Coral Springs Trust Administration Lawyers

September 3, 2019

The Fiduciary Duty of an Executor During Probate

The executor of a will, also known as the personal representative, has certain responsibilities during the probate process. The individual drafting a will is the person who names the executor. The executor’s most important duty is to ensure that a decedent’s will is administered properly and that assets are distributed in accordance with the will’s terms.

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October Has Arrived!  So has Estate Planning Awareness Week.
October 3, 2019

October Has Arrived!  So has Estate Planning Awareness Week.

For many the month of October brings to mind Halloween or haunted theme park adventures, scary movies, fall weather and pumpkin spice everything.  Yet, what most don’t know is that one week in October has been designated by a House Resolution as National Estate Planning Awareness Week (starts October 21st).  Even Congress has recognized the […]

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January 22, 2020

Estate Planning 101

WHAT IS ESTATE PLANNING? Estate planning is the process of planning ahead for the management of your assets in the event that you become incapacitated or for the management and/or distribution of your assets after you pass away. The most popular planning devices are going to be the last will and testament (“a will”) and […]

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February 17, 2020

The SECURE Act: What to Know and How It Will Affect Your Estate Planning.

What is the SECURE Act? The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed by President Donald Trump on December 20, 2019 to address some fundamental aspects of the retirement savings system. The Act is considered to be one of the most impactful pieces of legislation affecting retirement accounts in decades. […]

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March 19, 2020

What Documents Are In An Estate Plan?

Estate planning is the process of planning ahead for how your assets will be managed in the event of your own incapacity or death.  When it comes to estate planning, no one plan fits all – each person has their own unique goals in mind and their plan should be tailored to their specific objectives. […]

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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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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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