Blog

Feb. 22, 2023

A forward mortgage is what is used when purchasing a home. A lender provides funds for you to acquire the property and you agree to make monthly payments to cover the loan. When, after time, you’ve built up equity in your property, perhaps even paid it off, you can tap into the equity build-up in your home to secure a reverse mortgage – the lender now gives you money against your equity, but it doesn’t come without strings.

Jan. 24, 2023

We’ve all heard how important it is to have a will in place and start estate planning early. Hopefully, most of you have done this already even if you still feel young and healthy. However, there are circumstances where taking care of all your estate planning needs becomes even more important; namely, if you or someone you love is suffering from dementia or are seeing initial signs of dementia as this can impact your legal capacity to make your own decisions.

Dec. 22, 2022

In Florida, a testator can use a will to provide specific instructions regarding how their estate should be administered, assets distributed to inheritors, or disposed of when they're gone.

Nov. 29, 2022

There are so many available sources of information these days that it’s almost impossible to keep up. You can read the news online, scroll through headlines on social media, listen to a podcast or radio show, and of course, you can always watch the news on television. Your neighbors, friends, and family all can be sources of news as well. But, how do you know that the information you’re receiving is accurate?

Oct. 10, 2022

When most people think about creating an estate plan, they think about protecting and providing for their loved ones when they die. What many people don’t think about when creating an estate plan is how it can protect them if they don’t die but become unable to make decisions for themselves.

Sept. 29, 2022

If you are about to enter a second marriage or have recently remarried, you might be wondering, “How do I safeguard my assets and protect my children from previous marriages?” Estate planning is the answer you are looking for.

Aug. 29, 2022

Do you believe everything you read online? How about everything you hear while you’re standing in line in a public place, like at the grocery store? With so many different sources of information these days, it can be tough to know what’s fact and what’s fiction.

July 8, 2022

Parenting is never easy. And, as much as we want to protect our children from all the bad things in the world, at some point, we need to give up control and accept that they’ll make their own decisions and live their own lives. This can be especially painful if your child makes choices that negatively impact their life, like abusing drugs. It’s hard to know how to help in these situations, but one thing you can do is provide financial support for their future in the form of a trust.

June 24, 2022

Settling the final affairs of a deceased loved one often presents different challenges. When a person dies with a living trust, the successor trustee will be responsible for administering the trust, paying debts and taxes, and transferring trust assets to rightful beneficiaries. An experienced Florida estate planning attorney can enlighten you about the trust administration process and help you navigate crucial decisions.

April 29, 2022

A well-detailed estate plan helps provide specific instructions regarding how to settle a decedent's final affairs or distribute assets to beneficiaries. However, when a person dies intestate – without a will or estate plan – their assets will be distributed in accordance with the state's intestate succession laws. An experienced Florida estate planning attorney can help you understand what happens if someone dies without a beneficiary or estate plan and guide you through the probate process.