Tampa Law Blog
Do you know what to do if you’re a personal representative?
Serving as a personal representative is a huge honor. It means that your loved on trusts you enough to give you power over their last will and testament. At the same time, it’s a huge responsibility that can be very overwhelming. If you are named as someone’s personal...
Avoid these four estate planning mistakes
You look to your estate plan as a means of protecting your assets and giving you a sense of control over the fate of your property after death. Wills and trusts are meant to give us peace of mind. But without a careful approach in establishing and updating your plans,...
Out-of-Date Estate Documents
In our estate planning practice, we often have clients come in who set up their estate planning documents many years—or even decades—ago. Whether it is a Last Will and Testament, a Trust, a Living Will, a Healthcare Power of Attorney, or a Durable Power of Attorney,...
Now is the time to get a Will
With the onset of the Corona virus, we are having more and more people contact our firm saying “I need to get a Will.” When facing a health threat, whether personal or widespread like this virus, getting our affairs in order is important. In order to get your Last...
What Corona Virus teaches us about being prepared.
Over the last several weeks, everyone has been impacted by the Corona virus (also called COVID-19). Most people have been in some degree of social distancing or isolation. Businesses have slowed or closed altogether. Healthcare providers are doing the best they can...
What does Estate Planning do for you?
The term “Estate Planning” is used to describe the process of evaluating and planning for your needs and desires in the event of your (or if applicable, your spouse’s) death, disability, illness or incapacity. Estate planning seeks to take steps to protect those needs...
3 ways to leave stocks to your heirs
An effective way of transferring wealth to family members through an estate plan is by leaving those family members stocks. Though restricted shares and stock options might be severely limited when it comes to transferability, you can award an heir with most stocks....
Duties of a Trustee After Death of the Grantor
A Trustee is a fiduciary who is held to a high standard when it comes to administering a Trust. In particular, a Trustee has a duty to act in good faith and in accordance with the terms and purposes of the Trust and of the interests of the beneficiaries. A Trustee...
Choosing the best dispute resolution for you
As you face a legal dispute, you may want to consider alternative dispute resolutions. Getting to know your options gives you the opportunity to work through your issue in a manner that will support healthy relationships and positive outcomes. Your attorney will be...
The Basics of Objecting to a Creditor Claim in Florida Probate
When a person dies resident in Florida and a probate is opened, one of the first steps taken by the court-appointed Personal Representative is to publish a “Notice to Creditors” in a local newspaper. In addition to publication, the Notice to Creditors is served by...
