Monthly Archives: July 2023
What is a Fiduciary Relationship?
A fiduciary relationship is one in which one party, called the fiduciary, has the legal duty to act in another party’s best interests. The fiduciary is expected to put the needs of the other party first. There are many different types of fiduciaries in Florida, including bankers, financial advisers, lawyers, doctors, and accountants. Examples… Read More »
Providing For Pets In Your Estate Plan
A recent Chewy commercial shows three siblings sitting in front of a lawyer as he reads the terms of their parent’s trust. As they eagerly ask who gets the beach house, the lawyer comically states that it goes to Mr. Marbles, the cat. The commercial is meant to be satirical, but it is not… Read More »
Three Types of Guardianships
If you have a loved one who cannot care for themselves or you are concerned about your own possible incapacitation in the future, you may have questions about types of guardianships. Establishing legal guardianship in Florida can be a complicated process if you are unsure of what to do. Good estate planning can alleviate… Read More »