Do you understand what happens during probate?

It doesn’t matter if you’re creating an estate plan in Florida or facing the probate process after the death of a loved one, it’s critical to understand the finer details to ensure yourself of making all the right decisions. There are times when the probate process is uncontested, with everything unfolding as planned. Contested probate…

Prince Estate Planning

  April 21st saw the death of another musical icon, Prince Rogers Nelson was found dead in Minnesota at age 57; a talented producer, singer, songwriter, and instrumentalist. Whether you remember him as “Prince”, “The Artist”, or my personal favorite “His Royal Badness”; the icon’s prolific career spanned over thirty-five years and thirty-nine solo studio…

David Bowie Estate Planning

The year 2016 has proved a trying one for the world of entertainment. A slew of unexpected celebrity deaths has hit the music industry especially hard. Founding member of the Eagles and prolific songwriter Glenn Frey passed away at just 67 after complications from a case of pneumonia; Parkinson’s Disease claimed Earth Wind and Fire…

Revising Your Estate Plan

If you have an estate plan in place, congratulations!  You’re among a relatively small group of individuals that have taken an important step in securing their family’s future.  However, just because you have an estate plan in place, it doesn’t mean that your efforts should necessarily end there.  As time goes by, your financial or…

Managing Your Lottery Winnings

Were you one of the three lucky ticket holders that won the massive Powerball drawing this week? Unless you live in the town of Melbourne Beach where one of the winning tickets was sold, you probably missed out.  Although the drawing is over, the Powerball isn’t going anywhere and there are other Florida lotteries going…

Estate Planning Gifting Strategies

The holidays may be over, but it’s always a good time to consider a charitable gift, whether that’s for estate planning or otherwise.  If you’ve ever considered making such a gift, there are a few tips to keep in mind to help guide you. Have an estate planning gifting strategy in place is important so…

Health Subsidies and Your Taxes

For millions of Americans, the time has come to renew their health insurance through the marketplace.  Though considerable efforts have been made to make the process as seamless as possible, there are always unusual circumstances that lead to questions. For example, what happens if a person in their sixties reports their income as $22,000 a…

Dubious Wills Cause Major Problems

A wife set to receive a probate allowance found herself receiving less than what she was entitled to when her husband decided to flee to Florida, declared bankruptcy and then passed away under unusual circumstances.  The case became further complicated when it was revealed that the husband’s series of wills were in fact dubious.  Because…