Probate Proceeding

Steps for the Personal Representative

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It can be overwhelming when a loved one passes away. The following steps are written as a guide for the next of kin or personal representative of the decedent. Although they are ordered, many of these tasks can be undertaken at the same time. For example, the first steps in administrative tasks can be taken the same day as the first steps in funeral arrangements.

Immediate tasks

  1. Lock the decedent’s real estate premises to keep contents secure.
  2. Prepare a team to help you ...
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A Will or Trust? It’s Not About the Size of Your Estate

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When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a trust. This is a common misconception, that a trust requires a vast estate. Perhaps we owe that to the word “trust” conjuring up visions of large philanthropic organizations that operate exclusively out of a trust, or “trust fund babies.”

In fact, a trust can often cost much less in administrative fees, on the back end, to ...

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Stranger Things from Beyond the Courthouse

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Stranger Things from Beyond the Courthouse
Posted on: March 6, 2018
By Hallie L. Zobel, Esq.

The following Is based on a presentation I gave in January to a group of local professionals. I decided to call it Stranger Things, because some things I’ve seen in my career really are stranger than fiction!

Recent surveys from Caring.com show ...

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Yes, Virginia, Your Uncle’s Will Must Be Probated

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Yes, Virginia, Your Uncle’s Will Must Be Probated
Posted on: February 23rd, 2016
By Hallie Zobel, Esq.

During the month of January we began seeing a flurry of clients walk through the door with probate issues.  Based on what we’re seeing, most Americans – irrespective of educational background or socioeconomic circumstances – seem to be under the misimpression that having a will means the beneficiaries will receive their inheritance posthaste and without having to pay legal expenses associated with ...

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Inheriting Land Located in Multiple States Thrusts Florida Heirs into Costly Probate Proceedings

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Inheriting Land Located in Multiple States Thrusts Florida Heirs into Costly Probate Proceedings
Posted on: January 26th, 2015
PROPER ESTATE PLANNING AND TITLING LAND INTO A FLORIDA TRUST CAN SAVE HEIRS EXPENSIVE PROBATE FEES

For many families, owning land is a rewarding way to build wealth while creating a tangible legacy for future generations.  But along with claiming a slice of the American dream, land ownership carries a number of responsibilities, including the annual payment of property taxes, having ...

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