by Kelly Alexander | Sep 21, 2022 | Blog, Estate Planning, Guardianship, Probate and Trust Administration, Trusts
A client asked me this question this week. As usual, the answer is “It depends.” Everyone’s legal, health and financial situation is a little different. Some factors it can depend on will be discussed below. But the first question is: What do you want to...
by Kelly Alexander | Aug 5, 2022 | Blog, End of Life Planning, Estate Planning, Probate and Trust Administration, Trusts
In Florida, inheritance rights of children in an estate depend on whether the decedent left a will. If there is a will, it will be clearly stated how much each child should inherit. In many cases, this is a straightforward process. For example, one may state that...
by Jill Burzynski | Aug 19, 2021 | Blog, Exploitation, News Article, Probate and Trust Administration
Probate can be slow, involves court costs and attorney’s fees, and will involve a court. For all these reasons, you might want to avoid probate. This article will cover some practical steps you can take in order to avoid probate. Of course there are some situations...
by Jill Burzynski | Jun 18, 2021 | Blog, Estate Planning, Probate and Trust Administration
What is a Florida probate, and how does probate work in Florida? Florida Probate is the process in which assets that were held in a decedent’s name alone are passed to his or her beneficiaries (if there is a will) or heirs at law (if there is no will.) Through the...
by Jill Burzynski | Apr 8, 2021 | Blog, Probate and Trust Administration
When a person dies with a will, their will lays out who receives their property (called “heirs”) and who will manage and distribute their estate (called the “personal representative”). For many reasons, potential beneficiaries can feel slighted by what they did...
by Jill Burzynski | Mar 27, 2021 | Blog, News Article, Probate and Trust Administration, Trusts
I recently had a client who wondered if he could make changes to his irrevocable trust. In Florida, the answer is “maybe”. People make irrevocable trust for many reasons, one mayor reason being tax and benefits planning. In order to make a completed gift for tax...