What is a Last Will and Testament in Florida?

Many Florida residents have a romantic view of the reading of a deceased person’s Last Will and Testament in front of the collected family, all of whom are surprised by the inheritances they receive. While formal readings are no longer common, a Will remains an important part of your estate plan. Understanding what a Last […]

Fiduciary Cryptocurrency Digital Wallet Guide

As a personal representative or trustee, it is your responsibility to manage your loved one’s assets and pass them on to their intended beneficiaries. When those assets take the form of cryptocurrency and other digital assets, there may be more to asset management and transfer than you realize. This fiduciary guide to a cryptocurrency digital […]

Do’s and Don’ts for Your Disposition of Property by Will 

The Last Will and Testament is the core of most estate plans. How you write your Will can affect who receives your property and how easy it is for your personal representative and the Florida probate court to honor your wishes. Here are some tips for disposition of property with your Florida Last Will and […]

How to Write a Will in Florida

Creating a Will is a perfect example of how an ounce of prevention is worth a pound of cure. Writing a will while you are alive and healthy saves your family a lot of hassle after you pass away. Here is a step-by-step guide to prepare for and learn how to write a will in […]

What the COVID-19 Outbreak Means for Florida Probate and Estate Planning 

With the uncertainty and fear surrounding COVID-19, we wanted to address some of the services that we offer and some of the documents that we recommend you have in place. We are also going to focus on what you can do without leaving your home to come to an attorney’s office and will provide as […]

Celebrity Estate Lessons Wellington Burt

Ever wonder what someone does when they want to keep their estate in the family, but hate all their current relatives? Well, lumber baron and East Saginaw, Michigan mayor Wellington Burt came up with one solution.  When Burt died in 1919, his Will included a “spite clause” stipulating that his estate was not to be […]

What Is A Pretermitted Spouse?

More Florida residents are having second marriages, multiple divorces, and getting married later in life. This trend carries with it the chance that these residents’ wills may be contested by a pretermitted spouse. But who is that? And what rights does a surviving spouse have to a deceased person’s property when they are left out […]

Celebrity Estate Lessons Ridiculously Wealthy Pets

Celebrity Estate Lessons Ridiculously Wealthy Pets It’s time for another round of ridiculously wealthy pets!  Let’s start with one of the world’s best known chimps: Bubbles. Bubbles became famous when he was adopted in the 1980s by Michael Jackson. Michael took him everywhere for a while, including to teatime with the Mayor of Osaka. However, […]

Can a Beneficiary Designation be Contested?

The structure of a loved one’s estate plan can substantially affect the way their assets are transferred after their death – and to whom. Beneficiary designations on everything from bank accounts to retirement portfolios can remove property from the Florida probate court’s oversight, putting those assets directly in the hands of the named beneficiaries. But […]

When To Use A Codicil To Amend A Will

If your Last Will and Testament has been sitting in a fire-proof box for years, you might realize that it’s out of date. An outdated Will might omit important people or reflect property you no longer own. Can a codicil help? Find out what it is, and when to use a codicil to amend a […]