Category Archives: Estate Planning

Florida is one of the states that permit you to add a personal property memorandum to your estate plan. This is a supplemental document that must be referenced in your will or living trust and allows you to specify the items of personal property you wish to leave to your loved ones.

Parents are making professional designations with the intention that the professional representative will be able to efficiently and harmoniously administer their affairs and estate at an overall lower overall cost.

A Florida will can only be challenged if the influence was so strong and persistent that it destroyed the ability of the person making the will to act freely and independently.

If you have consulted with a good retirement planning team, you can confidently plan for, prepare for and transition to a retirement that will take care of you, your family and your assets.

Probate is needed to pass ownership of assets to beneficiaries where there is no designation of beneficiary outside of the will or if there was no will.

When people die, their estate goes through a court-supervised probate process to ensure their estate is distributed according to the wishes stated in their will.

We love our pets. They are family members who give us unconditional love. We have a deep bond with them. Unfortunately, it’s estimated that about 500,000 pets are euthanized every year because their pet parents did not have a written plan for their care.

When you start planning for what happens after you die, creating a will is one of the most important things you should do. Without a will, your state of residence will determine how your affairs will be handled and your assets distributed after you die

In Florida, you may challenge a will after the testator’s death and before probate is complete. Probate is the process of administering a will under the direction of the court.

Every year, tax brackets and exemption amounts are adjusted to reflect cost-of-living increases. For individuals creating or updating their estate plan, recognizing and understanding the impact of such changes is vital for beneficiaries.