As the global COVID-19 public health emergency continues to spread, it is creating challenges for families and businesses worldwide. For the safety of our clients and our staff, the office is currently closed to the public. Although we will be working remotely, we are accepting new clients. We are available for telephone or video conferencing. Please don’t hesitate to contact us. We are here for you.
In this day and age, it’s not uncommon to become inundated with bank stubs, receipts from purchases and other documents or scraps of paper of varying importance. While we cannot (and should not) hold on to everything, understanding which documents should be kept secure and safe and which documents can be replaced or are unnecessary […]
We spend our lives working hard to accumulate assets we can pass down to our children and families after we die. Part of that hard work needs to include estate planning to ensure the property and assets we leave behind make it to our loved ones as intended
Some people pass away leaving only their home or other real estate behind. Estates that are made up almost exclusively of real estate and personal items are subject to the same guidelines as any other estate.
When a person passes away in Florida, there are a few ways their estate may be settled. During the estate administration process, the property and assets of a decedent are identified, collected, and distributed to their rightful beneficiaries.