The Latest from Our Firm

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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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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