» Last Will and Testament

Portrait of a couple with financial problems looking at document in financial adviser's office.concept

Reverse Mortgage Problems for Heirs

Inheriting a loved one’s home with a reverse mortgage attached can create problems for heirs. They may face calls, collections efforts, and even foreclosure on their newly-inherited property. Find out the options to resolve reverse mortgage problem… Read More
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Happy Winter Olympics!

Happy Winter Olympics!

We thought we’d celebrate with a tale of caution from the sports world. Former Olympian Florence Griffith Joyner won three gold medals and one silver medal at the 1988 Seoul Olympic Games. She also set a world record during the Olympic trials f… Read More
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Home tax deduction

Do’s and Don’ts for Your Disposition of Property by Will

The Last Will and Testament is the core of most estate plans. How you write your Will can affect who receives your property and how easy it is for your personal representative and the Florida probate court to honor your wishes. Here are some tips for… Read More
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pour over will

Pour-Over Wills in Estate Planning

Do you need pour-over Wills in estate planning, or is a trust enough? Find out how these estate planning documents can help simplify your estate planning and administration, making it easier for your family and the Florida probate court to honor your… Read More
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digital wallet

Fiduciary Guide to Cryptocurrency Digital Wallet

As a personal representative or trustee, it is your responsibility to manage your loved one’s assets and pass them on to their intended beneficiaries. When those assets take the form of cryptocurrency and other digital assets, there may be more to… Read More
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left out of will

What to Do If You're Left Out of a Will

When a family member dies, you may look to that person’s possessions as a way to remember them or to provide previously unavailable financial opportunities or relief. Finding out you were left out of a Will can be surprising and heartbreaking. If y… Read More
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writing a will

How to Write a Will in Florida

Creating a Will is a perfect example of how an ounce of prevention is worth a pound of cure. Writing a will while you are alive and healthy saves your family a lot of hassle after you pass away. Here is a step-by-step guide to prepare for and learn h… Read More
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Signing Last Will and Testament.

5 Warning Signs a Will was Signed Under Undue Influence

When the death of a loved one comes with an unexpected surprise, you might find yourself wondering what happened in their final days. You may be left wondering how to sue for inheritance if you were unexpectedly excluded, and whether the new estate p… Read More
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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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