Estate Planning is a Critical Concern for the Sandwich Generation

                      Are you a part of the Sandwich Generation? You might be without knowing it. July is National Sandwich Generation Month which is a month honoring an important group in our communities—people who are old enough to have children of their own but young enough to have living parents. If that’s you, you’re a member Read More

Exploring the Benefits of a Medicaid Asset Protection Trust

                        As we age, our care needs evolve, often becoming not only more in-depth but also significantly more expensive. Medicaid is an important government program that helps families address these expenses, but how can you maintain eligibility if you have significant assets or wealth? A Medicaid Read More

How a Pour-Over Will Makes Life Easier in Probate

When it comes to crafting an effective Florida estate plan, adopting a comprehensive strategy that covers all the necessary bases is crucial. One of the main goals of any estate plan is to simplify the probate process for your heirs and loved ones, ensuring they can inherit your legacy with minimal delay or legal complication. Despite meticulous planning, covering every asset within your estate plan isn’t always Read More

Gathering Evidence for Undue Influence Claims

When your loved one passes away, you expect that their overall estate plan will accurately reflect their intentions. However, there are instances where these documents may not accurately represent those wishes because of undue influence from another party that you weren’t previously aware of. In such cases, challenging the document's validity becomes necessary to ensure fairness and justice for the decadent. Read More

The Impact Of Divorce On Jointly Owned Properties In Probate

There is a reason why estate planning attorneys stress that you should review your plan regularly, especially after significant life changes such as divorce. Due to the need for your assets to get divided when a marriage ends, the properties couples own together create uniquely challenging issues when subjected to distribution laws. They have significant legal and financial implications. Though we could approach this Read More

The Difference Between Probate vs. Non-Probate Assets in Florida

Understanding the difference between probate and non-probate assets is crucial when planning for the future. Learning the distinctions now will pay dividends when you sit down with your attorney to craft an estate plan—which virtually every adult needs to do. Our focus is to simplify the estate process for your loved ones after your passing. With that in mind, the distinctions between these two types of assets are Read More

The Impact of Divorce on Estate Planning

Divorce is a significant event in anyone’s life and creates substantial change. These changes impact your personal life and affect your financial and legal affairs. Although understandable, it is essential to highlight that many people overlook estate planning during this transition period. How divorce and estate planning interact with one another are complex, but understanding both is crucial for ensuring that your Read More

The Impact of Trust Litigation on Families: How to Navigate the Challenges

Trust litigation occurs when there are disputes regarding the administration of trusts. Typically, this centers around challenging how assets are managed and distributed. Trusts, typically set up to secure a family's financial future, can become sources of contention. Although they are invaluable estate planning tools, they can lead to legal battles. These disputes can stem from disagreements over the interpretation Read More

Estate Planning for Blended Families: Overcoming the Challenges

Estate planning is indispensable for securing the economic future of loved ones. This is particularly relevant within blended families, where relationships and dynamics are diverse and layered. Family members typically have distinct needs and wants, which demands meticulous and well-considered planning. Parents of blended families often strive to balance the needs of biological and stepchildren, ensuring fair and Read More

Guardianship vs. Conservatorship: A Guide For Protecting Your Loved Ones

Legal terminology can challenge those who don’t work in this field. Lawyers use specific language to convey specific concepts to avoid ambiguity and confusion. At its core, it is a way to mitigate the risk of future disputes and litigation. The terms “guardianship” and “conservatorship” get used interchangeably—which is incorrect. They are distinct terms. More importantly, they apply to your loved ones. These terms Read More