Estate Planning Is More Vital than Many Know

May 22, 2020

Many people in Florida hesitate to begin the process of estate planning for various reasons. Common excuses include the fact that they think that estate planning is only for the wealthy or that it is too hard. However, both of these are misconceptions that should not stand in the way of estate planning.


The first thing to know is that assets are just one part of estate planning. There may be other things such as advance care directive and care for minor children that may be important even if the family is not wealthy. Second, even more limited assets will need to be distributed, and probate is a difficult process no matter the size of the estate. Third, estate planning is easier than one thinks.


The key to estate planning is preparation and education. One should make an inventory of both their assets and the people that their estate plan needs to address. Then, they should take the time to study the options that are available to them, learning more about each one on the way. Then, they should formalize the estate plan and execute the documents. Finally, they should periodically reevaluate their plan based on changes in their life. When one realizes that estate planning is simply a function of being methodical and informed, it is much easier to decide to begin the process.


To begin the process of basic estate planning, one should consult with an attorney for advice and suggestions on how to think of and address their estate planning needs. The attorney may bring various options to their client’s attention that allow them to start to formalize their estate plan. After that, the attorney could assist their client in drafting the relevant estate planning documents to ensure that everything is done correctly and according to the law.

Title Disputes: When One Party Doesn’t Want to Sell

December 7, 2022
If you co-own a property and want to sell, but the other party doesn’t, you may wonder what your legal options are. The situation is quite common. When co-owners do not agree on the sale of the property, they may feel that litigation is the only option to resolve the dispute. However, that is not correct.

Necessary Inclusions in a Real Estate Contract

March 31, 2021
Real estate purchasers in Florida are often at a loss for understanding what conditions of the sale should be established in writing and included in the deal. Real estate transfers can appear as relatively simple transactions, but the truth is that they can be very complicated when misunderstandings exist between contracting agents. Although there are multiple details that should be included, there are three primary components that must be spelled out in writing for all parties.

Who Can Be a Trustee in Florida?

March 3, 2021
Trusts can be a great tool for estate planning. In a trust, one party puts assets into an instrument that a trustee manages. This individual looks after the funds until they pass to a beneficiary. In Florida, almost anyone can be a trustee as long as he or she is an adult of sound mind. A corporation, like a bank, can also act as a trustee. So can a professional, like a lawyer. In some cases, testators choose a family member or friend to be a trustee.

When Can You Contest a Will?

March 3, 2021
Your loved one’s will in Florida doesn’t have to be the last word on their estate. You can’t contest the will because you don’t like the outcome, but you could contest the will if you suspect that it’s not legally binding. A judge might use an earlier version of the will or distribute your loved one’s assets according to state law instead.

Best Time of Year to Sell a Home in Florida

February 8, 2021
Many people looking to sell their home falsely believe that they have a short window to do so each year. However, sellers in Florida should inform themselves of the benefits of marketing their home during every season.

Commercial Real Estate Investing in Boca Raton, FL

January 14, 2021
Commercial real estate also referred to as CRE, has recently become a more popular choice among real estate investors thanks to its growth potential and ability to provide passive income. If you are considering investing in CRE in Boca Raton, Florida, there are certain things you should know before you begin your career as a real estate investor.

The Drawbacks to A Do-It-Yourself Estate Plan

December 30, 2020
People in Florida who are wondering whether they should simply write their own will or estate plan without seeking legal assistance should keep in mind that not everything that is permissible is necessarily a good idea. Preparing a do-it-yourself estate plan might be one of those things.

Reasons Why Your Estate Might Be Subject to Probate

December 22, 2020
If you are a Florida resident when you die and own any property in your own name without naming a beneficiary, your estate will be subject to administration, also known as probate. This is generally true whether you die with or without a valid will. A probate proceeding may also need to be initiated if you own real estate with another person. However, probate may be avoided by owning property in a revocable living trust.

Is DIY Estate Planning a Good Idea?

December 15, 2020
Planning your will in Florida allows you the opportunity to make sure things go smoothly for your family members after you pass. An improperly or incorrectly executed will could end up failing to achieve your goal of having your wishes followed.

Understanding the Process of A Commercial Real Estate Disposition

November 11, 2020
There are many moving parts within the commercial aspect of Florida real estate. Some aspects can be used to improve a home’s value while others allow the owner to utilize the property for the pursuit of a business venture. Of these includes the disposition of real estate. This is when you liquidate property to obtain additional cash. The following includes further information on this term as well as tips on how to properly navigate it to ensure the best results possible.