The Law is not One-Size Fits All
As you probably know, each state is governed by its own set of laws. This is particularly important to remember...
Life’s Legal Moments
If you are questioning whether or not you need an attorney, you may want to visit this newly formed Florida...
Original wills must be filed with the Court
Under Florida law, the decedent’s original Last Will and Testament must be filed with the Court with jurisdiction, within 10...
Co-Trustees and Co-Personal Representatives
Clients often face the dilemma of selecting just one Trustee or Personal Representative. Usually, this is a difficult decision because...
Trust or Estate? They’re not the same thing
Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All assets owned individually or jointly...
What is the Creditor’s period?
Florida law requires a formal probate for an Estate with assets over $75,000.00. Formal probate includes filing a Notice to...
Estate planning is not “One Size Fits All”
You may be thinking “I just need a simple will.” While it sounds convenient, usually this is not the client’s...
Complete the Strategy!
Many wealth management and estate planning strategies are at least two-pronged and require the Client to take action on all...
What is a fiduciary?
Florida law has many statutes discussing who constitutes a fiduciary and the requirements of the role. Essentially, a fiduciary is...
Choosing a Personal Representative for your estate
Many clients want to select a Personal Representative (Executor if you are in other states) based on feelings or sentimentality....