2323 Lee Road, Winter Park, FL 32789
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I say this while recognizing that I also occasionally learn useful things from the internet: Please stop getting your estate planning advice from TikTok, YouTube,
If you or your parents have gone to the trouble of naming a POD, or payable-on-death, beneficiary on bank accounts, please do the same for the safe deposit box. The bank account and the safe deposit box are not always handled the same way.
Even with the perfect estate plan and documents in place, your agents and fiduciaries are still going to need to be able to get into your accounts. The documents we provide will help them, but if you plan to rely solely on those documents, it could be a process full of frustration and delays.
In Florida probate, the original Last Will & Testament must be deposited with the clerk within 10 days. But if you missed this deadline, and have acted in good faith, you should be okay.
As an estate planner, I’ve heard a lot of creative ways families choose to honor the people they love. But lately, the options for non-traditional
What Happens to Your Crypto When You Get On That Bus? When it comes to cryptocurrency, if you don’t plan, it disappears. If your loved ones
I Signed My Trust… Now What? (Or, Why Funding Your Trust Is Just as Important as Creating It) So, you did the hard part! You made it
When clients assure us they’ve finalized asset transfers, only to discover months later that certain assets remain in the decedent’s name, we have to re-open the probate case.
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream