Wills and their Importance

Wills are an important part of everyone’s planning.   They are easy to prepare. And they are simple to revise. Once made, you have outlined how your assets should be distributed. But without one, you may be leaving it to chance. Florida, like all States, has something called “intestacy” laws. These laws outline how assets are … Read more

Estate Planning for the New Year

It's officially a new year, and that's a good time to do some estate planning.

It’s officially a new year, and that’s a good time to do some estate planning. Consider it part of your early Spring cleaning. However, instead of cleaning out the old closets, you’re cleaning up what happens when you pass away. If you already have a will, start by making sure you know where it is … Read more

Understanding Probate

In Florida, there are two primary kinds of probate proceedings.

Probate cases involve the handling of a loved one’s assets after he or she passes away. In Florida, there are two primary kinds of probate proceedings. They include summary probates, which is a quicker process for smaller estates. And formal probates, which are more involved and require the use of a personal representative. Summary probates … Read more

Wills versus Trusts — A Primer

Summary Probates Offer a Much Faster Alternative

Many people come to our office with questions about whether they should have a will versus a trust. It’s important to know the distinctions between them. The biggest difference is based on when they take effect: wills do not become effective until the person who wrote the will (commonly called the testator) has passed away. … Read more