For many, the idea of discussing estate planning is emotional and the process may seem difficult. This is understandable since making the decision to move forward with planning requires us to face the fact that we will not live forever. Our own mortality tends to lead to many individuals avoiding the topic all together and […]
read moreEstate planning is not a one-size-fits-all endeavor. When executed properly, an estate plan should be a customized plan designed to best protect you and your loved ones. While each estate plan should be tailored to fit your specific needs and goals, every estate plans should include some or all of the following: Will: A will […]
read moreKnowing what the first steps to take with the remaining property and assets of a loved one after they die is not always straightforward in the state of Florida. If you are a designated personal representative of the decedent’s estate, there are several steps for you to legally navigate the administration of their assets and […]
read moreIn the state of Florida, many residents rely on a will to protect their estate and ensure their beneficiaries receive their promised inheritance. This document has many benefits when it comes to the probate process, as well. But, what happens if you should die without a will? Florida has intestate succession laws that direct a […]
read moreAs a recently appointed personal representative of an estate in Florida, you may feel unsure exactly what duties you are required to perform. In short, you will need to navigate the probate process of the decedent’s estate and distribute assets to any beneficiaries or creditors, as well as handling related income tax matters on behalf […]
read moreThe executor of a will, also known as the personal representative, has certain responsibilities during the probate process. The individual drafting a will is the person who names the executor. The executor’s most important duty is to ensure that a decedent’s will is administered properly and that assets are distributed in accordance with the will’s […]
read moreWhen you pass away, your family may need to initiate court proceedings in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does not avoid […]
read moreWhen someone we care about passes away and leaves behind assets, their estate must be settled. This process is known as probate and while most people want the process to be done ASAP, probate can take anywhere from 18 and 24 months. It’s no surprise that this time delay can cause a great deal of […]
read moreEnter your information below to get started