Probate for Non-Resident Property Owners in Florida

Florida has long been a destination for retirees, investors, and vacationers. As a result, many non-residents own real estate here—whether it’s a beachfront condo, a rental property, or a seasonal second home. But when a non-resident property owner passes away, their out-of-state estate must often navigate Florida’s ancillary probate process to transfer...

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Estate Planning for Non-Traditional Families and Unmarried Partners

Estate planning is essential for everyone, but for non-traditional families and unmarried partners, it can be absolutely critical. Without the legal protections that marriage automatically provides, individuals in these relationships must take deliberate steps to ensure their loved ones are included in important decisions and inheritances.

Whether you’re in...

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What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian?

When my clients and I discuss their estate planning documents and advance directives (Wills, Trusts, Durable Powers of Attorney, Living Wills & Designations of Health Care Surrogates, and Nominations of Guardians for Incapacity and for Minor Children), I explore their wishes about who will be responsible for various roles in their estate...

What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian? Continue reading…