PLEASE NOTE: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us in person, via telephone or through video conferencing. Please call our office to discuss your options.
Get Out Ahead Of Your Issue
— Call Us Today
Planning. Preparation. And Acting With Purposeful Intent.
When you pass on, the last thing you want is for your children and other relatives to fight over your estate instead of coming together in their time of mourning. Unfortunately, probate litigation is all too common, and it tears families apart. While there’s no way to...
While the probate process in Florida often goes smoothly, certain situations can cause delays. Not having an estate plan or having an unclear estate plan can cause conflict between family members. Even if the person has prepared a will, it could be contested. In some...
In estate planning, there are two main categories of Trusts. The first is known as a “Testamentary Trust.” This is a Trust established through a person’s Last Will and Testament. In other words, there is no separate “Trust document.” The Testamentary Trust us usually...
In our estate planning practice, we often have clients who are concerned about how their beneficiaries will use the assets which they will inherit. Sometimes the concern arises out of some personal problem of the beneficiary such as substance abuse; they don’t want...
When a person dies resident in Florida, is there a statute of limitations limiting when a creditor can no longer enforce a debt or claim against the decedent or the decedent’s estate? The answer is in the affirmative. Section 733.710, Fla. Stat. provides that “…2...
When a person dies domiciled in Florida, in order to administer his or her estate, a probate often must be opened. The question arises, who can petition to open a probate of the decedent’s estate? Certainly, a spouse or beneficiary could do so. But what about a...
When you start writing your will in Florida, you might want to leave certain family members out of the document. Unfortunately, disinheriting them might encourage them to contest the will after you're gone, even if you include a no-contest clause. Here's how you can...
When a probate is being opened, one of the documents required by the probate court is a death certificate. Similarly, a death certificate will be needed when claiming life insurance benefits or collecting beneficiary designations. In Florida, there are two types of...
If you've recently moved to Florida, take some time to update your estate plans. According to U.S. law, your will doesn't have to be written in your state of residence to be declared legally valid. However, every state has different rules for estates and inheritances,...
If you have a living trust in place as part of your estate plan or are thinking about establishing a living trust, you may also wish to create a pour-over will. Pour-over wills are useful if you don’t want to place all of your assets into a living trust at one time. A...
