Estate Planning

For many people, deciding how to address a vacation home in their estate plan is even more challenging than determining what to do with their primary residence. A vacation home can hold a lot of sentimental value for those who associate it with some of their fondest...

When a person creates an estate plan in Florida, they want to ensure their property goes where they want it to go and their wishes are met. In some instances, their wishes conflict with what prospective heirs would have wanted or expected. This is not necessarily...

In Florida, a trust is a legal arrangement that allows individuals to manage and distribute their assets according to specific instructions. By creating a trust, you appoint a trustee to oversee the assets and ensure they are used as intended. They offer flexibility...

Figuring out the best way to leave your assets to your loved ones can be difficult to do. Sure, in some instances a simple will is enough to meet your needs, but if you’re concerned about how your beneficiaries will handle their inheritances or if you’re concerned...

Whether you are asked to serve as an executor of a will in Florida, or you are choosing an executor for your own will, it is important to know the roles and responsibilities of an executor. Although the duties of an executor may seem relatively straightforward,...

Drafting a will is important to ensure that your loved ones are protected, financially and otherwise, after you pass away. However, a will must meet certain requirements for it to be considered valid by the courts. Under Fla. Stat. Sec. 732.502, a valid will in...

Wills and trusts will make up the bulk of your estate, specifying how, when, and in what amount your assets will be distributed. But for some, merely laying out the schematics of their asset distribution doesn’t go far enough to explain why they’ve created their...

Becoming a new parent is an exciting time. One concern many new Florida parents often have is who would take care of their child if something happened to them. A guardianship is a common solution. If a child’s parent’s die before the child reaches the age of 18, a...

Conscientious Florida residents who want to make sure they protect their loved ones create an estate plan. When they draft a will, its contents are based on the circumstances at the time. For example, if they do not have children, they do not need to account for them...

You love your family, which is why you want to create an estate plan that provides for them as you see fit. But you might have hesitations about how to leave those assets to your loved ones, especially if one of your family members has a demonstrated history of money...