Viewing 1 - 10 out of 10 posts

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 Read More

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 Read More

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 Read More

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 Read More

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 Read More

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 Read More

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 Read More

Can You File a Probate Without a Will?

David's father passed away recently. He wants to open a probate to distribute his father’s assets.  However, he read online that he needs a will to initiate the probate.  Here's Read More

Can a guardian change a will?

Can a court appointed guardian change the Ward's will? A guardian has a legal, or fiduciary duty, to act in the best interest of the Ward. A Ward has already Read More

Estate Planning for Snowbirds

There are many advantages to being a snowbird. You get to live in 2 different states or countries (if you’re from Canada.) You can avoid the harsh northern winters AND Read More

Viewing 1 - 10 out of 10 posts