August is National Make-A-Will Month
It’s not too late. The National Make-A-Will Month initiative was designed to reduce the stigma around creating and maintaining estate...
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...
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...
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....
Residency matters
Where you live and work matters for estate planning! Where your personal representatives, trustees, and beneficiaries live and work also...
Probate Assets
Common scenario: “No one wants Grandpa’s watch, car, or golf clubs. Can’t we just give them away or sell them?”...
Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
Help out your loved ones
Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...
Red File; Do you know what it is and do you have one?
Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...