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Protecting Yourself from Possible Guardianship

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.

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Second Marriages & Estate Planning

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.

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Dispelling Estate Planning Myths

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.

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How to Create a Trust for Children With Drug Abuse Problems

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.

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What Do I Do With My Parent's Trust When They Die?

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.

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What Happens If Someone Dies Without a Beneficiary?

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.

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How to Avoid Probate in Florida

As an estate planning attorney serving clients in Boca Raton, Florida, I often get asked, “Are there ways to avoid probate?” There are many reasons why you want to make plans during your lifetime to avoid the probate process.

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The Role & Responsibilities of a Special Needs Trustee

Parents have a responsibility to cater to the needs of their children, regardless of the child’s physical or mental condition. If you have a child with special needs, you can protect their financial future and leave assets behind for them through a special needs trust.

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Estate Planning & Taxation

Estate planning is a complex process encompassing real estate, property, taxes, and many other elements.

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Creating a Business Succession Plan

As a business owner, having a succession plan is crucial to ensure the continued operation of your company, especially when you're no more.

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