Do I need a will, a trust, or both?
May 22, 2024
If you die without a will it is known as dying intestate. While many believe that their close family members "know what they want", it doesn’t necessarily go your way without a valid will. Instead, th...
See Full Guide
Can I use AI to draft my own will?
May 22, 2024
You might be curious about using artificial intelligence "AI" or platforms such as Legal Zoom, Rocket Lawyer, or similar online services to write the plan for you. While these tools are accessible and...
See Full Guide
What age do we need to worry about estate plans?
May 22, 2024
If you are an adult in the United States, you need to have some sort of estate planning in place. You want to make sure that if you have an injury or disability, your family can speak on your behalf w...
See Full Guide
Estate Planning Checklist for Newlyweds
May 22, 2024
As June wedding season is nearing, as an Estate Planning Attorney, I have developed a list of information and documents that many brides forget to include in planning their wedding. Durable Powers of ...
See Full Guide
8 Estate Plan reasons to give unequal gifts and inheritances to your children
May 22, 2024
Not all adult children are always treated equally upon their parent’s passing. Many people wish to leave children an unequal portion of their assets. It isn’t always a question of an unequal inheritan...
See Full Guide
What is Probate? A Florida Guide
Oct 03, 2018
Many people often ask our office "What is Probate?" This guide will simply explain the What, Why and How of the Probate process in Florida. What is Probate? When someone dies in Florida, the law requi...
See Full Guide
Life Estates as a Medicaid Strategy
Oct 27, 2017
Can Mom buy a life estate in her children's home in order to "spend-down" her assets in order to qualify for Medicaid? What is a Life Estate? Basically, a life estate is a right to live in a home for ...
See Full Guide
Why do I need a Will?
Aug 07, 2017
This guide will answer the questions as to whether an individual would need an estate plan and why even those with modest estates need a will. Why do I need a Will in Florida? Many people do not belie...
See Full Guide
What is a Revocable Trust? A Guide for Florida Residents
Aug 07, 2017
This guide will provide you with information to distinguish a Revocable Trust from other Estate Planning techniques and ways to possibly avoid probate. What is a Revocable Trust? The revocable, or "li...
See Full Guide