News & Tips

transfer on death

Is a Trust Better Than a Transfer on Death Account?

For many families, estate planning is a balance between avoiding the time and expense of probate and making the most of their money. You might wonder if you need a trust or whether there are less expensive ways to skip the probate process. That could… Read More
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Categories: Trusts
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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florida probate

Florida Probate Timeline and Deadlines

When a loved one dies in Florida, you and your family will certainly need time to grieve their loss. But the Florida probate laws say you can’t wait too long before you begin the estate administration process. Having an estate administration attorn… Read More
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Categories: Probate
will challenge

Defending a Will Challenge

If you are an executor or personal representative of an estate, you don’t want to be served a complaint challenging the validity of your loved one’s Will. Defending a Will challenge can be emotionally taxing and will delay your family’s ability… Read More
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Categories: Probate
bitcoin inheritance tax

Tax Planning for Cryptocurrency

Thousands of U.S. residents have invested in the cryptocurrency market. But as that market rises and falls, investment decisions can result in substantial tax consequences — for you and your heirs after you pass away. Find out what we know abou… Read More
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Categories: Cryptocurrency
cryptocurrency

Including Cryptocurrency in Your Estate Plan

If you rely on Bitcoin or other cryptocurrencies as part of your investment portfolio, or even for transactions, you likely expect these digital assets will be a valuable part of your estate after you pass away. But technological issues unique to blo… Read More
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florida will signing

5 Tips to Avoid Contesting a Florida Will

You may have strong feelings about the way you want your affairs handled after your death. You may believe (rightfully) that an heir will not handle their inheritance well, or that a spouse or family member should not receive a share of your assets.… Read More
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Categories: Probate
summary administration

Probate in Florida: Formal v. Summary Administration

If a loved one has died in Florida, or owned real property in the state at the time of their death, you will likely need to head to the Florida probate court to resolve their affairs. However, knowing which probate process to use could save your fami… Read More
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Categories: Probate
alternative concept

Alternatives to Guardianship in Florida

A guardianship can be an effective tool to give family members or a professional caretaker the power to make decisions for an adult unable to care for themselves. However, it also gives doctors and the Florida Probate Court the final say over what ha… Read More
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Categories: Guardianships
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