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The Personal Representative owes a duty to the estate beneficiaries and the creditors of the decedent’s estate. The Personal Representative should diligently search to locate any valid debts the Decedent might have had. The easiest way to do this is to check the Decedent’s mail, email (if possible), and bank statements for regular withdrawals. Once […]

Introduction Establishing a trust can be a valuable step in protecting your assets and ensuring a smooth transfer of wealth to your loved ones. A trust provides that assets pass to beneficiaries without going through probate. The trust can also be set up to protect assets for you and your beneficiaries. Selecting the right trustee […]

Probate is a legal process that occurs after an individual’s death to verify the validity of their Will, distribute assets, and settle outstanding debts. Probate can be costly and time-consuming, especially here in Florida. A common question is whether a Will must always go through probate when someone dies. The answer can be complex and […]

Deciding whether to create a Will or a Trust depends on your individual circumstances and estate planning goals. Here you’ll find the factors to consider.

Lady bird deeds, also known as enhanced life estate deeds, have become increasingly popular in Florida in recent years. These deeds allow property owners to transfer their property to someone else upon death without going through probate. But what happens to the homestead status of the property when a lady bird deed is used? Homestead […]

If you own a Florida home, you may wonder when you should file for homestead. Homestead is a legal status that provides homeowners certain protections and benefits, including reduced property taxes. This article will explore when you need to file for homestead in Florida and why it is essential. What is Homestead? Homestead is a […]

A Summary Administration probate in Florida is a phenomenal way of cutting down on the expensive cost and time of a typical, Formal Administration probate. A Summary Administration can be used when the decedent has been deceased for more than two years or when the estate is less than $75,000. A Summary Administration is typically […]

Entering a safe-deposit box after a loved one dies can be extremely difficult and frustrating. Many states seal the safe-deposit box after someone dies until a court order to open the box is produced. Florida does not seal safe-deposit boxes after someone dies, but the process can be complicated to enter the safe-deposit box after […]