by Monique | Apr 18, 2019 | Avoiding Probate, Estate Planning, Revocable Trusts
An Assignment of Personal Property assigns all of your personal property to your trust, except for vehicles like automobiles, boats and jet skis. This usually avoids the burdensome task of inventorying, appraising and probating expensive items like electronics and...
by Monique | Apr 15, 2019 | Avoiding Probate, Estate Planning, Revocable Trusts
Your Revocable Trust (also called a Living Trust) is a valuable tool that helps you manage assets during life and upon your passing. The trust will use your social security number during your life and all losses and gains will be reported on your tax documents as if...
by Monique | Mar 25, 2019 | Estate Planning
Your Pour Over Will has a few functions. First, it nominates your Personal Representative, who is in charge of winding up your affairs in probate court. The Personal Representative settles debts, changes the legal title of assets not owned by the trust to...
by Monique | Mar 21, 2019 | Avoiding Probate, Estate Planning, Guardianship
A durable power of attorney appoints an agent to manage your legal and financial affairs and gives the agent signature authority over your accounts. It is effective immediately upon signing and it continues to be valid and effective during any period of incapacity....
by Monique | Dec 10, 2018 | Estate Planning, Probate
If a person passes away without a will, Florida intestate succession laws govern who inherits from the estate. When an individual is unmarried and has no children or other descendants like grandchildren or great-grandchildren, we look to sections 732.103(2)-(6) of the...
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...
