by Patrick Quarles | Mar 17, 2020 | Estate Planning, Uncategorized
While looking up how to make your will, you probably found a ton of advice: forms at office stores, articles on financial websites, legal websites that have you answer some questions and spit out a form will, and finally, an estate planning attorney. Every category...
by Patrick Quarles | Sep 19, 2019 | Estate Planning, Uncategorized
In June, the Governor of Florida signed Florida House Bill 409 into legislation. This bill authorizes the use of electronic wills and will take effect January 1, 2020. An electronic will is a will that is executed online via remote notaries and video technology. This...
by Patrick Quarles | Sep 9, 2019 | Estate Planning, Formal Administration, Probate Administration, Summary Administration
If you’ve recently lost a loved one, and determined that you must probate their estate, you will have to gather the details of their familial relationships. Recently there has been a shift in how courts proceed in administration of intestate probate estates. Where...
by John Richert | May 13, 2019 | Estate Planning
There are several documents that all people should include in their estate plans. These documents are: a last will and testament, durable power of attorney, living will, designation of health care surrogate, and designation of preneed guardian. Last will and...
by John Richert | Apr 10, 2019 | Estate Planning
If you are a small business owner in Florida, you need to have an estate plan. In the probate process, the treatment and distribution of an ownership interest in a small business can be complex and expensive. Depending on the structure and business type, the business...
by John Richert | Mar 3, 2019 | Estate Planning
When we are helping clients design their Florida estate plan, one of the most common questions that we receive is whether the person should include specific items of tangible personal property in the will itself. Usually, our recommendation is that items of high...
