What happens to money held in trust after a person dies? Many beneficiaries know that they are entitled to trust benefits and disbursements, but they don’t always keep track of the balances on trust accounts. This can put your family’s finances a…
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The structure of a loved one’s estate plan can substantially affect the way their assets are transferred after their death – and to whom. Beneficiary designations on everything from bank accounts to retirement portfolios can remove property from…
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The death of a loved one can strain relations with family members. When that loved one’s estate plan changed in their final years, or excludes close family members, it could raise concerns that the Will is invalid. Here are 5 reasons you may need t…
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When a would-be heir challenges the validity of a Will claiming that it was signed under undue influence, it is up to that heir to prove the person benefiting from the new estate plan engaged in “active procurement” of the Will. What that means,…
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You may have seen the Latin term “lis pendens” while scrolling through real estate listings or at an open house or real estate auction. Understanding what it is, and how legal proceedings relate to real property in Florida, can help you make an i…
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If you want to know how to contest a Will and win, you need to be prepared, both emotionally and with evidence. Contesting a loved one’s will can be complicated – in and out of the courtroom. Knowing what you will need to do to win before going i…
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Being left out of a loved one’s Will hurts. It can leave you without the necessary funds to provide for you and your family during a time of grief, and can change your long-term financial plans. When a disinheritance clause in a Will cuts you off f…
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No one wants to think that their parent or loved one has been taken advantage of in their final days. When a close connection, relative, or caregiver receives more than expected in a Will signed while the grantor was under their care, it could raise…
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Protecting Trust Assets and Beneficiaries When your family manages its money using a trust, your comfort and livelihoods may depend on the trustee doing their job well. Unfortunately, sometimes the people managing your money will not live up to the t…
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If your family relies on a trust or guardianship to provide for a loved one, or if a deceased relative’s estate is in the process of distribution, your inheritance, and sometimes your livelihood, can depend on someone else’s work. When the estate…
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McCabe is a knowledgeable and compassionate estate planning and probate attorney with a special understanding of the financial and tax side of your final affairs. With an advanced degree (L.L.M.) in taxation, and deep connections to Florida, McCabe balances love and logic in helping his clients create and execute their estate plans.
Casey is a sympathetic and savvy probate attorney with nearly a decade of experience first working within, and later arguing in front of, Florida’s circuit and appellate courts. He applies this versatile background with attentiveness and an even-keeled approach to address your most complicated probate matters from an all-around perspective.
Attorney Julie Marble is our newest attorney and brings with her a wealth of knowledge from her background in business, finance, and education. Her prior experience provides an additional layer of understanding to complex estates and planning for the future and security of loved ones. With a passion for helping others and for the dynamics of the co…