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Planning for Incapacity in Florida

Planning for Incapacity in Florida

Incapacity means not having the physical or mental ability to do certain tasks or make important decisions. For example, if you cannot physically go to the bank to do transactions that require you to appear in person, or if you cannot understand the transactions you...

Estate Planning for Younger Adults

Estate Planning for Younger Adults

Most people assume estate planning is a task you can put off until your later years. However, even the young, healthy, and not so wealthy can benefit from estate planning. Although it may not be crucial for young adults to use every estate planning tool in the book,...

What is a Trustee?

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...

Do I Need to Do Probate?

Do I Need to Do Probate?

As probate professionals, people reach out to us when they are not sure how to take the first step after losing a loved one. Sometimes they have only a partial understanding of their loved one’s financial situation. A few cases have been with people who were managing...