Your estate plan can have many parts to coordinate and create. You want to develop a plan that supports your loved ones and passes on your legacy. One of the essential parts of your estate plan is choosing a personal representative that you trust. Depending on your...
Estate Administration
Taking time to grieve during probate
Dealing with the probate process after losing a loved one can feel overwhelming. While in the midst of processing your loss, there is a never-ending list of tasks to accomplish to settle your loved one’s affairs. It is an honor that your loved one decided to trust you...
Resolving disputes over shared inheritance
When it comes to inheriting an asset from a loved one, some are easier to share than others. Cash is easy to split between two or more people. When a friend or family member leaves one particular asset to more than one person, it can make honoring that request a...
Talking to your parents about their estate plan
Estate planning (and the eventual distribution of assets) has as much to do with your parents as it does with you. While your parents will make plans for their money and other property, you (and other loved ones) will be part of the asset distribution process. Often,...
How do gifts at death impact an estate plan?
It can be frustrating trying to decide how to create your estate plan. You may consider what people will expect, or you might worry that they will be sad, angry or frustrated by what you left them. Your decision to change what you pass on to your loved ones could...
When is a trust invalid in Florida?
For years, you have worked hard to build an incredible life for your family. Leaving part of your estate for your loved ones can be an essential part of why you do what you do. A trust can be a valuable tool for passing on part of your legacy. However, when your...
Could my end-of-life expenses wipe out my estate?
Your estate plan is a way for your legacy to live on and to support your loved ones, even after you pass away. After years of planning, you want your friends and family to have the assets you worked hard to leave for them. Unfortunately, medical care is often an...
What happens when there is more than one will?
Going through the process of probate for your loved one can feel overwhelming. While the process should be a way to ensure your loved one's estate goes to the correct beneficiaries, some issues can cause complications. Your loved one knew it was important to draft a...
The importance of selecting a successor trustee
Navigating the complexities of a revocable living trust can present numerous challenges. When it comes to naming a successor trustee, not just anyone can take on this important role. The trustee must be confident that the individual can handle not only the...
Financial Support Options Following a Tragic Loss
The death of a loved one is a traumatic moment for family members grieving a monumental loss. Whether a spouse, mother, father or other relative passed away, life has changed dramatically. The future is suddenly uncertain. For those who relied on them financially,...