You probably store financial information or other vital data on your computer, a hard drive or perhaps in a digital cloud. With passwords and other security, you may feel good about keeping your data secure. But after your death, your estate executor may need that...
Firm News
What should an estate plan include for a second marriage?
Most people go into marriage assuming that theirs will last, but there are times when divorce is the best solution. Second marriages are very common, but they bring with them issues related to blending families and estate planning. If you already had an estate plan in...
Ancillary probate: How to reduce costs for your family
Do you live in a Florida home for part of the year but have residency in another state? If so, the administration of your estate may become expensive and complex upon your death. Family members and your personal representative might have to pay additional fees and...
Why is time important for an executor?
As you choose someone to be the executor of your estate, you probably are thinking of the various qualities your pick should have. People want their executors to be loyal, ready to carry out their wishes, and also capable of handling the tasks of the position. In...
What should I know about a qualified income trust?
If you anticipate that someday you or a family member will need coverage for costs such as nursing home expenses, you should take a look at your income. You may not earn enough to pay for your long term care but your income is too high to qualify for Medicaid. This...
Estate planning myths you should understand
Although you might not realize it, you need an estate plan. This plan covers everything from your long-term care to what you want to happen after you die. Unfortunately, there are a lot of myths that surround this process. Only the ultra-rich need an estate plan You...
Removing the Florida estate tax lien
If you are the personal representative of your loved one's estate, there are many issues you need to take into consideration. You likely need to think about the distribution of assets among beneficiaries and could have to take other inheritance-related matters into...
Understanding intestate succession in Florida
Losing a loved one in Florida is rarely easy, yet for the impacted by such a loss, the decedent's passing typically brings some degree of finality. They view their family member or friend's death as the end of their physical suffering, and as offering them the chance...
Is this a sign of undue influence?
When dealing with an elderly loved one, you have extra hurdles and potential obstacles to handle if they have memory issues. This is even more true if any members of your family or loved ones might take advantage of it to meet their own goals. Still, if an individual...
How should you organize your estate plan review?
Experts suggest you review your estate plan every few years. This may seem like a long time, but in reality, an estate plan review is often a daunting and time-consuming project. If you are starting on your estate plan review, you may want to prioritize things. This...
