Complex Legal Challenges
In Florida, there are a number of benefits of establishing a Living Trust (also called a Revocable Trust). These include avoiding probate and maintaining privacy. Another important benefit is the ability to control how and when the assets which you own are distributed...
A Durable Power of Attorney (“DPOA”) is an essential estate planning document in Florida. Having one allows you to appoint an agent who can act on your behalf on personal, business, and financial matters. This instrument can be especially important for persons who are...
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...
Every individual deserves a living environment that provides them with safety and a sense of dignity. There is no exception to this rule when it comes to residents of Florida nursing homes. Unfortunately, stories of neglect and abuse are all too common in facilities...
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,...
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,...
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...
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...
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...
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....