Estate Planning Archives

Older woman working with estate planning attorney

What is a Qualified Personal Residence Trust?

Posted on April 14, 2023

There are so many tools in the estate planning toolbox that most people do not know about. This is part of the reason engaging in estate planning as early as possible is so important. Take the time to explore your options and find out what arrangements work best for you, your goals,...

Older woman signing estate planning documents with attorney

Florida’s Intestacy Laws

Posted on March 22, 2023

State intestacy laws come into play when a person dies without a valid will in place. When someone passes away and they do not have a legally valid will in place, they are said to have died “intestate.” In the absence of having the terms of a will direct distribution of a...

Protecting Your Legacy from Heirs with Money Trouble

Posted on March 10, 2023

Over our lifetimes, we work hard to provide the best for ourselves, for our loved ones, and for our communities. When you plan your estate, you are making sure that your wishes are followed and your interests are protected for the rest of your life and even after you pass away. It...

Responsibilities of a Guardian

Posted on February 23, 2023

Guardianships are designed to protect the legal rights of a person deemed to be incapacitated. When functional limitations prevent a person from being able to make decisions on their own, guardianship provides critical legal safeguards to help ensure that individual and their best interests remain protected. Guardianships are not established lightly as the court...

Will Contest Actions

Posted on February 23, 2023

Most of the time, the probate process starts off without a hitch. The will of the decedent is located and submitted to the court for probate. The will is verified and accepted by the court and so things begin. Sometimes, however, there are issues that arise in verifying the validity of the will. Now,...

How to Handle Tangible Personal Property Distribution

Posted on January 31, 2023

Well, you may have updated your beneficiary designations, established a trust or more, and retitled some property along your estate planning journey. This is great! These are things that will help ensure your legacy passes as seamlessly as possible to your loved ones. While most of us think of those assets that are...

Help Out Your Heirs By Organizing Your Affairs

Posted on January 30, 2023

There are so many reasons to estate plan. Oftentimes, one of the biggest reasons is to be able to help and support our loved ones even after we are gone. It is to help further your goals for them and be there for them, albeit in a different way, after you have passed....

Preparing for Estate Planning

Posted on December 21, 2022

So, you have taken the important step towards estate planning. Congratulations! You have your first meeting with your attorney scheduled and should absolutely be proud of yourself for checking this item off your to-do list. Now that the meeting is scheduled, you are likely wondering, “What next?” Well, next you prepare for your initial...

What to Do With Your Car Title When You Estate Plan

Posted on December 2, 2022

Aside from a home and other real property, one of the largest assets a person owns is often their vehicle. As such, it can be important to pay unique attention in assessing your options as to what to do with your car when you are estate planning. With proper planning, you can avoid having...

What to Consider in Selecting Your Durable Power of Attorney Financial Agent

Posted on December 2, 2022

Have you made the important step to begin establishing an estate plan? If so, congratulations on taking this important step towards protecting your best interests and those of your family members in the face of an otherwise uncertain future. Part of this process will involve selecting individuals to assume roles of responsibility in a...