A quote often attributed to Benjamin Franklin is that the only sure things in life are death and taxes. As this blog has discussed previously, there are multiple responsibilities involved in being the personal representative for someone's estate. Along with dealing...
Firm News
As we have discussed before, "undue influence" is one of the most common allegations when people contest a will in Florida. Because of this, both the legislature and the state supreme court have weighed in on the issue at various times. Below is a very brief...
This blog has covered various forms of estate planning that Florida residents may want to consider. Between wills and trusts and insurance policies, there can sometimes seem like a lot of information to sift through. Along with those general categories are also some...
As has been pointed out previously, the use of trusts as a tool for estate planning purposes has been on the rise over the last few decades, both in Florida and the United States as a whole. The flexibility and protection that a properly drafted trust instrument can...
About a month ago, this blog reported on the passing of professional guardianship reform by the Florida Legislature. While this is certainly good news for those dealing with the adult guardianship system, it will not end all issues that a Floridian may have when it...
When many people think about wills, probate, or the administration of someone's estate, they typically think about what property has been left and the beneficiaries to whom it has been bequeathed. However, as this blog has touched on before, in the context of a...
This space has discussed several times the way wills can be used as a part of a comprehensive estate plan. We have touched on the reasons the will document should be specific in its bequests and some of the language that can be used to give voice to a clear intent of...
Powers of attorney can be very useful tools in creating a comprehensive estate plan. As this blog has previously touched on, a durable power of attorney can help ensure that someone you trust has authority to act on your behalf if you cannot. Generally speaking, a...
When most people think about trusts, they may picture young people sipping drinks on a yacht discussing the amounts their parents allow them to take from their trust funds. While it is possible that some trust beneficiaries fit this image, trusts can be used for a...
This blog has previously reported on the attempts to reform the professional guardianship process for adults in the state of Florida. Recently, at least some part of that goal has come closer to fruition. In late April the Florida Senate passed, by unanimous vote, a...
