Recent Blog Posts
Trustee Duties and Indicators of Self-Dealing
When creating an estate plan, many Floridians place their trust in individuals to manage assets responsibly. One key figure in this process is a trustee. A trustee is the person or institution appointed to manage the assets in a trust for the benefit of the beneficiaries. Under Florida law, trustees have a fiduciary duty,… Read More »
What If There Are Multiple Wills?
Discovering multiple wills after a loved one’s passing can be confusing and emotionally stressful. Family members may wonder which will is valid, whether someone tampered with the documents, or if the latest version truly reflects the deceased’s intentions. In Florida, multiple wills are not unheard of, especially if the deceased updated their estate plan… Read More »
What Is Testamentary Capacity?
A legal term, testamentary capacity refers to a person’s mental ability to create or amend a valid will. In Florida, having testamentary capacity means that at the time the will is executed, the individual understands the extent of their property and the effect of signing the will. It’s a crucial requirement because it helps… Read More »
Why Clarity Matters in a Trust and Estate Plan
Clarity is everything when it comes to trust and estate planning. The language used in these documents must be specific, consistent, and legally sound. Because of this, ambiguity in documentation can lead to confusion, conflict, and costly legal battles among heirs. Whether you’re creating your own plan or dealing with a loved one’s unclear… Read More »
5 Situations That Could Lead to Someone Pursuing Guardianship in Florida
Guardianship is a legal tool used when an individual is unable to manage their personal, medical, or financial affairs. While it can provide critical protection, it also removes certain rights from the person under guardianship. That’s why guardianship is often seen as a last resort. But of course, there are many situations where guardianship… Read More »
Preventing and Addressing Undue Influence
Estate planning is a vital step in ensuring your wishes are honored and your loved ones are protected. But even the most carefully crafted plan can be challenged if undue influence is suspected. In Florida, undue influence is a serious concern that can lead to legal disputes and even invalidate a will or trust…. Read More »