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Wills, Trusts & Probate


Articles in this category:

Is Silence Golden? The Case for Sharing Your Estate Plan
Is Silence Golden? The Case for Sharing Your Estate Plan Tue, Dec 06, 2022 The holidays are here.  A time for family, for friends, and for gathering around the table to feast.  But what would a gathering be without certain taboo topics?  No, not politics.  I’m talking about inheritance and estate planning.  Who is in the Wi... Read More

Using Beneficiary Designations to Avoid Probate
Using Beneficiary Designations to Avoid Probate Fri, Oct 21, 2022 When it comes to estate planning, the primary goal of most clients is to eliminate the need for probate.  Although a jack of all trades, probate is primarily a court proceeding designed to lawfully transfer certain assets previously owned by a deceas... Read More

The Intersection of Probate and Wrongful Death Claims
The Intersection of Probate and Wrongful Death Claims Mon, Jun 06, 2022 Under Florida law, a personal representative (sometimes referred to as an “executor”) has a duty to pursue a wrongful death action on behalf of the decedent’s estate and the decedent’s survivors. There are two key takeaways from this edict. Read More

Is the Gift Valid?
Is the Gift Valid? Thu, Jun 11, 2020 It is not uncommon for me to come across clients who claim that family members wrongfully received property from a loved one prior to their passing. This “gift” often contravenes provisions founds within a decedent’s Last Will and Testament. An exa... Read More

Fraudulent Marriages and Post-Death Challenges
Fraudulent Marriages and Post-Death Challenges Tue, Jan 28, 2020 Family members can become vulnerable. This can be hard to accept, but oftentimes those we love fall ill or otherwise reach an advanced age where their mental capacities are diminished. They do not recognize that they may be a target for someone who... Read More

Testing for Testamentary Capacity
Testing for Testamentary Capacity Wed, Dec 11, 2019 Florida law requires that a person be of “sound mind” in order to make a Will. This is also known as having “testamentary capacity.” Read More

Who Can Serve as Personal Representative?
Who Can Serve as Personal Representative? Wed, Jun 05, 2019 The personal representative, sometimes referred to as executor, is the person appointed by the court to be in charge of the administration of a deceased person’s probate estate. Read More

Valentine’s Day is a celebration of love and affection.
Valentine’s Day is a celebration of love and affection. Tue, Feb 13, 2018 Valentine’s Day is a celebration of love and affection. Many individuals show their love and affection by purchasing flowers, candy, or even a slab of beef pounded into the shape of a heart. Read More

When is the Right Time for Estate Planning?
When is the Right Time for Estate Planning? Thu, May 18, 2017 It may be an overused cliche, but there truly is no time like the present when it comes getting necessary estate planning documents in place. So often the typical client that seeks out an attorney for a Will, Trust, or other commonly utilized documen... Read More