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Life is constantly changing, and your estate plan should reflect those changes. Major life events, such as marriage, divorce, the birth of a child, or the death of a loved one, can have significant impacts on your estate plan. Here’s why it’s essential to review and update your estate plan after these key life events…
In today’s digital age, our lives are intricately intertwined with the online world. From social media profiles to online bank accounts and cherished family photos stored in the cloud, we accumulate a vast digital footprint over the years. As residents of Florida, it’s crucial to understand how estate planning for digital assets in the Sunshine…
Introduction: Estate planning is a crucial aspect of securing your assets and ensuring that your wishes are carried out after your passing. Many individuals seek various estate planning tools to simplify the transfer of assets to their loved ones while minimizing potential conflicts and expenses. One such instrument that has gained popularity in recent years…
Blended families, which involve remarriage and the combining of two families, have become increasingly common in Florida and the rest of the United States. While blending families can bring joy and new opportunities, it can also complicate estate planning. Without careful planning, blended families may face challenges when it comes to distributing assets and ensuring…
A No Contest Clause, or In Terrorem Clause, is a provision often used in Wills & Trusts stating that if a beneficiary disputes any part of the Will or Trust during probate or other administration, their share shall be reduced or removed. While in theory it sound like a perfectly reasonable way of preventing disputes;…
As of January 24, 2022, we will be opening a brand new office! We will be relocating to the UTC area on Cooper Creek Blvd. Most of our clients will find this area much more convenient. Being just off I-75 it will be extremely convenient to Sarasota, Lakewood Ranch, Bradenton and of course, University Park….
Why a Revocable Trust in Bradenton Might Be a Good Option. Circumstances and relationships in your life can change over the course of years. This can make estate planning seem complicated as you don’t want to set it up one way and later decide that was not the best way to do it. Revocable trusts…
Why a Revocable Trust in Sarasota Might Be a Good Option Circumstances and relationships in your life can change over the course of years. This can make estate planning seem complicated as you don’t want to set it up one way and later decide that was not the best way to do it. Revocable trusts…
What is a Living Will in Lakewood Ranch? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living will is also known as an advanced directive. It is imperative that you make your wishes known and what you’d like to have happen….
Sarasota: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This means…
Why a Revocable Trust in Venice Might Be a Good Option Circumstances and relationships in your life can change over the course of years. This can make estate planning seem complicated as you don’t want to set it up one way and later decide that was not the best way to do it. Revocable trusts…
Bradenton: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This means…
What is a Living Will in Venice? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living will is also known as an advanced directive. It is imperative that you make your wishes known and what you’d like to have happen. Most…
A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living will is also known as an advanced directive. It is imperative that you make your wishes known and what you’d like to have happen. Most people are not aware that everyone should…
Lakewood Ranch: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This…
Venice: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are irrevocable trusts and how can they benefit you and your beneficiaries? This type of trust is one that, once signed, cannot be changed. This means…
Why a Revocable Trust in Lakewood Ranch Might Be a Good Option. Circumstances and relationships in your life can change over the course of years. This can make estate planning seem complicated as you don’t want to set it up one way and later decide that was not the best way to do it. Revocable…
What is a Living Will in Sarasota? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living will is also known as an advanced directive. It is imperative that you make your wishes known and what you’d like to have happen. Most…
How Does a Probate Lawyer in Venice Assist and Advise a Personal Representative? A probate lawyer helps a personal representative in the following matters: Acquiring the appraisals, date of death, and values of the departed’s property or properties Securing and locating non-probate assets and probate assets Filing documents needed by the probate…
How Does a Probate Lawyer in Bradenton Assist and Advise a Personal Representative? A probate lawyer helps a personal representative in the following matters: Acquiring the appraisals, date of death, and values of the departed’s property or properties Securing and locating non-probate assets and probate assets Filing documents needed by the probate…