The Latest from Our Firm

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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April 19, 2022

What is a Durable Power of Attorney?

What is a Florida Durable Power of Attorney? A Durable Power of Attorney is one of the most important estate planning documents that you will ever sign. It allows you to designate someone (known as an “Agent” or an “Attorney-In-Fact”), who can legally act on your behalf. The Power of Attorney remains in effect during […]

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April 18, 2022

3 Reasons Why You Want to Avoid Probate

When you pass away, your family may need to initiate court proceedings in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does not avoid […]

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April 4, 2022

What is the Difference Between Medicare and Medicaid?

When devising a plan for your future it is important to understand the differences between Medicare and Medicaid. It is also equally essential to understand how they work together. What is Medicare? Medicare is a federally funded program that provides healthcare coverage to individuals who are 65 and over, or younger people with certain disabilities. […]

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March 23, 2022

The Fiduciary Duty of an Executor During Probate

The executor of a will, also known as the personal representative, has certain responsibilities during the probate process. The individual drafting a will is the person who names the executor. The executor’s most important duty is to ensure that a decedent’s will is administered properly and that assets are distributed in accordance with the will’s […]

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