When working with clients, we are often asked who can serve as agent under their Durable Power of Attorney. Often the reason for the question is that they want to know if a nonresident of Florida can be designated. The short answer is that a nonresident person can be...
Get Out Ahead Of Your Issue
— Call Us Today
Planning. Preparation. And Acting With Purposeful Intent.
Month: November 2021
3 tips for avoiding family disputes during estate planning
At times, estate planning issues such as inheritances can be a significant source of conflict. While planning for what happens in the event of your death can be a daunting prospect, it may also bring peace of mind to both you and your loved ones. Having a solid...
Get to know Florida’s designation of health care surrogate form
In many states, there is a document called a health care power of attorney. This document gives an agent the power to make medical decisions for someone who is incapacitated. In Florida, this same document is called a designation of health care surrogate. The form for...
Verbal Intentions Do Not Count in Estate Planning
In our estate planning practice, we regularly have new or prospective clients who will meet with us, give us their information, and ask that we prepare estate planning documents for them. We then will prepare draft documents to send them for review. Once the documents...
What happens when there is a breach of fiduciary duty?
A fiduciary is a person or organization entrusted to act in the best interests on behalf of another. Legally and ethically, the fiduciary owes their client a duty of care by acting in ways that always put the client’s interests first. In estate planning, which is the...