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Protecting assets and providing for loved ones are two primary goals of most estate owners. Even for basic assets, it is good to have a plan in place for how they should be distributed when the time comes to administer the estate. The estate planning process is never...
When a person in Florida, or elsewhere in the United States, dies without having executed a last will and testament, his or her estate becomes “intestate.” This means that a probate court judge will distribute all the assets associated with the estate in accordance...
When a Florida family member dies, those who may be heirs or beneficiaries to their estates are typically notified by the person responsible for settling the estate. If someone dies without a last will and testament, the estate becomes intestate, and assets are...
Many Florida residents provide care for loved ones with special needs. There may be a parent who has a child with Down Syndrome or a family with a loved one who became incapacitated following an accident or any number of other possible situations. Many parents and...
If you haven't done estate planning before, you might have heard about wills and trusts, but not what they are. Perhaps confusion over these estate planning documents has held you back from setting up your own plan. If so, here is a basic overview of what wills and...
Diagnosis of Dementia Dementia is generally characterized by cognitive impairments (including memory loss, confusion, difficulty communicating, poor judgment or changes in mood or personality) that impair a person’s ability to perform activities of daily living....
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will,...
A power of attorney (POA) document authorizes a person to act on another’s behalf in private affairs, business matters or any other legal matter specified in the document. The “principal” is the person who authorized someone else to act on their behalf. The “agent” is...
Concerns about physical abuse and neglect are a primary reason that many people choose in-home care for their elderly loved ones. Unfortunately, even recipients of in-home care can still experience forms of abuse — and financial abuse may be most prevalent in these...
87-MAY Fla. B.J. 30 Florida Bar Journal May, 2013 Column: Real Property, Probate and Trust Law TRUSTS: TBE OR NOT TBE R. Craig Harrison Copyright © 2013 by The Florida Bar; R. Craig Harrison *** Start Section …be allocated to a tax credit shelter trust so that the...