South Florida Estate Planning News

What questions should you ask your Florida estate planning attorney in 2022?

Planning an estate may seem overwhelming or challenging, but doesn’t need to be. Estate planning is not just for after your life, but for during your life as well.  Estate plans include guidance to your families if you become sick or incapacitated, or even just traveling!  Whatever the case may be, using a state-licensed, knowledgeable…

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How Does The Probate Process Work In Florida?

If you have lost a loved one in Florida, it’s important to understand how the probate process works. Probate is the legal process of identifying and gathering the assets of a deceased person and then transferring assets to their beneficiaries.  If  someone dies intestate, without a will, their things will go to their family based…

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Are “Unequal Inheritances” inherently unfair?

Not all adult children are always treated equally upon their parent’s passing. Quite often I’m asked the question regarding the best way to leave children an unequal inheritance (unequal portions of an estate).  It isn’t always a question of an unequal inheritance; sometimes it is a question of what is fair. If you plan to…

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What Is A Personal Representative And How Should I Choose One?

If you’re working on your estate plan, one of the most important steps is determining who will be the Personal Representative (Executor) of your estate. It’s an important choice – maybe you’ve read stories of some Personal Representatives behaving badly and wish to avoid that. You don’t want to make a mistake that would cause…

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13 Estate Planning Terms You Need to Know

Estate planning is not just for the wealthy, it is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes so you can pass more wealth onto your family members, and stating how and to whom you would like to pass your estate on to when you pass away.

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What Happens If You Die Without A Will In Florida?

In Florida, if a person dies without a will, their property will then pass on to their nearest relatives through the Florida intestate laws. These laws outline a strict formula that judges use to distribute the assets of the deceased to their family members. This is done to help avoid a situation where the assets…

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Different Types Of Florida Trusts And When You Might Need Them

A trust is a legal document that can be created during a person’s lifetime and survive upon that person’s death. There are several types of trusts that can be established based upon that person’s needs or the needs of their surviving heirs. Understanding the different types of trusts and their uses may help you determine…

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When Should You Start Estate Planning?

Contrary to popular belief, Estate Planning isn’t about who gets your stuff when you die.  Yes, many times we often worry about what will happen to our assets and wonder who will get them.   While this question is not fun to think about, it is an essential one to ask yourself at different points…

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Make Your New Year’s Resolution Early…

An “Estate Plan” contrary to popular belief, is not necessarily for those with mega millions. Anyone from an Uber driver to the Uber wealthy need to make sure those they love are able to access needed information if you are temporarily or permanently incapacitated or have passed.

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How to Protect Your Family’s Financial Risk

Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments.  Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.

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