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What Happens if a Will is Invalidated?

Posted on February 9, 2024

After a loved one dies, their Personal Representative submits a copy of the Decedent’s Will to the county Probate Court. After this happens, the Decedent’s spouse, children, or beneficiaries have three months to contest the Will if they believe either the whole Will or parts of it are invalid. While proving a Will invalid is […]

My Parent is Incapacitated. Can I Get Power of Attorney for Their Medical Care?

Posted on January 10, 2024

Your parents raised you and took care of you when you needed them. Now, the tables have turned; they need you to care for them. This role reversal is difficult for everyone involved. In a perfect world, your parents would have created a Designation of Healthcare Surrogate and Advance Directive to plan for this situation, […]

I Was Named a Personal Representative in a Will. What Does This Mean?

Posted on December 11, 2023

Acting as Personal Representative of a decedent’s (person who has passed away) Estate involves a significant time commitment, attention to detail, and, in some cases, handling conflicts between Heirs and Beneficiaries. There are two ways to be named as a Personal Representative: you could be named in a Last Will and Testament for someone (usually […]

Estate Plan Considerations When a Loved One Has an Addiction

Posted on November 21, 2023

When our children are born, we all have hopes and dreams for their future, Will they become a doctor? A teacher? A famous musician? Unfortunately, this is not always the case. Many people struggle with different forms of addictions. Having a child addicted to drugs is no parent’s desire, but sadly – it happens. We […]

How to Choose the Right Trustees for Your Trust

Posted on October 10, 2023

Firstly, congratulations on creating an estate plan – it’s a task that many people delay or avoid. Moving your assets into a Revocable Trust is one of the most efficient and effective ways to maintain control of your assets during your lifetime, while privately and seamlessly transitioning them to your beneficiaries after you’re gone. When […]

Estate Planning for Same-Sex Couples

Posted on September 28, 2023

In 2015, the Supreme Court legalized same-sex marriage throughout the nation, giving same-sex couples the same legal rights and privileges as heterosexual couples. Even with these rights, there are some situations involving children that are inherently more complicated with same-sex couples than heterosexual couples. When it comes to estate planning, there are five key documents […]

Can I Benefit from a Generation Skipping Trust?

Posted on August 11, 2023

A Generation Skipping Trust (“GST Trust”) can be a strategic tool for high net-worth families to pass assets on to future generations while minimizing or, in some cases, eliminating transfer taxes. In a typical non-GST Trust, the Grantor establishes their children as the beneficiaries. This is not always ideal because when the assets pass from […]

I Have No Spouse or Children. Do I Really Need a Will?

Posted on July 13, 2023

Many people believe that they don’t need a Will if they don’t have a spouse or children. Even if you don’t have any dependents or heirs, you may still want the people or organizations of your choice to inherit your assets and possessions rather than the state deciding how to distribute them. If you die […]

How Do I End a Guardianship?

Posted on June 14, 2023

Guardianships are created to allow a trusted adult to take care of the health and financial needs of someone who is unable to do so for themselves and lacks other alternatives, such as a Trust or Healthcare Proxy. In Florida, a Guardianship can be established for either an adult with physical or mental disabilities or […]

Is a Dynasty Trust Right for Me?

Posted on May 10, 2023

Establishing a Dynasty trust in Florida is one of the best ways for high-net-worth families to preserve wealth for future generations. A Dynasty trust allows a Grantor (the person who sets up the trust) to place assets in the Trust that can pass on to future generations while minimizing taxes and the risk of losing […]

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