate planning documents everyone should consider – what they are and why you should consider […]

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May 18, 2022

A New Baby Requires a New Estate Plan

Estate planning is a task that consistently gets pushed back on our to-do list. Reasons for delaying are the usual: lack of time, feeling as though you don’t have enough assets, not knowing where to begin, or fear of discussing your own death. Whatever your reason may be for delaying, it’s important to understand one […]

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May 16, 2022

Does Your Estate Plan Protect Your Beneficiaries?

Your trust can create what is called discretionary lifetime trusts for your beneficiaries.  This is a type of irrevocable trust that can provide your beneficiary with some amazing protection. Let’s take a closer look. Creating a revocable trust is a great way to protect young, troubled, or financially inexperienced beneficiaries but what if you’re concerned […]

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May 3, 2022

Florida Probate Basics

What is Florida Probate? Florida probate is the court-supervised process of settling a decedent’s estate.  There are a few terms that are commonly used in probate proceedings. These terms should be explained before going into the process of probate. Probate is the court-supervised process of settling a decedent’s estate. Florida Statutes 733 defines probate as […]

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May 3, 2022

When Should You Probate A Will in Florida?

Deciding if a Florida estate should go through probate or not is not always obvious. When determining if a will needs to go through this process, besides being submitted to the local circuit court, consider some of the following situations that would warrant beginning a probate proceeding: There are untitled assets that require probate to […]

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April 21, 2022

Why is My Probate Case Taking Forever?

When someone we care about passes away and leaves behind assets, their estate must be settled. This process is known as probate and while most people want the process to be done ASAP, probate can take anywhere from 18 and 24 months. It’s no surprise that this time delay can cause a great deal of […]

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April 20, 2022

What is the Difference between a Living Will and a Will?

In such a busy world it is easy to delay on important matters but if something unexpected happens, you do not want to be left with regret.  Let’s face it, not creating important documents such as a Living Will or a Will in advance is the same as denying yourself a voice and denying your wishes […]

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