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If the client’s physician prescribes assisted living pursuant to a plan of care and the client has either severe cognitive impairment or is chronically ill, 100% of the cost of the [...]

Executors are tasked with locating the heirs identified in estate planning documents but this can often prove difficult and, sometimes, an heir cannot be located.  When this happens, Florida [...]

            If you are the personal representative or trustee of an estate, you have certain fiduciary obligations regarding the investment and use of the probate or trust assets.  You should be [...]

No, a testamentary trust is usually created by a person’s will and has assets transferred to it during the probate process.  These assets are then distributed by the trustee according to the [...]

Florida law does not allow for a total disinheritance of a surviving spouse or surviving minor children.  These family members have the right to claim an “elective share” of assets which usually [...]

A children’s trust or a standby trust for minors can be set up to help manage the inheritance of a beneficiary who is underage.  If a beneficiary is not 18 or another minimum age chosen by the [...]

Letters of Administration are issued by probate judges and name a personal representative to act on behalf of an estate during probate proceedings.  Many times, these letters are requested by [...]

Financial accounts can be set up to designate a person to whom the funds are payable on death, meaning the named beneficiary can claim the funds without going through the probate process.  If you [...]

In Florida, married couples can hold jointly owned property as tenants by the entirety which can help couples to avoid probate and protect one spouse from creditors of the other.  When someone [...]

Becoming a Florida Resident can lead to significant benefits in access to both beautiful beaches and tax benefits.  One of the most important steps to becoming a resident is submitting a [...]