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Discovery of Additional Assets During Probate = Bonus for Beneficiaries!
Many times, the Personal Representative of an Estate does not have a good understanding of the true nature and scope of the Decedent’s assets. This
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Estate Planning Chronicles: A Mother’s Race With Cancer
The most guaranteed event in life is undoubtedly death. Although it’s a morbid reality to face, it’s never too soon to plan for. Earlier this
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How to Make the IRS Unhappy and Avoid Probate
A client recently contacted us about the future inheritance of a house owned by her significant other, who had a very limited life expectancy. They
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Homestead and Exempt Property in Probate Estates
In Florida, a Decedent’s homestead real property passes to the Decedent’s protected heirs (essentially, spouse and/or blood relatives). In addition, the Decedent’s spouse, or if
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Importance of Payable on Death (“POD”) or Transfer on Death (“TOD”) Designations
I enjoy assisting estate planning clients, not only as it pertains to the drafting of the actual documents, but also with regard to reviewing the
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Charitable Trust Accomplishes Multiple Goals
John and Betty Brown have 3 grandchildren, ages 17, 18 and 20. They wanted to provide funds to cover a portion of each grandchild’s college