Category Archives: Estate Administration
Helping Aging Parents with Estate Planning
Discussing estate planning with your aging parents is challenging but necessary. There will come a time to help your parents create a comprehensive estate plan that will include some tools that will ensure that you can step in and take care of them if they become incapacitated, whether due to a sudden illness, injury,… Read More »
What is Blended Family Estate Planning?
Blended families face unique estate planning challenges. If you or your partner have one or more children from a previous marriage or relationship, it is critical to work with a Naples estate planning attorney who regularly works with blended families. What Documents Should Be In a Blended Family Estate Plan? There are certain documents… Read More »
What is Succession Planning?
Creating a Succession Plan for Your Naples Business It is important for every Naples business owner to engage in succession planning. Read below for more information about succession planning. What is a Succession Plan? A succession plan is a business planning document that creates a roadmap of what should happen if an owner or… Read More »
Inheritance Tax Protection in Florida
How to Reduce Estate and Inheritance Tax in Florida The state of Florida does not have an inheritance or estate tax. Despite this, you may worry about taxes upon your beneficiaries. You do want to be aware of what taxes may be when estate planning. Even though you will not owe estate or inheritance… Read More »
Do Estates Have to Go Through Probate in Florida?
Can Probate Be Avoided in Florida? Do all estates have to go through probate in Florida? Not all estates have to go through probate in Florida. Whether or not an estate can avoid probate depends on the types of property in the estate. Certain types of property avoid probate and pass directly to the… Read More »
Naples Estate Planning Attorney for Unmarried Couples
Why Do Unmarried Couples Need to Estate Plan in Naples? If you are in a serious relationship, but not married, it is wise to meet with a Naples estate planning attorney to create an estate plan that reflects your domestic relationship. Unmarried couples are not protected under Florida’s intestate laws. Under Florida law, if… Read More »
Are Your Legal Affairs in Order?
It’s a simple question that can produce a mixed of reactions: are your affairs in order? When this question comes up, you may be anxious about the thought of dying. You may be annoyed at yourself because you have put it off and you know its important. Or maybe you are worried that you… Read More »
Revising Your Estate Plan After a Divorce
Your Naples estate plan must be reviewed and revised after any significant life event, especially a divorce. This update needs to include more than just a new will. Below are five issues that must be addressed when estate planning after a divorce in Naples, Florida. 1. Create a New Will If you were like… Read More »
Choosing an Executor
Choosing an executor is a vital part of the estate planning process, no matter the size of the estate. It is an important role that not everyone is cut out to serve. Below is a list of five things you should look for when choosing an executor for your Naples estate plan. 1. Trustworthiness… Read More »
Reasons to Establish a Guardianship
A guardian is a surrogate decision-maker appointed by the court to make either personal or financial decisions for a minor or for an adult with mental or physical disabilities (referred to as the ward). In Florida, the guardianship process is governed by Chapter 744, Florida Statutes, and guardians are subject to court oversight. There… Read More »