Keep Your Family’s Future Secure
Palm Beach Estate And Probate Blog
Challenging a will in Florida because of undue influence
Did your elderly or ill relative sign a new will just before death that changed their estate plan by leaving significant assets to an unexpected beneficiary? Had that beneficiary suddenly became overinvolved with your loved one under suspicious circumstances? Bringing...
read moreExploring the advantages of a special needs trust
For those with special needs, as well as those who take care of loved ones with special needs, daily life can be difficult for different reasons. There is often a lot of uncertainty, especially when it comes to financial matters. Fortunately, there are steps that can...
read moreWhat constitutes as abuse of power of attorney?
A power of attorney is supposed to be a trusted individual whom a testator appoints to carry out his or her wishes in the event of death or incapacity. This designation gives a person the power to open and close bank accounts, conduct financial transactions, make...
read moreYou can avoid a guardianship with other estate planning documents
The average age of the population across the country, including here in Palm Beach, is on the rise. People are living longer due to advances in the medical field, which many would agree is a good thing. However, with this comes the possibility of spending the last...
read moreEstate planning tips for same-sex couples
Estate planning is a necessary undertaking for any couple. Each couple has unique circumstances that require different considerations. Finances, family dynamics and personal goals may impact how you plan your estate. As a same-sex couple, your sexual orientation...
read moreSetting the record straight about revocable living trusts
Potential estate planners here in Palm Beach probably already know not to believe everything they hear or read. This applies to revocable living trusts as well. A lot of information out there regarding this useful document could mislead people into either avoiding it...
read moreAre your documents ready for trust and probate administration?
If you created an estate plan, you are well ahead of many Palm Beach residents. You took the time to plan what you want to happen during trust and probate administration after your death. However, depending on what has happened in your life since you created that...
read moreDivorce, wills and other estate-planning documents
Divorce is a time of many changes for those going through it, whether here in Palm Beach or elsewhere. With numerous tasks to attend to prior to the conclusion of the divorce process, it can be easy to forget that any wills and other estate-planning documents probably...
read moreDo trusts provide advantages that wills don’t?
When Palm Beach residents talk to anyone about estate planning, one of the first things they probably hear is that they need a will. While that is good advice, other circumstances involved could require more than just a last will and testament. Trusts have certain...
read moreDoes your debt die with you?
When drafting a will in Palm Beach, accounting for all of your assets may seem an obvious step. Having a solid plan for the disbursement of your assets after you die should take a relatively high spot on your to-do list. What happens to your debts upon your death? Are...
read more
