The Latest from Our Firm

April 26, 2021

Medicaid Planning

As medical technologies continue to extend our lives longer than ever before, the need for long-term care has reached a fever pitch in our country. Millions of Americans rely on Medicaid to help afford the costs related to such care. This strain on the system has forced the government to enact more stringent requirements for […]

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April 19, 2021

The Benefits of Hiring an Estate Planning Attorney vs a DIY Estate Kit

In the age of online access to court records and background checks, seeing the option to download an estate planning packet or will kit may seem the quickest, easiest, and cheapest way to protect your beneficiaries when you die. And on the surface, this may appear true, but for families that go this route, many […]

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April 12, 2021

Estate Planning: Will My Documents be Valid in Another State or Should I Update Them?

If you are moving to Florida or relocating to a new state, there are many items on your to-do list. Packing, changing car titles, scheduling your moving truck, and many other essential details on your checklist. But, is your estate plan on there too? While moving to a new state doesn’t automatically mean you have […]

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April 5, 2021

Probate: When You Don’t Need It, When You Do, and What to Expect.

Even though probate is a standard legal process in Florida, formally transferring assets from a deceased loved one to their beneficiaries can be complex. A frequent question that many families ask is if probate is always necessary or can they take care of the decedent’s property and estate assets on their own. The answer is […]

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February 12, 2021

Do I Need to Set Up a Trust?

The most basic estate planning option is a will since it can cover everything from guardianship designations to the distribution of your overall estate. Yet, wills are not always the most ideal solution when planning for your estate. One main reason that a will may not be ideal is because in order to rely on […]

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February 8, 2021

Do I Need a Will if I Have No Property?

Many people hear the word “estate” and imagine lavish homes or significant wealth. The reality is that when planning for your estate, the property you may consider insignificant is often an underestimation on your part. Before you decide you don’t need a will and assume you have no real property, consider the following information first […]

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January 21, 2021

When Should You Start an Estate Plan in Florida?

If you haven’t begun considering what will happen to your estate after death, the time is now to do so. This question is not only critical to ask yourself throughout different life stages but requires a commitment to creating and maintaining an estate plan to protect your loved ones and assets in the event of […]

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January 16, 2021

What is the Purpose of Probate?

It is a common assumption that a will guarantees a loved one will receive their share of an estate with little issue. Unfortunately, this is not the reality in Florida. If you pass away, with or without a will, it will likely need to go through probate to be reviewed and ensure it complies with […]

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December 1, 2020

You’ve Been Appointed a Personal Representative- Now What?

As 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 […]

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November 23, 2020

What a Biden Presidency Means for Estate Planning in 2021

Currently, there is a significant potential for tax reform to occur under President-elect Biden and the Congress he will be working with during the next four years. Some of his proposed changes could have a drastic impact on estate planning practices and policies that focus on wealth transfer planning. In this article, we review some […]

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