» Estate Planning

Woman sitting with a pile of papers

A Personal Representatives’ Guide to Dealing with Creditors

If you have been named a personal representative for a loved one’s estate, you may suddenly find you have a lot on your plate. One of the less desirable parts of any personal representative’s job is dealing with creditors seeking to collect on yo… Read More
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Categories: Estate Planning
Life insurance policy packet

Who Receives Your Life Insurance Benefits After You Die?

If your employee benefit package includes a life insurance policy, or you are using a private term or whole-life policy to provide for your loved ones once you pass away, you need to be sure your paperwork is in order now. Otherwise the wrong people… Read More
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Categories: Estate Planning, Probate
Notary's public pen and stamp on testament and last will.

What to Do When the Estate’s Assets Don’t Add Up

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… Read More
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Categories: Estate Planning, Probate
Spouses review estate plan documents

The Importance of Keeping your Estate Plan Up-to-Date

Your estate plan has one purpose: to make sure your welfare and your affairs are handled according to your wishes once you can no longer make decisions for yourself. But estate planning should not be a one-time occurrence. Your estate plan should cha… Read More
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Senior old man elderly examining and checking last will and testament

Homestead and Elective Share if Your Spouse Dies First

Enforcing Your Spousal Elective Share It is generally assumed that when one spouse dies, the widow or widower would inherit the couple’s shared assets and would support the rest of the family. While this is often the case, every family is different… Read More
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Who Takes Care of Your Ch…

Who Takes Care of Your Children After an Accident

Your children are the most important thing in your world. If you are a single parent, or even a married couple, the question of who takes care of your children after an accident can keep you up at night. Find out how proper estate planning can put th… Read More
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What the COVID-19 Outbrea…

What the COVID-19 Outbreak Means for Florida Probate and Estate Planning

With the uncertainty and fear surrounding COVID-19, we wanted to address some of the services that we offer and some of the documents that we recommend you have in place. We are also going to focus on what you can do without leaving your home to come… Read More
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Durable power of attorney document

5 Mistakes People Make in Using a Durable Power of Attorney

Many people know that a power of attorney is a useful tool in an estate plan. Unfortunately, there are many misconceptions around how and when to use a durable power of attorney. Find out what a DPOA does and doesn’t allow you to do as part of a lo… Read More
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Categories: Estate Planning
Premarital Agreements: Wh…

Premarital Agreements: Who Benefits from Them?

When you think of prenuptial agreements, your first thought may be about a high profile divorce between millionaires or celebrities. Controlling what happens when a marriage breaks down is only half of what prenups (called premarital agreements under… Read More
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Categories: Estate Planning
Who Will Take Care of You…

Who Will Take Care of Your Pets After You Pass Away?

For many Florida residents, their pets aren’t just companions, they are family. Yet far too often, when those people start their estate planning, their animals get forgotten. Before you finalize your Will or trust, be sure to ask who will take care… Read More
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Categories: Estate Planning
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