Blog

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.

April 16, 2022

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.

March 3, 2022

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.

Feb. 16, 2022

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

Jan. 23, 2022

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

Nov. 23, 2021

Your divorced or widowed parent decides to remarry, and as his or her child, you start wondering if the new spouse will end up inheriting everything, leaving you out in the cold. Is this a logical fear?

Oct. 21, 2021

If your spouse dies with or without a will in Florida, is probate necessary? If the decedent held assets solely in his or her name with no named beneficiary or right of survivorship, the answer is yes.

Sept. 10, 2021

Florida’s probate courts are busy places. In the first six months of 2020 alone, individuals filed nearly 30,000 probate cases statewide and more than 27,000 were disposed of. For most adult residents of the state, those with wills and those without, probate court is where their lives’ business is completed.

July 26, 2021

When a person reaches 18 years of age, they legally become an adult and can start making medical, financial, and other major life decisions for themselves. As life gets busier and major life milestones are reached, proper estate planning can help young adults and their families prepare for difficult, emotional, and unexpected life scenarios.