Blog

May 29, 2023

In the aftermath of losing a loved one, the weight of grief can be overwhelming. The thought of shouldering their debts is likely the last thing on your mind. It's natural to feel confused and uncertain about what transpires with your loved one’s outstanding debts upon their passing, as well as your own obligations in this situation.

May 2, 2023

Losing a parent is never easy, even if you’ve been expecting it for some time. But what can make this experience even more painful is also having to deal with family conflict over inheritance rights.

April 4, 2023

Wills are important estate planning tools that allow a person to leave specific instructions regarding how their estate and assets should be managed, disposed of, or distributed after their death. However, it is normal to experience various changes in your life, family, and finances after creating your will.

March 23, 2023

Understanding the inner workings of an estate plan is a crucial aspect of estate administration. In particular, understanding the dynamic between the estate executor and beneficiaries is critical to ensure that all parties get treated fairly. There are situations, however, in which the executor and beneficiaries cannot see eye-to-eye.

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.