What is Included in a Basic Estate Plan?
Feb 20, 2020
A basic estate plan is more than just a Will, though having a Will is an important component and essential to an estate plan. So here are the basics: 1. Will – the document that determines who gets wh...
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What is a Revocable Trust?
Feb 20, 2020
The Revocable Trust is the most common trust used in estate planning. The Trust is created by the Grantor or Settlor, who will likely choose to serve as the initial Trustee of the Trust. The Trustee i...
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What is a Lady Bird Deed?
Feb 20, 2020
In Florida, a Lady Bird deed is an estate planning tool used which can be used to avoid the probate of real property. The property is immediately transferred to the beneficial owner, a.k.a. remainderm...
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What is a Designation of Healthcare Surrogate?
Feb 20, 2020
A designation of health care surrogate allows you to designate an agent to make medical and health care decisions on your behalf. The document must be signed by you in the presence of two subscribing ...
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What is a Florida Living Will?
Feb 20, 2020
A living will in Florida is a declaration regarding life sustaining procedures. Any competent adult may, at any time, make a living will or written declaration and direct the • providing, • withholdin...
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What is a Durable Power of Attorney?
Feb 20, 2020
Many people think that estate planning is something that should be done if you have a lot of money or are close to death. This is not true! Everyone needs an estate plan regardless of their age or wea...
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How are Wills Executed in Florida?
Feb 20, 2020
Florida is pretty particular when it comes to the execution of testamentary documents. If a Florida will is not executed with certain formalities, it may be deemed invalid, which means the testator wi...
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Can You Avoid Probate without a Trust?
Feb 20, 2020
Many people want to avoid a potentially costly and lengthy probate process for the beneficiaries of their estate, but don’t want to create a trust, transfer assets, and manage the trust. Often a clien...
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Are Revocable Trusts Public Record?
Feb 20, 2020
Trusts are not public record, and for some, privacy is a key consideration when creating a trust. Unlike a last will and testament, a revocable trust does not get deposited with the probate court in t...
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4 Things You Should Do Immediately Following a Car Accident
Feb 20, 2020
We’ve boiled down the action steps you need to take following a car accident to protect your interests. 1. Call the police. The other driver may ask that you handle the accident without the police, th...
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