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If a loved one passes away, it may be a relief to locate their will. That’s especially true if they didn’t discuss it with anyone, and you weren’t sure they even had one. What happens, however, if you find multiple wills? That’s more common than people realize. If you...
Creating an advance directive for health care (or “living will”) is a critical part of estate planning. Even young, healthy adults who aren’t ready to create a will, trust and other documents that address how they want their assets disbursed when they die can benefit...
An estate plan can be used to set up future medical care, often by making decisions in advance. As people age, medical emergencies become more likely. It can be helpful for their family to have guidance in the estate plan regarding the type of care or treatment that...
Florida homeowners often enjoy property tax savings through the homestead exemption, yet many overlook the restrictive rules that trigger upon a homeowner’s death. Florida’s Constitution and statutes create a "Homestead Trap" that can block the transfer of your home...
Most people enter the world of guardianship with the best intentions. You want to protect a loved one who can no longer care for themselves, whether due to age, illness or disability. In Florida, the court appoints a guardian to make decisions for this person, known...
One of the strongest reasons for contesting a will is undue influence. This happens when someone uses their position of trust or authority to manipulate a vulnerable person. The result is an estate plan that benefits the influencer instead of reflecting your loved...
There is no “right” answer to the question of how often you should update your estate plan. It all depends on what, if anything, has changed. A better question is, when should you review your estate plan? Reviewing it gives you the opportunity to understand whether or...
Estate litigation often begins with questions about the documents involved. If family members believe an outside party pressured the testator into making concessions, they could litigate on the basis of undue influence. Other times, people may question whether the...
Whether you’re a long-time Floridian or you’ve decided to make the state your home in retirement, it’s important to know the state’s laws and options as you create or modify your estate plan. It’s crucial to plan not just for what happens to your assets after you pass...
Losing a close family member is a heartbreaking experience. Your grief is compounded when you discover that their estate plan has undergone some changes. Your loved one's estate plan should accurately reflect their true wishes regarding the distribution of their...