Category: Estate Planning

Florida Probate is a process where a decedent’s assets are transferred to heirs or beneficiaries through a court-supervised process. Probate in Florida can…

A power of attorney (POA) is a legal document that grants a person (known as the agent or attorney-in-fact) the right to make…

The Personal Representative owes a duty to the estate beneficiaries and the creditors of the decedent’s estate. The Personal Representative should diligently search…

Introduction Establishing a trust can be a valuable step in protecting your assets and ensuring a smooth transfer of wealth to your loved…

Probate is a legal process that occurs after an individual’s death to verify the validity of their Will, distribute assets, and settle outstanding…

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

Lady bird deeds, also known as enhanced life estate deeds, have become increasingly popular in Florida in recent years. These deeds allow property…

A Summary Administration probate in Florida is a phenomenal way of cutting down on the expensive cost and time of a typical, Formal…

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…

Locating a decedent’s Will can be like looking for a needle in a haystack. Many people create a will years before they pass.…

Tenants by the Entirety is a special form of joint ownership between married couples here in Florida that provides a significant amount of…

If a Florida Nursing Home Medicaid applicant is applying for ICP Medicaid (nursing home Medicaid), then there a patient responsibility. Patient responsibility is…

Funeral plans, burial spaces/plots, and prepaid burial contracts are exempt for Florida Medicaid if the funeral plan or burial contract is irrevocable. These…

A Florida Medicaid Qualified Income Trust is used when an individual has too much income to qualify for Medicaid. Currently the yearly Medicaid…

The short answer is yes. If a Power of Attorney was validly created in another state, then the Power of Attorney is valid…

An EIN—also known as an employer identification number—is often used to identify an estate when there is an active probate. The EIN is…