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What is the difference between dementia and alzheimer’s disease?

What is the difference between alzheimer’s disease and dementia? Dementia is a group of symptoms characterized by impairment in at least two or more domains of cognitive function such as loss of memory or judgment. Dementia is a clinical syndrome that can result from many different diseases including huntington’s disease, parkinson’s disease, alzheimer’s disease and Read More

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How do I choose who will be the guardian for my minor children if I die?

Parents of minor children can be rightfully concerned about who will care for their children if they are not able to do so. It would be expected that if one parent is unable to care for the children, custody will go to the other parent. However, what if both parents die or become incapacitated? Who Read More

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Can an estate have two personal representatives?

Some individuals may designate two personal representatives instead of one in their will. Their intentions may be to not hurt any feelings by only choosing one. But having two personal representatives, referred to as joint personal representatives or co-personal representatives complicates a probate administration. Florida probate statute Section 733.615(1) states that “if two or more Read More

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What is the difference between an Executor and a Personal Representative?

When an individual passes away, much needs to done to settle their affairs, which may include liquidating and distributing assets, paying debts and filing tax returns. The person who is entrusted with this responsibility may be called an executor, a personal representative or administrator. These titles all refer to the individual acting in a fiduciary Read More

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How to get a will admitted if it is not self proving?

In a previous blog, we discussed the Florida requirement that a will be self proving. A self proving will must, in addition to the will being signed and dated by the testator, the person whose will it is, includes an acknowledgment should be prepared and signed by the testator and affidavits of the witnesses. The Read More

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What is an Elder Law Attorney? Here’s a video to help

What is an Elder Law Attorney? The Sarasota Professional Group organization had the opportunity to find out. Attorney Joseph Lehn spoke to the group about how he became an Attorney and what sets him apart as an Elder Law Attorney. He educated the group about important legal documents that can assist them now and into Read More

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What if the Will is Not Self-Proving?

In a previous blog, we discussed the need for a will to be self-proving. In other words, that the will include an acknowledgment or affidavit by the person whose will it is and two witnesses. But what if the will you need to probate isn’t self-proving? It depends on the circumstances. If the decedent, person Read More

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WHAT IS A FLORIDA SELF PROVING WILL?

When a client comes in to our office and brings a will for probate, they have confidence that it can easily be filed and used in the probate. Unfortunately, that is not always the case. Just because a will was prepared and signed, doesn’t mean it meets the Florida Statute requirements to be admitted to Read More

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What do I need to do as a Trustee of a Trust?

When a client retains our office to draft a Trust, a Trustee must be chosen. But the client may want to know before choosing a person, what will a trustee be responsible for. The person appointed as trustee may wonder the same. First, it is important to know what a trust is. A trust is Read More

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Estate Planning – Documents You Need

We all know that estate planning documents are an important part of our financial and long term planning. Whether we are young or old, having the right documents can give us peace of mind. Completing estate planning documents takes the burden of having to make tough decisions off of our loved ones. It also helps Read More

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