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Florida Power of Attorney
A power of attorney is a legal document that gives someone the authority to make legal decisions on someone else’s behalf. A power of attorney creates a principal-agent relationship; the appointed person will act as an agent for the person (principal) who appointed...
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What You Should Know Before Buying a Home with a Homeowners’ Association
In Florida, many homes are located in communities controlled by homeowners’ associations “HOAs”. While HOAs offer many benefits to its residents, many owners, especially those who have never lived in an HOA before, are surprised by how HOAs are governed. Florida HOAs...
Who is an heir in Florida?
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...
Florida Estate Planning: What documents should I have in my estate plan?
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...
Estate Planning for Small Business Owners
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...
Florida Probate: What is a final accounting in a probate case?
In Florida probate administrations, one of the major sticking points, if there is one, is usually the accounting. This is especially true when there is a contested formal probate administration or when the beneficiaries lack trust in the personal representative. The...
FINRA Rule 8210 and Florida Professional License Disciplinary Proceedings
If you are licensed by FINRA, there is no doubt that you are familiar with the broad investigation powers that FINRA possesses if there is a suspicion of wrongdoing. However, if you are licensed by FINRA and working in Florida, you are very likely to also be licensed...