Complex Legal Challenges
Sometimes we see married persons who own their homestead only in their name--not including the spouse on the title. If that married person dies intestate (without a Last Will and Testament) and has no children, the homestead transfers to the surviving spouse by...
Does your child wish to attend a trade school or university? If so, you want to make their dream come true, but you’re overwhelmed by how expensive post-secondary education is. After all, the average cost of college tuition is $21,035 per year for public universities...
You are several steps ahead of many Americans when it comes to estate planning. Your preparation, foresight and drive led you on the path of protecting your assets and protecting your heirs and beneficiaries. You can breathe easier, or so you think. However, you must...
When setting up one’s estate plan, consideration should be taken about the different types of assets which are to be devised (i.e. gifted at the time of death by Will or Trust). One category of asset that has become particularly popular and valuable to own is that of...
There are a couple of reasons why a person can contest a will under Florida law, and one of them is fraud. Fraud in a context of a will contest may mean that one or more beneficiaries knowingly used false information, which caused the testator to change the will to...
All adults should ensure they have an estate plan in place that reflects their wishes. For some, having at least one trust is part of the plan. There are a variety of trusts available. Each one is considered either irrevocable or revocable. This categorization has to...
People sometimes neglect to do their estate planning simply because they think that they’re too young. If you talk to someone in their 30s about making end-of-life plans, they may tell you that you’re jumping the gun a bit. They don’t even think that they’re halfway...
Estate planning attorneys commonly help their clients establish is a Trust. Such Trusts are commonly called a “Living Trust” or a “Revocable Trust” or a “Revocable Living Trust”. Frankly, the title does not matter. In this blog, we will simply call it a “Trust.”...
Florida’s Trust Code, set forth in Chapter 736, Fla Stat., defines who is a “qualified beneficiary” under a Trust and sets forth the rights such a beneficiary has with regard to the administration of the Trust. Some of the more important rights of a qualified...
You’ve made the difficult decision that you’re going to have to disinherit one of your heirs. Maybe you and this person are no longer on speaking terms and you’ve had a falling out. Maybe they’re struggling with addictions or money management issues that mean you...