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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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…