Recent Blog Posts
What Is A Lady Bird Deed In Florida, And How Can It Help Your Family?
One of the most common concerns for senior homeowners is how to pass that home to their heirs in a way that avoids probate and saves court and taxes for their loved ones. In Florida, one tool available for estate planners is the “Lady Bird Deed,” a unique property deed that allows a grantor… Read More »
Is A Handwritten Will Valid In Florida?
Thinking about the idea of a will, to many, is a complex and even dreaded subject. Because it means dealing with what happens when we die, it can be tough to approach and discuss with our families and advisors. However, creating a will is a task where the alternative – dying without anything in… Read More »
When And Why To Avoid “Do It Yourself” Estate Planning Services
You may have heard about various companies that promise to deliver legal services for a fraction of the cost of full-time attorneys. “Alternative Legal Service Providers” (“ALSPs”) may be advertised on television or sent straight to your email inbox. These offers are enticing because they promise to help you with much-needed tasks such as… Read More »
5 Common Estate Planning Mistakes And How To Avoid Them
Estate planning can be a confusing and challenging process for anyone. This involves setting goals for your well-being – physically and financially – and for your family after you pass on. Adding to the confusion can be the various “dos and don’ts” involved or advice you hear from friends and family. Along with sound… Read More »
Business Succession And Estate Planning: How Can They Work Together?
Planning for succession in any business is one of the most critical decisions a business owner can make. The sustainability of a business in the future depends on decisions that are made now, and some of those decisions include questions such as: Will the business be viable beyond the lifetimes of the current owners?… Read More »
Estate Planning For Millennials: What Younger Adults Should Know About Planning For The Future
Estate planning seems like a far-off concept for those in their 20s and 30s, still trying to build their lives and careers. Creating a will, distributing assets, and planning for guardianships seem like responsibilities for senior citizens, not those with TikTok accounts. Most people under 40 may not feel they have enough property or… Read More »
How To Talk About Estate Planning With Your Parents
As you and your parents get older, you might start thinking about estate planning issues that could be needed in the future. Or, perhaps, neither you nor your parents have thought about those issues at all. Either way, there is no avoiding the inevitability of the aging process and death and the need to… Read More »
Alzheimer’s And Dementia Issues In Estate Planning
Alzheimer’s and other forms of dementia are more common than most of us think. Currently, over 6.5 million Americans have Alzheimer’s and related types of dementia. These are most common among those over 65 years old, but over 200,000 people under 65 in the U.S. also experience dementia or Alzheimer’s disease. As people continue… Read More »
Overview Of The Probate Process In Florida
Generally, probate is a court-supervised process for identifying and distributing the deceased’s assets to their beneficiaries. This also involves identifying debts or creditors and paying those claims if they exist. Probate can be confusing, stressful, and time-consuming for those involved, especially if the deceased has no estate planning in place. Some of the main… Read More »
Preparing A Will In Florida: 5 Things To Know
You aren’t alone if you don’t have a will or don’t think you need one. According to one recent study, about 60% of Americans don’t have a will. Most people without a will believe they don’t have an “estate” to plan for or have simply put off planning for end-of-life issues. Admittedly, it is… Read More »