While it’s sad to say, many seniors in Florida are vulnerable to a host of frauds and scams. It can be difficult for the elderly to recognize scams on their own, especially when they’re suffering from dementia or Alzheimer’s. The National Council on...
Estate Administration & Probate
Creating and revoking powers of attorney
Powers of attorney can be some of the most important documents to include as a part of an estate plan. These designations allow another person to act on behalf of the creator or principal. While some powers of attorney go into effect immediately, others take effect...
Tips for creating an indestructible estate plan
Florida residents who live in the path of a natural disaster could lose their homes in an instant. That could result in losing important estate planning documents. Therefore, it is a good idea to have a backup plan that accounts for a possible worst-case situation....
How can I choose an executor for my estate?
The executor of your estate will be responsible for many essential duties after you’re gone. From settling outstanding debts to ensuring your heirs receive your assets, the duties of an executor are often quite complex. That’s why picking the right...
What you need to know about the probate process
When a friend or loved one passes away, you may feel overwhelmed with emotion at the loss. During this hard time, it can be difficult to make important decisions regarding the deceased’s estate and property. If you are the estate administrator, you are responsible for...
Fiduciary duty for executors and trustees
A person in Florida who has been appointed the executor or trustee of an estate has a fiduciary duty. This is a big responsibility, and the job can be overwhelming. However, the executor or trustee can seek help from professionals. Fiduciary duty means the person is...
Couldn’t I inform my family members of my wishes?
The thought of planning one’s estate can be overwhelming for some. They might think the process is more difficult than it actually is, or they could feel uncomfortable at the thought of facing their mortality. If you are like some Floridians who are putting off...
Unusual will types that can be easy to contest
As you know, it is important to have a solid estate planning strategy in place to protect your assets and the inheritance you want to leave to your loved ones. At the , we have a full understanding of the different types of wills and trusts...
Why would I need a durable power of attorney?
As you know, planning your estate and your loved ones’ inheritance can be complicated in even the best of circumstances. What if you are concerned that a mental incapacity will compromise your decision-making abilities in the future? It may be wise for you and...
How can you breach your fiduciary duty?
When you choose to accept the responsibility of becoming the trustee of a trust or the executor of a Florida estate, you become a fiduciary. What this means is that you must work for the benefit of the trust or estate in performing your duties rather in your own...
