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What is a Trustee?
Florida Trusts can serve many purposes, but they all have one thing in common: Every trust must have someone named as its trustee. A trustee is someone who is appointed by the settlor (creator of the trust) to have the legal authority to hold and administer the...
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Do I need probate for Florida assets?
After you lose a loved one, there are many decisions that you need to make in order to carry out your loved one’s wishes. If your loved one had a will or owned certain assets at the time of death, such as a house, car, boat, bank accounts, or investment accounts...
Why our estate plan package is a better value than using a legal form company like LegalZoom
A common question that we receive when talking to potential clients about doing an estate plan for is “Why should I pay more to use you guys instead of LegalZoom?” This is a legitimate question. As of the date of publishing this post, LegalZoom offers an estate plan...
What you need to know about a Florida Power of attorney
When consulting with an attorney on which Florida estate planning documents you should obtain, one of the documents that is most commonly included is the durable power of attorney. While including a durable power of attorney is wise for anticipating the worst case...
What is a Florida Designation of Pre-Need Guardian?
When consulting with an attorney on the creation of estate planning documents, usually the documents that first come to mind are a Living Will, a Final Will and Testament, and a Power of Attorney. Another document that is typically included in a life or estate...
What is a notice of trust in Florida?
A notice of trust in Florida is a document that is required to be filed in the probate court in the county where the decedent (person who passed away) resided at the time of his or her death. The notice of trust is an important document and should be considered when...
The Attorney-Client Relationship
Responsibilities: What is the difference between the attorney’s responsibilities and the client’s responsibilities? Establishing a good attorney-client relationship is key to how the two of you will work together to get a goal accomplished. Work together you say? You...