estate planning Tag

  This season of Thanksgiving: what to look for during your visit with Mom and Dad Thanksgiving is a time to enjoy family.  However, it…

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…

Because it may be difficult to maintain family harmony at such a sensitive time, and because people are often so busy with their own jobs and children, I increasingly advise clients to appoint a professional fiduciary, private trust company, bank, or law firm to serve as their agent. The fees being sought by these professional entities are reasonable for the services they provide. Clients can be assured that their estate will be administered properly and their children, or family members, will be on equal footing rather than having one person appointed over others. Ultimately, it takes the emotion out of the business of the estate administration.

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…

In Florida, a surviving spouse benefits from several rights upon the death of his or her spouse. Rights of a surviving spouse are found in…