We Want to Draft Your Legacy

What are the Florida Estate Planning Basics?

February 24, 2022
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
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When Does Someone Need a Guardian?

February 23, 2022
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
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Does Your Will and Estate Planning Documents Need to Be Updated?

February 22, 2022
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
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Do You Have to Go through Probate When Someone Dies?

February 21, 2022
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
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What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 18, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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Write a Letter of Instruction for Loved Ones

February 17, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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What are Common Mistakes People Make with Living Trusts?

February 16, 2022
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
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Does the Executor Control Bank Accounts?

February 15, 2022
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
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Should I Withdraw more than RMD?

February 15, 2022
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
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Storing Passwords in Case of Death

February 11, 2022
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
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Jupiter, FL 33458

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