Estate Planning in Your 20s and 30s
Author: Sara Bailey (https://thewidow.net/) Preparing for retirement and undertaking estate planning are crucial and have profound effects on your later quality of life and on your children, if you have any. Deciding how to distribute your assets once your life has concluded empowers you to control your legacy and benefit your loved ones. Many people […]
To Probate or Not To Probate (and if so, which?)
Your relative has died. Now what? Do you need to open a probate case? What is a probate case? When someone passes away and they have left assets in their name alone (for more details on what needs to be probated, see our blog post: The Non-Probate Pail) you will likely need to open up […]
What Is a Personal Representative and What Does He/She Do?
When people think about Wills, the focus is usually on property: whether that is the house, money, cars, the old jewelry collection, or whatever else the deceased may have owned. While that is a big part of the story when it comes to estate planning, the person who is chosen to be personal representative can […]
How Much Does It *Really* Cost to Die?
When most people think of dying and the cost associated with this event, they often only consider the funeral and burial/cremation expenses. It isn’t until a few weeks later when they are left with their relative’s belongings, assets, accounts (and sometimes pets) that they realize they need to hire an attorney and open a case […]
Estate Planning Guide & Checklist
“Estate planning is for the wealthy.” “I don’t have any assets so is it worth it?” “I don’t want to think of those negative things.” “I don’t have money to pay a lawyer.” “I have my wishes written down on a napkin somewhere.” “My spouse knows my wishes.” “I don’t have time for that.” “My […]
Why an Estate Plan Should Be A Part Of Your Hurricane Preparedness Plan (Part II)
Yay for Hurricane Month! –Said nobody ever (except maybe public adjusters and hardware stores) Last August, we went into detail as to why an estate plan should be a part of your hurricane preparedness plan. Check out the post HERE. More importantly, we discussed WHY it’s important to make sure you have your legal documents […]
Cheap Wills and Trusts – You’ll Get What You Pay For
I’ve received quite a few phone calls throughout the last month asking if a Will or Trust they’ve downloaded off the internet (or intend to download) will suffice, and my best answer is: “How would I know?” No two trusts or wills are the same, and the validity and effectiveness of the legal documents you […]
Formal Administration vs. Summary Administration in Florida
In the days of Google searches, I don’t know why I am still surprised when a potential client asks: “Can we proceed with a Summary Administration?” Still, as I’m sure my medical doctors experience when I arrive listing symptoms and my incorrect conclusion of what I believe my ailment to be, there’s more to summary […]
On the Spot: Ricky Pierson with Pierson Media
Have you seen our new website?! Isn’t it gorgeous, aesthetically pleasing, and fully functional with all the amazing bells and whistles (hello online questionnaires!)?! That’s because we hired Ricky Pierson of Pierson Media to start from scratch and create a website that is client-friendly, client-oriented, and just plain awesome! Hey Ricky! Welcome back… Can you […]