Posts Tagged 'probate court'

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

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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 like to learn more about how a will differs from a living trust.

Our clients (and future clients!) enjoy the use of analogies to help them ...

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

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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 probate. Wrong. Probate is the legal process where a will is determined to be valid or invalid, ...

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