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 Kelly Alexander | May 26, 2022 | Blog
Elderly people often require assistance while doing their activities of daily living (ADL). While some individuals receive long-term care at their residence, others get the assistance they require in a nursing home or facility specializing in assisted living. This...
by Kelly Alexander | May 19, 2022 | Blog
What is a Life Care Plan? A life care plan is a form that summarizes a person’s health and treatment plan. It identifies the health condition, providers, medications and emergency contacts, and options for care. Normally, the plan is completed in consultation...
by Jill Burzynski | Sep 18, 2020 | Blog, Estate Planning, News Article, Trusts
Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...
