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When and How Should I Update My Will?
You may have committed a lot of thought, time, and energy toward establishing your Last Will and Testament document. So once it is squared…
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How Does a Dynasty Trust Work for Future Generations?
The type of trust you choose to establish may depend on your main points of concern and the outcome you wish to get out…
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What’s a Trustee Vs. Trust Protector?
It may be apparent to you that you must name a loved one as the beneficiary to inherit the funds within your established trust.…
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Why Should I Update My Estate Plan as a Baby Boomer?
If you are between the ages 60 and 78, you are part of the baby boomer generation. You may have been ahead of the…
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Who Pays My Debts When I Die?
According to the United States Department of Labor, approximately 77 percent of American households have at least some type of debt. If you are…
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How Can I Revoke or Cancel My Will?
You may have been productive in crafting and establishing a Last Will and Testament document well ahead of the curve. However, if you did…
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What Happens in Probate Court without a Will?
When your loved one sadly passes on, their executed estate plan may become active. This means that their appointed executor may pay off their…
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What Evidence Do I Need to Contest a Will?
When your loved one was still alive and in good health, they may have expressed certain wishes on how they would like their estate…
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What Happens to My Property if I Have No Living Relatives?
Sadly, if you die before getting around to establishing a valid and enforceable Last Will and Testament, you may be considered to have died…
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How Do I Remove an Executor for Misconduct?
Your loved one may have practiced good judgment when drafting and establishing their estate plan. However, due to unforeseeable circumstances, the individual they assigned…
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When Is Probate Litigation Necessary?
Your loved one may have drafted and established an estate plan during their lifetime so that you and your other family members would not…
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How Can My Estate Plan Protect My Assets from a Lawsuit?
As you may have learned from experience, life can be unpredictable sometimes. You may try to prepare for life’s unexpectedness as much as you…
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What Business Assets Do I Need to Protect in My Estate Plan?
You may have built your business from the ground up and seen it through to its current success. Given this adamant dedication to your…
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Am I Eligible for Medicaid Planning in Florida?
You may have spent most of your adult life saving for retirement and for your loved ones to receive a respectable inheritance when you…
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Who Is the Right Trustee for My Trust?
Arguably, choosing the right trustee to manage your trust is as important as naming the most appropriate beneficiaries to inherit its assets. Simply put,…
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Is My Will Made a Public Record?
Up until this point in time, you, your lawyer, and your witnesses may be the only individuals who have laid eyes on your Last…
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How Do I Deal with Personal Property in My Estate Plan?
When working on your estate plan, you may have addressed your big-ticket items straight away. That is, you may have already worked on retitling…
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How Does a Grantor Trust Work?
You may have heard the argument that establishing a trust is better than a last will simply for tax purposes. However, the Internal Revenue…
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How Do I Ensure My Stepchildren Get Inheritances?
Say that you are part of a blended family, in which you and/or your spouse were previously married and have children from those previous…
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Why Should I Transfer Ownership of My Home?
To this day, your home may be your most valuable possession, monetarily and sentimentally speaking. So you may be understandably hesitant, and better yet…
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Can I Disinherit My Spouse from My Estate?
You may have never pictured your marriage getting to a point where you start to consider seriously disinheriting your spouse from your estate. But…
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What Should I Learn During National Estate Planning Awareness Week?
National Estate Planning Awareness Week always occurs on the third week of October. In recognition of this week, this blog covers what you should…
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How Do I Pick the Guardian of My Minor Children?
You may hope you are a part of your children’s lives for a long time. However, you must prepare for a scenario where you…
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How Do I Complete an Advance Healthcare Directive?
Your health may be your number one priority, so you may remain mindful of every medical decision you make. Well, there may unfortunately come…
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Are All My Assets Handled By Probate?
When the time comes that you are unfortunately no longer around, your only hope may be that your loved ones are left to protect…
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What Does Funding a Living Trust Entail?
The one facet of a Last Will and Testament that appeals to many individuals is that it is generally easier, faster, and more affordable…
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Is My Will Valid from State to State?
As you may already assume, each state has its own, slightly unique estate laws. So if you move from one state to another, you…
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Who Is Eligible to Have an Estate Plan?
It never seems like an ideal time to think about a situation where you are sadly no longer around to oversee your assets and…
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Can a Trust Be a Retirement Account Beneficiary?
The funds within your retirement account may serve as a steady stream of income in the years following your exit from the workforce. Then,…
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What Is Different Between Will Planning and Estate Planning?
Many people are under the assumption that their estate planning starts and stops at the creation of their Last Will and Testament. However, you…
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What Is the Purpose of a Joint Will?
