Did you know that if you predecease your minor child(ren) without an adequate Estate Plan that avoids Probate, a court-administered process called a Guardianship will be needed for assets that are to be distributed to a minor child(ren) depending...
Read moreLife Estate Deeds Can be Useful – But Not Always
While a properly drafted life estate Deed can be a practical vehicle to avoid Probate in certain situations, it is generally not advisable if you have minor children since they cannot own real estate, nor is it advisable if there is a mortgage on...
Read moreAvoiding Probate After the Death of a Loved One
While most people aren’t familiar with the oftentimes long and costly process of a Florida Probate, we’re here to help you avoid it with proper estate planning (remember: everyone has an estate – this refers to all the money and property owned by...
Read moreFREE EMERGENCY ESTATE PLAN FOR OUR TRI-COUNTY HEROES
In appreciation for the courageous work our first responders are doing, we are offering a FREE Emergency Estate Plan to those working on the front lines during the present pandemic in Miami-Dade, Broward and Palm Beach counties. In...
Read moreCOVID-19: STAY WELL WHILE SECURING YOUR ESTATE PLAN
Most of us are concerned about COVID-19:: As of April 15, 2020, there are 22,081 confirmed cases of coronavirus (COVID-19) in Florida https://floridahealthcovid19.gov/, the World Health Organization (WHO) states there are 1,914,916 cases...
Read morePRENUPTIAL AGREEMENT: PROTECTION FOR PEOPLE ALL AGES
Although taking selfies with your partner is more romantic than signing a Prenuptial Agreement, Prenups are without a doubt more important for the protection of your financial future, for people of all ages. When considering a Prenuptial...
Read moreHOW A LIFE ESTATE DEED CAN HELP YOU AVOID PROBATE
A Revocable Living Trust can be used to effectively reduce if not avoid the need for the probate of an estate in Florida – provided that the Trust is adequately funded and that all the remaining assets in the estate carry independent beneficiary...
Read moreBEST PLACES TO SAFELY STORE YOUR ESTATE PLANNING DOCUMENTS
Once you decide to obtain an estate plan, one of the most important decisions that will need to be made after that, is where to store your Will, Trust, Durable Power of Attorney, Designation of Health Care Surrogate, Living Will and/or Deed(s). ...
Read moreDO I NEED A LAST WILL AND TESTAMENT?
You might. Or you might not. It depends. If you don’t have a Last Will and Testament when you die, Florida law will have, in essence, written a Will for you. Meaning, that if you die without a Last Will and Testament, Florida law will...
Read moreESTATES COME IN ALL SIZES
An estate is whatever a person owns when they die. Estates can be very small, very large, and all sizes in between. While Florida has no state estate taxes, the federal government currently allows each person upon death to pass $11.2 million...
Read moreOPTIONS FOR GIVING FLORIDA REAL ESTATE TO YOUR LOVED ONES
There are different options for leaving your Florida real estate to the person(s) you would like to receive your property during life or upon death. This article discusses six (6) different options: Lifetime Gift: Gifting real...
Read moreHOW CAN A REVOCABLE TRUST HELP YOU?
A Revocable Trust provides many potential benefits most of the time. Examples of some of the benefits of having a Trust include: Minimizing lawsuits. When a person dies with a Will only, that Will must be filed with the Clerk. Trusts, on the...
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