Estate Planning, Probate, Guardianship & Elder Law
Your Family. Our Purpose.
A trustee is a key player in estate planning. They are responsible for carrying out the wishes of the estate owner as written in the will. This can be a difficult job, and it is important to choose someone who's qualified and trustworthy. Who is a trustee? A trustee...
Florida law allows people to make legal decisions or take care of a minor or an adult that is incapacitated or in a mental condition that affects their judgment. If you have such a person in your life, here are the requirements and laws to abide by as a guardian....
An advanced health directive or just an advanced directive is an important part of end of life planning in Florida. It's crucial for establishing what your wishes are in terms of medical needs. It doesn't take much time to set up this type of a document, and it can...
Planning your estate in Florida must involve your family to prevent legal conflicts. You don't want family members to argue over money and personal belongings that you may or may not want them to have. Estate planning is an often-avoided topic of discussion, but it...
In Florida, estate planning and charity are important to consider together. Positioning your estate for wealth creation, retirement and later death should also include a plan for giving. How much you give is a personal matter, but you have no limits. Florida laws...
Almost everyone in Florida has some digital assets that are not tangible, meaning they can only be accessed online. Some digital assets have monetary value while others are just highly sentimental. When you are in the process of planning your estate, it’s important...
Few events are as life-changing as a marriage ending. While it may represent a sad milestone, proactive steps are paramount to ensure that the brand new chapter in your life reflects your estate planning objectives. An estate plan is a snapshot of a specific time and...
When it comes to end-of-life planning, most people are aware of the fact that you can set up a do not resuscitate order for yourself that can block doctors from using some life-saving interventions if your condition declines. But in Florida and other states, you can...
Trusts are excellent tools for estate planning. Some people use them to help protect beneficiaries, secure trusts for children with disabilities and provide benefits for tax purposes. Like most people, you may not want to part with your assets in case you need them...
Residents of Lake Mary and nearby areas of Florida may want to learn more about what a guardian does. An adult guardian has different responsibilities from a guardian appointed by the court for the welfare of a child. An elderly parent may need a guardian to help take...