Estate Planning Category

Topics: Wills, Trusts, Probate, Business Succession – by Karen Nolan, Esq. If you’re like most people, you have the best intentions with regard to how…

Florida has a large population of snowbirds. Many people own a winter home in Florida and enjoy the sunshine from October to April, and then…

In 2017, the Florida Legislature passed the Florida Electronic Wills Act, which authorizes electronic wills,electronic will execution, and the probate of electronic wills of both resident…

I often hear about my clients’ exotic trips while they sign their estate planning documents such as their wills, trusts, and related documents. Although we…

A creditor may file a claim within two years from the date of death of a decedent. After two years, all creditor claims are barred.[1]…

Many families in our community have children or loved ones with developmental disabilities or special needs. Families often assume that they can continue to care…

  Most people think that executing a will or trust avoids probate, which is a common misconception. Unfortunately, probate is not avoided by a will…

  Estate planning is the preparation of documents for use in the event of incapacity or death. A basic estate plan typically includes the following:…

Probate and trust administration enables a fiduciary representative, (either a personal representative of an estate or a trustee of a trust), to transfer assets in…