by Monique | Sep 5, 2018 | Estate Planning & Divorce
People often ask, “When do I need to update my estate plan?” and the simplest answer is that we always recommend you check in with your estate planning attorney after a big life event, whether good or bad. Upon completion of a divorce, Florida law treats...
by Monique | Aug 29, 2018 | Estate Planning, Uncategorized
What’s the difference between escheated and unclaimed funds? This article gives an analysis:...
by Monique | Aug 29, 2018 | Estate Planning
If there are no beneficiaries that are legally entitled to inherit from your estate, your assets “escheat” to the state of Florida. This means that if you are not survived by relatives entitled to inherit from you under the law, or if your will or trust...
by Monique | Aug 22, 2018 | Uncategorized
CNN recently reported that Aretha Franklin died without a will or trust in place. By failing to plan, there will be serious financial, privacy and time issues for those dealing with her estate. Why did Ms. Franklin need an estate plan? How would it have helped:...
by Monique | Jul 20, 2018 | Uncategorized
If you are the court-appointed Guardian of the property of a minor or of an incapacitated adult, you are legally required to update the Court on the status of your ward. Every year, a Guardian must file a guardianship plan and either an accounting or an annual...
