You decide who your power of attorney (POA) is as part of your estate plans. Your power of attorney handles any financial and medical decision if you are incapable of making the decision for yourself. Typically, people who have to undergo medical treatment, develop...
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When Probate is NOT Required in Florida
When a Florida resident dies, one of the first steps which needs to be accomplished is to determine whether the decedent’s assets will need to go through probate. This article briefly discusses situations where probate does NOT apply. 1. Assets with a beneficiary or...
Do you need a living will in your Florida estate plan?
What you do with your estate will determine your ultimate legacy. Whether you leave property for family members or help fund the creation of a scholarship program, the way you plan to distribute the assets that you leave behind when you die will determine how people...
Are pets a part of your family? Add them to your estate plan
Have you ever thought about the kind of life you want for your pets when you’re no longer here to care for them? Perhaps surprisingly, most people do not. Those who do typically expect to give them to a friend or family member in their will. Under the law, pets are...
How can you avoid probate in Florida?
In Florida, probate is a court proceeding where the estate of a deceased person is administered and distributed to the decedent’s beneficiaries. Typically, filing probate involves hiring an attorney who prepares certain required paperwork which is then signed and...
Can you protect your legacy from estate claims by creditors?
The average American household has thousands of dollars in credit card debt. Many people also have student loan debts and other financial obligations, like debts for medical care. They spend a significant amount of their monthly income paying down those debts. You...
3 reasons your Florida will could be contested
The process of writing a will is often painstaking. When you decide to create your will (and you should), you do so with the goal of protecting your loved ones’ future while eliminating any uncertainties that may arise regarding your estate. However, there are...
Six Essential Estate Planning Documents You Should Have
In most Florida estate plans, there are six essential documents which you should have in place. These include the following: Last Will and Testament. This document allows you to appoint a Personal Representative to oversee your probate estate and to designate your...
Help the administration of your Florida estate unfold smoothly
At some point along your estate planning journey, you must name a trusted agent to manage your affairs after you die. In a best-case scenario, you can choose someone with prior estate executor experience, but this is not an option for many. First-time estate executors...
Affidavit of Agent under a Durable Power of Attorney
A Durable Power of Attorney (“DPOA”) names you as agent or attorney-in-fact to act for the person who executed the DPOA (the “Principal”). You go into a bank intending to transact some business on behalf of the Principal and when you present the DPOA, you are told...
