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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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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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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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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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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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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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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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 […]
read more 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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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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