You may have joined your life with that of your partner through your marriage. Or, you may have made your commitment to them clear…
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Can I Make a Holographic Will in Florida?
A holographic will is a handwritten will that is not signed by you, the testator, nor witnessed or notarized by the appropriate third parties.…
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Is a Special Needs Trust Revocable or Irrevocable?
You may wish to somehow incorporate each of your loved ones into your estate plan. However, you may have to establish a unique set…
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What Is Different Between a Living Trust and a Will?
You may know that a living trust and a will are two of the most common estate planning documents to be established. But what…
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What Are Common Trust Mistakes to Avoid?
You may be tempted to use one of the online, do-it-yourself tools to create your trust. However, this specific estate planning document can be…
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Do Unmarried Couples Need Estate Plans?
It is a common misconception that estate plans are exclusively designated for older, married couples. As a matter of fact, it is strongly recommended…
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How Do I Do Estate Planning if I Have Dementia?
It is an unfortunate statistic that one-third of individuals who live past the age of 85 are expected to suffer from dementia. What’s worse,…
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Should I Make a Will for My Children?
You may not want to think about the day when you are no longer around to physically, emotionally, or financially care for your children.…
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When Can Beneficiaries Collect from Trust Funds?
It is a stereotype that beneficiaries of a trust get granted full access to its funds on their 18th birthday. However, there are many…
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What Are the Benefits to Placing My House in a Trust?
Many assume that the assets held within a trust only go as far as money. But you must understand the very viable option to…
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How Can an Irrevocable Living Trust Protect Me?
You can choose from a selection of several different trusts for your estate plan, all of which are advantageous in their own ways. One…
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What Are Ways to Minimize Estate Taxes?
Florida is viewed favorably for not imposing state estate taxes on its residents. This is in stark contrast to other states that enforce estate…
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What Makes Me Eligible to Become a Trustee?
You may be honored that your loved one has thought of you when appointing a trustee for their trust. With this, you may not…
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Can an Inherited IRA Be Protected from Creditors?
As the name suggests, an inherited Individual Retirement Account (IRA) is an account that consists of your beneficiary’s inheritance from the leftover funds in…
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What Does it Mean to Be Appointed Executor?
At some point in your life, you may have your loved one approach you with the request of serving as the executor of their…
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What Are Mistakes a Trustee Must Avoid?
The appointed trustee of your revocable or irrevocable trust must handle their role and responsibility with white gloves, so to speak. This is because…
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Why Might My Executor Fail to Communicate?
The individual you appoint as the executor of your last will and testament may be someone you trust enough to take on this great…
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Can I Leave a Trust Fund for My Niece or Nephew?
You may have had the privilege to form a special bond with your niece or nephew, along with having the financial means to support…
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How Many Witnesses Are Required for a Valid Will Execution?
Your whole purpose behind executing a last will and testament may be defeated if it is considered invalid and unenforceable in the eyes of…
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How Can I Amend My Will?
Upon establishing your last will, you may have felt confident in the decisions you made and the instructions you left behind. However, our firm…
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Who Can Take on the Role of Executor of My Estate?
Essentially, an executor is an individual who may take your assets upon your unfortunate passing, so as to eventually administer them to your designated…
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What Are the Advantages of a Revocable Living Trust?
In its simplest terms, a revocable living trust is an estate planning tool that allows you to protect your assets and transfer them to…
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How Is the Purpose of a Living Trust Misinterpreted?
You may have established a last will and testament and assume that this may serve as the extent of your estate planning. However, you…
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What Do I Look for when Selecting a Successor Trustee?
One of the most attractive benefits of a revocable living trust is that it gives you, the grantor, the capability to manage and modify…
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How Can I Help a Financially Vulnerable Adult Create an Estate Plan?
You would hope that your elder is surrounded by caregivers and family members who want nothing but to protect them. However, you still must…
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Can a Probate Court Invalidate My Will if I Write it on My Own?
Essentially, the main goal of your last will and testament is to ensure that your loved ones are financially supported at a time when…
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What Can I Do to Protect My Assets from Creditors?
Understandably so, you may not want any external party or factor to interfere with the promise you made to your beneficiaries; in that you…
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Why Should I Review My Estate Plan Before Traveling?
You may not want to taint the anticipation of your upcoming trip with morbid thoughts, such as the possibility of getting into a catastrophic…
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What Information Is Required in My Will?
A will is a certain estate planning document that allows you to express your wishes for how your assets are to be distributed, and…
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What Is the Gift Tax Limit?
As a Florida resident, you may not be subject to estate taxes or gift taxes. But if your lifetime gifts are significant enough, it…
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Do I Update My Estate Plan if I Move to Another State?
