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We often discuss trusts on this blog. In a recent post, we discussed the question of whether you could use more than one trustee. Another key question that deserves its own post: How do I choose a trustee for a trust? The family option When setting up a trust, there...
As readers of this blog know, when you estate plan, you should use a power of attorney and/or trusts, depending on our specific needs (and the advice of your lawyer). However, what many may not know is that in Florida, a power of attorney can get superpowers that are...
Have you done an online will? If so, you were probably surprised with the ease and the low cost. However, what you may not know is that your new estate plan is likely incomplete. Specifically, it likely lacks any Florida trust instruments, and if you have kids, it may...
Selecting an executor or personal representative to manage your estate and make important decisions for you after you are gone is a big decision to make. Those who are planning their estates should think carefully about who they want to select as personal...
The last thing someone who is doing their estate planning wants is for the product of their efforts to become embroiled in litigation. You structure your trust or your will to ensure your beneficiaries are provided for in the manner you think is best. And you may...
Losing a loved one is not easy and finding out that you dispute the terms of their will upon their death is even more distressing. When this happens, you may want to pursue a will contest. The following are some grounds upon which a will can be contested. The will was...
Granting an agent authority with a durable power of attorney can be a useful tool for the elderly or for anyone who suffers from incapacitation. The agent is permitted to act on behalf of the person when they are unable to do so themselves. Common grants of authority...
We often speak about health care surrogate, powers of attorney and other probate and estate administration matters on this blog. Indeed, last week, we spoke about this very topic, senior healthcare options. And, this week, we will explore more information about these...
When developing an estate plan, people often dwell more on the allocation of their financial assets and think less about how they may have to finance costly medical procedures and even long-term care in their golden years. But current medical issues as well as chronic...
Losing a loved one is never easy and finding out you were left out of their will can come as an unpleasant shock. When this happens, those in the Tampa area may want to contest the will especially if they believe their disinheritance was due to defects in the will,...
