by Monique | Dec 5, 2018 | Estate Planning, Estate Planning for Parents
All parents want what is best for their children, but many parents have different definitions of what is “best”. When you work with an estate planning attorney, they can help you achieve your goals on what works for you and your family. Some parents leave...
by Monique | Nov 15, 2018 | Uncategorized
If someone dies intestate (without a will), the default rule is that their heirs or relatives inherit per stirpes. It is a pretty archaic way of distributed property that dates back to medieval England. For some reason, Florida law still uses...
by Monique | Oct 12, 2018 | Uncategorized
What is a Personal Representative? The personal representative is the person, bank or trust company appointed by the judge to be in charge of the administration of the decedent’s probate estate. In Florida, the term “personal representative” is used instead of such...
by Monique | Sep 10, 2018 | Avoiding Probate
Take some time this week and make a list of your investment, banking, retirement, and life insurance accounts. Then, reach out to each institution to update your beneficiary designations, naming who you want to receive the account funds on your death. Having updated...
by Monique | Sep 7, 2018 | Uncategorized
As the school year begins, and our children settle into new routines, every parent should take a few minutes to do a “Back to School Check Up”. Look over your estate planning documents for the following: Guardians. Have you named Guardians to care for...
