by Monique | May 28, 2019 | Estate Planning, Estate Planning for Parents, Guardianship, Transferring Wealth to the Next Generation
When clients want to leave their assets to minor beneficiaries, we almost always will recommend that the assets are left “in trust” as opposed to devising the assets directly to the minor children. In Florida, assets left directly to beneficiaries will often need 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 | Jul 20, 2018 | Guardianship
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...
by Monique | Feb 20, 2018 | Guardianship
In Florida, Guardianship can often be an expensive and slow process. In a Guardianship, the Court appoints a “guardian” over a person (the “ward”), the person’s property, or both. This happens when the ward is deemed incapacitated, which can occur due to: Mental...
