by Jill Burzynski | Apr 9, 2020 | Blog, End of Life Planning, Probate and Trust Administration
What is a probate proceeding and how does it work in Florida? A probate proceeding is the process whereby assets that were held in a decedent’s name alone are passed to his or her beneficiaries (if there is a will) or heirs (if there is not a will). Through the...
by Jill Burzynski | Dec 3, 2018 | Blog, Estate Planning, News Article, Probate and Trust Administration
Many times clients think they have solved their division of assets (after their death) by making up a simple plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and titled...
by Jill Burzynski | May 23, 2018 | Blog, Expert Video, Probate and Trust Administration, Video
Probate is the process whereby a decedent’s assets which are held in his or her name alone, are transferred to the beneficiaries pursuant to the terms of the decedent’s Last Will and Testament or to the heirs if the person has no will. A person’s will provides for the...
by Jill Burzynski | Feb 22, 2018 | Blog, Estate Planning, Medicaid, News Article, Probate and Trust Administration, Trusts, Veterans' Benefits
Yesterday, I attended a function where I heard a conversation among some Seniors. The conversation went as follows: Jane: I have a trust…. so I have done my legal planning. Susan: I have a trust and it is fully funded. Mary, do you have a trust? Mary: I don’t...
by Jill Burzynski | Aug 27, 2015 | Blog, Caregiver Issues, Estate Planning, Financing Long Term Care, Probate and Trust Administration
All too often I hear stories of family members who are named successor trustee in a loved one’s trust who do not seek legal advice about their role as trustee and never trigger the mechanism in the trust in order for them to take over as trustee. They instead...
by Jill Burzynski | Jul 10, 2015 | Probate and Trust Administration
The passing of a loved one is a very difficult time for family members. Many things will need to be accomplished in this difficult time of grief. Some things should be accomplished by family members; others may require the assistance of professionals including a CPA...
