Category Archives: Estate Administration
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 »
Second Marriage and Estate Planning
Individuals who have remarried face unique estate planning challenges in Naples, Florida. People entering their second marriage usually do so later in life when they have more property and children from previous marriages. Because of this, many of the planning strategies that work well for first marriages are inappropriate for remarried individuals. Will My… Read More »
Protecting Your Unmarried Partner in an Estate Plan
While creating a comprehensive estate is beneficial for all Floridians, it is essential to have one to provide for your unmarried partner. Unmarried couples in Naples, Florida is not uncommon. But if you want to make sure your partner receives some financial assets upon your death, you need to make a estate plan that… Read More »
Joint Tenancy to Avoid Probate
In Florida, the type of property ownership can affect you in probate court. If the property is held in joint tenancy with the right of survivorship, it will pass to the surviving owner outside of probate. It can have a significant impact on the administration of your estate after your death. Joint tenancy with… Read More »