Estate administration in Florida puts a lot of responsibility on the personal representative or executor of the estate. They have to locate and review estate planning documents. They have to secure and value estate resources. Once they have fulfilled all of the...
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Estate Administration
What should you know about trusts?
People who are setting up an estate plan have a lot to consider. These plans need to detail end-of-life care plans, and they also need to provide instructions for how to handle assets after the creator passes away. If you’re creating an estate plan, you should...
How can people protect their assets while estate planning?
Estate planning can be a very simple or a relatively complex process. Someone's circumstances and personal goals influence how many different documents they require and how complex their estate plan could become. Those with valuable property in their names often worry...
Risks personal representatives face during probate proceedings
The personal representative or executor of a Florida state has a variety of responsibilities to fulfill. They usually have to manage estate matters for over a year. The probate process can be quite complex, and those overseeing the estate of another person may even...
Why some Florida trustors choose to hire professional fiduciaries
Creating a trust gives someone protection from creditor activity and greater control over their legacy. Trusts can help people qualify for long-term care benefits later in life and prevent their family members from fighting over their inheritances after they die....
3 kinds of taxes that could diminish the impact of an estate
Every person has their own unique goals in mind when they start developing an estate plan. For some people, the most important consideration is ensuring adequate protection for their children or other loved ones. For others, establishing a charitable legacy might be a...
What does a Florida Lady Bird deed mean for an estate plan?
Estate planning is a complex process in part because every family has different needs. There are numerous different documents that can help people in a variety of different circumstances protect themselves, establish a meaningful legacy and provide support for their...
What are the witness requirements for a Florida will?
A will is perhaps the most popular testamentary document. Floridians can draft a will to name a guardian for their children or to outline who should inherit their property after their passing. Given the legal and financial impact a will could have, there are some...
4 common misconceptions about estate planning
Many people get spooked by the concept of estate planning mainly because they don’t want to think about their end-of-life planning. But this isn’t the only reason people overlook estate planning. Other people are convinced that only the super-rich should plan their...
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