Category Archives: Probate

Even If You Are Not A Florida Resident You Might Need a Florida Probate

When someone dies and needs a probate, that probate is usually conducted in the state in which they are a resident, which is their home state (sometimes a person may appear to be a resident of more than one state, … Continue reading

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A Joint Account With Your Child May Not Be The Best Idea

Many times, as parents get older they feel that they need to add a child as a joint owner on their financial accounts.  They do this for many reasons. Some feel that it is the best way to plan for … Continue reading

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Does Your Estate Plan Think Your Oldest Child Is a Super Hero?

When you enter the world of estate planning, an interesting phenomenon sometimes occurs.  Your oldest child becomes a super hero.  This is because your oldest child sometimes becomes the child automatically chosen to act on your behalf in all situations … Continue reading

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Florida Probate Basics: Avoiding Probate Is Not Always the Right Answer

Many times people will come into my office and tell me that they heard that they need to have a trust because they have to avoid probate. Probate has gotten a bad reputation, but going through probate is not always … Continue reading

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Florida Probate Basics – What Assets Go Through Probate

The assets we own usually fall into one of three categories.  These categories are 1) assets you own that have a beneficiary designation, 2) assets that you own jointly with a right of survivorship with someone else and 3) assets … Continue reading

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Florida Probate Basics – Paying Creditors

The Personal Representative is responsible for gathering the assets of the decedent into the probate estate and safeguarding the assets for the benefit of the beneficiaries.  However, before the assets can be distributed to the beneficiaries, the Personal Representative has … Continue reading

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Florida Probate Basics – The Personal Representative

The Personal Representative (known in other states as the Executor or Executrix) is the person responsible for carrying out the wishes the decedent expressed in his or her will.  Usually, the Personal Representative is named by the decedent in the … Continue reading

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Florida Probate Basics – Part 1

Whenever the discussion turns to probate, I have noticed that there seem to be a lot of questions and misunderstandings surrounding what it is, how it works and if it is necessary.  Over the next few weeks, I will try … Continue reading

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A Trust Can Be an Important Estate Planning Option for Snowbirds

Many people have adopted the snowbird lifestyle.  They choose which weather conditions they prefer and spend part of the year in a house they own in one state (for instance, the summer) and the other part of the year in … Continue reading

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