South Florida Estate Planning News
Recent Posts and Articles
When a Spouse Dies: Legal and Financial Steps for Florida Trusts and Estates
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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Is Probate Private?
We all have a nosy neighbor, like Nellie. Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor…
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Help! This Probate Is Taking Forever!
When Sarah’s dad passed away, she thought things would be simple. Her dad had a will, and Sarah and her brother were the only kids. She figured they’d take care of some paperwork, pay off a few bills, and be done in a few months. But months later, Sarah found…
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Estate Planning Ideas: National Ice Cream Month
Avoiding Probate is the Cherry on Top of your Estate Plan It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for…
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Probate Nightmares
Come join me at the Broward County Library for my presentation on probate nightmares. You will learn how to protect your money, your loved ones, and yourself by planning ahead and avoiding stressful, costly struggles with probate. I use celebrities as examples and it is a fun and informative hour.…
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Elder Law Conference
Last week, our associate attorney, Demi Lamas, Esq., had the opportunity to attend the Florida Council of Aging’s Annual Florida Conference on Aging in Orlando, Florida. During the event, Demi connected with a variety of professionals dedicated to supporting and caring for the elderly community across the state. We’re proud…
Read More What to do After a Loved One Dies
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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What You Can Learn from the Leno Conservatorship Proceedings
Here are key lessons from the Lenos’ experience: 1. Spouses Can’t Automatically Step In: Many believe that being married means their spouse can automatically manage their finances or healthcare decisions if they become incapacitated. This isn’t true. After turning 18, no one, not even a spouse, can manage these affairs without prior consent (through estate planning documents) or court involvement.
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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…
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Single? You Still Need an Estate Plan
Estate planning is just as important for single people as it is for couples and families. Estate planning allows you to ensure that your property will go to the people you want, in the way you want, and when you want. If you do not have an estate plan, the state will decide who gets your property and who will make decisions for you should you become incapacitated, and these aren’t necessarily the choices you would have wanted. Contact me at 954-515-0101 to find out what estate planning documents you need to assure your wishes will be carried out and those you care about will be protected.
Read MoreGet The Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
