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Probate Administration

What is Florida Probate?

June 14, 2023

When it comes to settling an individual's estate in Florida,…

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What Happens When You Die Owning Assets in Another State?

June 19, 2022

Often times, you may be a resident of one state…

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Florida Probate Basics

May 3, 2022

What is Florida Probate? Florida probate is the court-supervised process…

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When Should You Probate A Will in Florida?

May 3, 2022

Deciding if a Florida estate should go through probate or…

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Why is My Probate Case Taking Forever?

April 21, 2022

When someone we care about passes away and leaves behind…

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3 Reasons Why You Want to Avoid Probate

April 18, 2022

When you pass away, your family may need to initiate…

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The Fiduciary Duty of an Executor During Probate

March 23, 2022

The executor of a will, also known as the personal…

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Cryptocurrency And Estate Planning

March 22, 2022

A lot of the news recently has revolved around different…

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What Are the Pros and Cons of Florida Probate?

March 21, 2022

In estate planning circles, the word “probate” often comes with…

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Estate Planning for the Aging Population

March 10, 2022

You are never “too young” or “too old” to think…

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You’ve Been Appointed a Personal Representative- Now What?

December 1, 2020

As a recently appointed personal representative of an estate in…

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What Happens to an Inheritance in Florida If There Is No Will?

October 21, 2020

In the state of Florida, many residents rely on a…

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A Simple Guide for Estate Administration in Florida

October 9, 2020

Knowing what the first steps to take with the remaining…

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Estate Planning at a Glance

July 29, 2020

Estate planning is a sensitive subject that is surprisingly avoided…

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Do I Need to Update Beneficiary Designations?

June 12, 2020

You've successfully completed the important task of creating an estate…

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Estate Planning Basics

November 1, 2019

Estate planning is not a one-size-fits-all endeavor.  When executed properly,…

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3 Common Estate Planning Myths

October 15, 2019

For many, the idea of discussing estate planning is emotional…

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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

July 1, 2019

Will your children be preparing for their first year of…

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3 Asset Protection Tips You Can Use Now

June 15, 2019

A common misconception is that only wealthy families and people…

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Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

June 12, 2019

You may be surprised to learn that not only has…

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Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences

June 10, 2019

Although leaving your hard-earned assets outright to your children, grandchildren,…

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Lifetime QTIP Trusts – The Gift That Keeps Giving

June 6, 2019

Estate planning for married couples can be tricky when one…

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Estate Planning for Rental Property Owners

June 3, 2019

In all parts of the country, services such as Airbnb…

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An Easy Three-Step Review for Your Estate Plan “Helpers”

May 17, 2019

While putting together an estate plan is important for you…

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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

May 13, 2019

There is a common misconception that estate plans are only…

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4 Tips for Avoiding a Will or Trust Contest

May 9, 2019

A will or trust contest can derail your final wishes,…

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The Harmonious Family that Won’t Fight? The Outcome May Surprise You

May 7, 2019

Most families are happy families. They get together for the…

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How Estate Planning Can Help You Dream About Your Future

May 3, 2019

A dream without a plan is simply a wish. Estate…

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The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

April 24, 2019

Many people believe once they set up a Revocable Living…

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Is a Payable on Death Account Right for You and Your Family?

April 22, 2019

Payable on death accounts, or “POD accounts” for short, have…

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The More You Know: Reverse Mortgages Estate Planning

April 16, 2019

You have likely seen several advertisements for reverse mortgages if…

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New Baby? Time to Create Your Estate Plan

April 15, 2019

Estate planning is often one item that gets pushed back…

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5 Reasons to Update Your Estate Plan!

April 12, 2019

Estate plans are almost magical: They allow you to maintain…

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Stress Test Your Estate Plan

April 10, 2019

So you have done the hard work of establishing an…

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

April 8, 2019

Whether or not you currently have estate planning documents, one…

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3 Tips For Every New Homeowner

April 5, 2019

Congratulations on the purchase of your new home.  Whether this is…

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How Your Trust Can Help a Loved One Who Struggles with Addiction

April 3, 2019

Substance addiction is by no means rare, impacting as many…

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Who Should Be Your Successor Trustee?

April 1, 2019

If you have a revocable living trust, you probably named…

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How to Manage Your Basis “Step Up”

March 29, 2019

If you or someone you know has received an inheritance,…

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Seeing an Estate Planner? 3 Key Questions to Ask

March 27, 2019

Hiring an estate planner is an important decision as you…

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The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

March 22, 2019

No one wants unnecessary court involvement in their life. But…

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Three Legal Things to Do After a Scary Health Diagnosis

March 18, 2019

A scary health diagnosis can be emotionally and logistically challenging…

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Estate Planning Tips for Someone Who Is About to Go in for Major Surgery

March 12, 2019

Getting the news that you have to undergo major surgery…

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What to Do When Your Doctor Says to “Get Your Affairs in Order”

March 8, 2019

Five words no one ever wants to hear from their…

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Is now the time to revisit your old trust?

March 4, 2019

There are several reasons why you should update your existing…

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A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust

February 28, 2019

Let me first start by confirming that is indeed my…

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Four Common Myths about Estate Planning

February 11, 2019

Many people don’t understand what estate planning is and those…

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Are Any of These 11 Mistakes Lurking in Your Estate Plan?

February 8, 2019

Here are 11 mistakes that may be lurking in your…

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Do It Now: Name a Guardian for Your Minor Child(ren)

February 1, 2019

We know it’s hard. Thinking about someone else raising your…

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How to Choose the Right Agent for Your Incapacity Plan

January 30, 2019

Let’s keep rolling with the topic of incapacity but now…

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5 Essential Legal Documents You Need for Incapacity Planning

January 28, 2019

Let’s kick off a new week with a new topic:…

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Your Post-Honeymoon Legal Checklist

January 23, 2019

Your wedding is over, and the day was absolutely perfect.…

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Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds

January 21, 2019

If you are recently married or have been married and…

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Which life events that require an immediate estate plan update?

January 18, 2019

Estate planning is the process of developing a strategy for…

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Estate Planning For the Newly Married

January 16, 2019

Today we will be focusing on newly married individuals. If…

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The Perils of Joint Property

January 14, 2019

People often set up bank accounts or real estate so…

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Do You Really Need A Will?

January 7, 2019

You May Not Think You Need a Will, But You…

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pen to paper

Estate Planning: Why Me, Why Now, and Is a Will Enough?

January 4, 2019

You have worked hard for years, have family members and…

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Wills vs. Trusts: A Quick & Simple Reference Guide

January 2, 2019

Let’s keep up the momentum! Have you ever been confused…

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Wills, Trusts & Dying Intestate: How They Differ

December 31, 2018

Let’s kick of the New Year by getting down to…

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