We focus exclusively on Florida trust and estate law
When a person passes away in Florida, their will dictates who will inherit their assets. Some assets, such as retirement accounts, cannot be bequeathed in a will. Instead, the account passes on to whoever the owner names as a beneficiary. It is also wise to name an...
If you have ever thought about what might happen once you’re no longer around, you’re not alone. Creating a Florida estate plan is a good way to prepare and protect your property and heirs. These are some facts you should know about estate planning. It’s for everyone...
Trusts form an important part of Florida estate planning, and many people choose them to avoid the type of challenges commonly made against wills. However, certain circumstances do allow you to contest a trust. Mismanagement by the trustee One of the most important...
Most people thinking about writing a will likely focus on what assets to leave to specific beneficiaries. However, some might have assets that require special consideration, so devising an irrevocable trust might be preferable. The trust could give the grantor more...
When you are creating or updating your estate plan, it is important to pay attention to your beneficiary designations to avoid any potential issues, such as your estate being distributed in a way that you don't want. The first step, however, is to understand what a...
A will is a critical estate planning tool in Florida. It helps you govern how your loved ones inherit your hard-earned assets after you pass. You can also use it to choose a guardian who will care for your minor children in case something happens to you. However, just...
A property owner in Florida transfers a deed after buying or selling a house and transferring its ownership. The grantor of a trust may want to include land or property in an agreement. There are certain steps for transferring a house's title into a trust agreement....
All Florida adults should consider crating an estate plan to protect their future. Advance directives should be part of their efforts. Advance directives explained An advance directive is sometimes referred to as a living will. It is a legal document that’s included...
Death can leave a lot of unanswered questions for Florida families. The process of transferring assets and belongings can be difficult for many, especially as bill collectors come calling. There’s no easy answer to what happens to debt after someone dies. A lot of it...
Estate planning allows assets to transfer to beneficiaries after the owner passes away. Estates without proper plans go through the probate process and face extra taxes and court fees. Florida allows assets in a revocable trust, transfer on death or joint title to...