Florida Probate Attorney Blog

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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October 21, 2020

What Happens to an Inheritance in Florida If There Is No Will?

In 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 […]

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October 16, 2020

The Importance of Estate Planning in Florida

Even in death, our obligations to loved ones or businesses we controlled doesn’t end. When we pass, those we cared for, did business with, or lent philanthropic support will still need us. Planning your estate with these needs in mind can help you achieve the level of support those around us depend on despite our […]

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October 12, 2020

Top 10 Florida Medicaid Application Mistakes

When applying for Florida Medicaid to help pay for assisted living costs, submitting an accurate and truthful application is critical in determining eligibility. Below are the top ten mistakes that often lead to a denial of such benefits. #1 Out-dated or Inadequate Durable Powers of Attorney Documentation One of the top mistakes that many make […]

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October 9, 2020

A Simple Guide for Estate Administration in Florida

Knowing 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 […]

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How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance
August 26, 2020

Estate Planning with Minor Children

If you have minor children, several concerns arise in addition to the usual Florida estate planning issues. In case of death before they reach 18 years of age, it’s important you make some critical decisions regarding guardianship and how your assets will be managed for them. Though it seems overwhelming to some people, the results […]

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July 29, 2020

Estate Planning at a Glance

Estate planning is a sensitive subject that is surprisingly avoided on a large scale by adults at every income level. There are many reasons for the lack of action to enter the world of estate planning, but the bottom line is that for whatever reason too many people have not decided to take control of […]

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July 14, 2020

Estate Planning During a Pandemic: The New Normal

The seriousness of the COVID-19 pandemic has forced Americans to confront many issues they had previously put off because the topics are uncomfortable. Mortality has become a central concern, so estate planning has become a priority for many individuals who currently have no plan in place and face the prospect of their estate going through […]

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June 19, 2020

Why Should I Bother Planning to Protect My Medicaid Assets Now?

Most people put off planning for the cost of a nursing home or assisted living, believing they’ll never require long-term care or that they won’t need it for many years to come. However, if the situation arises or happens earlier than you expect, the high cost of long-term care can become a huge burden for […]

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