Posts Tagged 'probate court'

If an Estate Plan Were a Car: Understanding Will-Based vs. Trust-Based Planning

Posted by:

If an Estate Plan Were a Car: Understanding Will-Based vs. Trust-Based Planning
Posted on: April 13th, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

If you are confused about the differences between a will-based estate plan and a trust-based estate plan, you’re not alone.

According to a recent informal survey we conducted of a group of Central Florida seniors over the age of fifty, 65 percent of those completing the survey indicated they were confused about the topic and would ...

Continue Reading →
0

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

Posted by:

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 ...

Continue Reading →
0