Post on Jun. 15, 2016

With so much continued tragedy in the news these days I have many clients re-examining their estate planning to make sure everything is in order. They want to make sure that it passes assets to their beneficiaries the way they would want it should something happen to them. Having a valid Last Will...

Post on May 17, 2016

The Florida Bar states: "A revocable trust is a document (the “trust agreement”) created by you to manage your assets during your lifetime and distribute the remaining assets after your death. The person who creates a trust is called the “grantor” or “settlor.” The person responsible for the...

Post on Apr. 29, 2016

The importance on having estate planning is once again highlighted in the news after the passing of Prince last week. http://www.jaxlawteam.com/estate-planning-law-services/ The following article discusses what may happen to the estate assets, but again I cannot emphasize enough the importance of...

Post on Apr. 19, 2016

I get calls daily from potential clients wondering if they need to do a probate proceeding for their loved one. It depends on what the assets of the decedent were and how they were titled. The Florida Bar states, "Probate administration applies only to probate assets. Probate assets are those...

Post on Jan. 20, 2016

The Florida Bar states: "The personal representative is the person, bank, or trust company appointed by the judge to be in charge of the administration of the decedent’s probate estate. In Florida, the term "personal representative" is used instead of such terms as "executor, executrix,...