A lot of small business owners like to keep things informal. Instead of wearing a business suit to work, they might be more likely to show up in jeans. They likely spend a lot of time working alongside their employees rather than staying inside their private office...
5 things you need to know about creating medical directives
Your estate plan must go beyond addressing money and assets. An effective estate plan also should have advance medical directives, which include important legal documents related to the medical care you will or will not accept. Granted, it may make you uneasy to...
Administering a will to the right people in Florida
Many people are uncertain about what happens to their property and assets after death. In Florida, contestation of a will by individuals who believe they should receive portions of an estate when they should not is typical. The law determines the specific types of...
The basics of beneficiary designations in Florida
When estate planning, it is important to pay attention to beneficiary designations, which determine who will receive your assets when you die. This is often one of the most overlooked aspects of estate planning, but it can be one of the most important. What are...
What constitutes ‘undue influence’ over an estate?
Grieving the loss of a loved one is difficult. Regardless of whether you were ready for their death, trying to cope with a new sense of loss can be challenging. It can feel like an unexpected blow when you discover their estate plan is not what you expected. As you...
What is a special needs trust, and how does it work?
Many Florida residents have family members who are disabled. If you are one of them, you might want to consider creating a special needs trust for your loved one. What is a special needs trust? A special needs trust is a legal arrangement that allows a person with...
How your will should change after remarriage and stepchildren
Upon remarriage, an astute person knows that this represents one of the many times to update a will as part of an estate plan. Remarriage is a life change that signals the need to revise your will. Other times include the birth of a child, divorce, death of a...
Who should be the executor of your estate?
Estate planning is a serious decision that everyone should consider. Despite how important it is, less than 60% of Americans have an estate plan. Part of estate planning includes deciding who will act as your estate administrator. Estate administration is a serious...
Talking to loved ones about estate planning
The loss of a parent can be a traumatic experience, and it can be even more stressful if you aren't sure how to settle their affairs. If your parent lacks a will or trust, their estate will likely be distributed per Florida intestacy laws. If your parent does have...