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Planning. Preparation. And Acting With Purposeful Intent.
Proper estate planning is a must for Florida families. The worst-case scenario is that a family member becomes incapacitated, without the legal structure in place for their family to make decisions and handle their affairs. Then, the family may end up struggling to...
Many times people come into our office and tell us that they’ve read that they need a Living Trust (also known as a Revocable Trust). Sometimes they heard it through a friend or in something they've read. However, they often don't have a clear grasp of why they need...
A parenting plan in a Florida divorce is a written document approved by the court which sets forth important matters pertaining to the couple’s minor children. The parenting plan can be agreed upon by the parents or it can be determined by the court. Specifically, the...
Many individuals, especially married couples, possess assets such as real estate and securities as JWROS, or "joint tenants with right of survivorship." When it comes to estate planning, the JWROS arrangement dictates that if one spouse passes away, the other spouse...
In Florida, as in most states, if you are considering a divorce, there are a number of matters that you need to think about and steps that you should take. First and foremost, you should think about your safety and well-being as well as that of any minor children. If...
In April of 2021, the Florida legislature unanimously approved passage of SB/HB 1041 which provided additional protections to elder persons . Among the changes, SB/HB 1041 amended Chapter 825 which addresses the abuse, neglect and exploitation of elder persons and...
Developing a comprehensive estate plan comes with a significant amount of stress, worry and complexity. Individuals can be overwhelmed by the process and intimidated by the decisions facing them. When determining the distribution of assets and finances, however, there...
It is not uncommon for individuals to feel intimidated by the scope of an estate plan. While developing a comprehensive estate plan can be a complex undertaking, the flexibility allows people to determine the distribution of their assets and prevent unnecessary...
If you get appointed as an executor in Florida, you will have many responsibilities once the individual dies. There’s a lot that you need to do in order to make sure that their estate gets handled properly. These are some of the things that an executor needs to take...
When you prepare your last will and testament, you will normally name someone to serve as the executor of your estate. However, if you are a Florida resident and fail to do so, or if you die intestate, the probate court will appoint someone to administer your estate....
