Monthly Archives: August 2026
Estate Planning for People Who Have More Passwords Than Property
Estate planning used to focus heavily on houses, bank accounts, investments, and other physical property. Today, someone may have relatively few traditional assets but still leave behind a surprisingly complicated digital life. Think about how many accounts you access every day: email, cloud storage, social media, subscription services, online banking, digital photos, password managers,… Read More »
Is It Possible to Challenge a POD or TOD Designation?
Tools like Payable-on-Death (POD) and Transfer-on-Death (TOD) are designed to simplify how assets pass to loved ones. These designations allow certain accounts or property to transfer directly to a named beneficiary without going through probate. But what happens if something doesn’t seem right? Maybe a designation was changed late in life or it doesn’t… Read More »
Are There Timelines for Contesting an Estate Document?
Many families navigating estate issues are surprised to learn that Florida law imposes strict deadlines for taking legal action. Waiting too long to raise questions about an estate document can significantly limit (or completely eliminate) the ability to challenge it later. Whether someone believes a will was signed under undue influence or has concerns… Read More »