Tag: Personal Representative

We Want to Draft Your Legacy

What are Big Mistakes to Avoid in Florida Estate Planning?

July 28, 2022
Florida estate planning is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Estate Planning Tips for Solo Seniors

July 15, 2022
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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Can My Gun Collection Be Part of Estate Plan?

June 27, 2022
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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When Should I Update My Will?

June 9, 2022
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
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How Do I Conduct an Estate Inventory?

May 30, 2022
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
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Why Shouldn’t I Wait to Draft my Will?

April 6, 2022
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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Why Is Estate Planning Review Important?

March 9, 2022
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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How Do I Give Assets to Minor Grandchildren in My Will?

March 2, 2022
You have many options to make sure your wishes are followed after you die.
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Why Should I Update My Estate Plan?

December 9, 2021
Estate planning is making decisions today for what you want to happen in the future.
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