Older woman working with estate planning attorney

Estate Planning for Florida Snowbirds

With winter in full swing, snowbirds are flocking to Florida to escape the frigid northern temperatures. Moving south for the winter requires a lot of preparation. However, one preparatory step that many snowbirds fail to consider is estate planning. As a snowbird, living in more than one state during the year can...

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Why Do You Need a Will?

Clients often ask why a will is a necessary component of their estate plan. The answer is that if you die without a will, the laws of the State where you reside determine where your assets go. If you are married, approximately one-half goes to your spouse and the other...

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Older woman sitting with estate planning attorney

What is Summary Administration in Florida?

In Florida, summary administration is an expedited probate process that does not require the appointment of a personal representative. Summary administration holds several advantages over traditional probate, which tends to be lengthy and expensive. Therefore, for qualifying estates, summary administration is generally a good option. In this article, we discuss summary administration...

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Older woman working on estate plan with her daughter

5 Key Estate Planning Steps

Over half of all adults in the U.S. do not have an estate plan in place. One explanation for this phenomenon is that many people simply don’t know how to get started with estate planning. This is understandable: estate planning can seem like a daunting task. The reality, though, is that creating...

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Different Types of Trusts

A trust is a fiduciary arrangement that gives a third party, called a trustee, the ability to hold assets on behalf of a beneficiary. Trusts are flexible instruments that can be arranged in many ways and can specify exactly how and when your assets transfer to beneficiaries. In this article, we examine four popular...

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Tips for Preventing Family Squabbles After a Death

A death in the family is always difficult. In addition to the obvious pain associated with losing a loved one, practical matters, such as who will inherit what property, sometimes create additional tension among family members. Although this is unfortunate, it is an extremely common occurrence following a loved one’s death. Luckily, with a...

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