It should go without saying that any significant changes in your personal life, such as a move to another state, may require you to…
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How Much Money Should I Place in a Trust?
You may want your loved ones to receive as much financial support as possible when the time comes that you are, unfortunately, no longer…
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What Are the Advantages of a QTIP Trust?
There are several estate planning tools at your disposal, let alone several kinds of trusts that you may incorporate into your plan. For example,…
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Can I Use a Family LLC to Benefit My Estate Plan?
Say, for instance, that you and/or your spouse manage a small business. With this, you may have distributed shares to your children and/or grandchildren.…
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How Can I Protect My Digital Business Assets?
With the advanced technology readily available in this day in age, most of your business assets have likely been digitized. That is, multiple aspects…
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How Does the Probate Process Work in Florida?
Upon your loved one’s unforunate passing, their estate may have to undergo to the probate court in the county where they resided or otherwise…
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What Is the Purpose of a Healthcare Proxy?
You may have been acting independently for most of your adult life. With this, it may be difficult to think of a time when…
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How Can My Estate Plan Protect My Business?
Understandably so, your business may be the one asset that you are most proud of. With this, you may not want your business operations…
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What Are Strategies to Reduce Estate Taxes?
You may have dedicatedly paid taxes throughout your lifetime. But you must also keep in mind that your assets may incur additional taxes upon…
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Does an Irrevocable Trust Offer Lawsuit Protection?
The fact of the matter is that you cannot predict the future. However, you may take the appropriate steps to prepare for any situation…
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What Is the Consequence of Dying Without a Will?
You may know how you wish your property and affairs to be handled upon your unfortunate passing. However, your wishes may mean nothing in…
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How Might Charitable Planning Be Beneficial?
Charitable planning is a strategy you may adopt to continue donating to your favorite nonprofits or charitable organizations even when you are, unfortunately, no…
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What Are Benefits Associated with an Estate Plan?
Though you may not initially realize it, creating a valid and enforceable estate plan is arguably the most selfless thing that you can do…
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What Are Estate Plan Challenges with a Blended Family?
Remarrying and gaining stepchildren and stepgrandchildren can be a beautiful thing. You must not forget to incorporate your newly blended family into your estate…
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What Should I Include in My Business Succession Plan?
You may not want to think about a time when you will no longer be a part of your business operations. However, you must give…
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How Do I Establish Guardianship Through Estate Planning?
The sad truth is that none of us know when our last day is going to be. So you want to protect your minor…
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Can I Make Changes to My Will?
A will is a pivotal estate planning document. So it is important that you feel secure with the terms and conditions you have established…
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What Do I Consider Before My Estate Planning Meeting?
A free, initial consultation with a lawyer is a great place to start establishing a valid and enforceable estate plan. However, this meeting should…
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Can a Trustee Withdraw Money from a Trust?
A trust is a legal arrangement in which a grantor can transfer the ownership of their property to a trustee. And once this money…
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How Does Intestate Succession Work in Florida?
With the state of Florida’s intestacy laws, your assets may not be distributed in the way you particularly desire. Rest assured, a valid and…
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How Can I Use Life Insurance in My Estate Plan?
When it comes to setting aside assets for your beneficiaries, you may initially consider a will or a trust. While these estate planning documents…
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How Can I Fund My Grandchild’s Education?
You may have extra funds that you want to use to support your grandchild’s higher education expenses. You may make payments directly to the…
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How Can I Protect My Assets from Nursing Home Costs?
You may not want to think about the possibility that, one day, you may reach a certain physical and mental capacity that requires your…
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What Are the Benefits of a Pour-Over Will?
You may already understand the benefits of a will, which is to express your wishes for how your assets and affairs are to be…
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How Can I Avoid Familial Conflict Over Inheritances?
If you have many children or otherwise loved ones who are to inherit your estate, they may likely enter some conflict over “who gets…
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Should I Reconsider Disinheriting My Child?
Here at The Probate Lawyers, we understand that sometimes parent-child relationships are complicated. With this, you may be unsure how to incorporate your child…
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How Can I Reduce Estate Taxes?
You may feel comfortable with the financial protection that you intend to leave your loved ones when you, unfortunately, pass on. But you must…
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What Should I Look for in an Estate Planning Attorney?
When planning for the future, many people put it off until it’s too late. Estate planning can be unpleasant, but this is necessary to…
last will testament
How Can an Estate Planning Attorney Help Me Write My Will?
When creating an estate plan, the most important thing you’ll need to do is create a will.  However, because this is a complex process,…
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What Is a Trust Fund?
Unfortunately, there’s a notion that only wealthy families create trust funds, but this is far from the truth. A trust fund is a great…
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