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May 2018 Archives

The administration of trusts can get complex. Don't do it alone

You may have been flattered when your Palm Beach relative came to you asking if you would be an integral part of his or her estate plan. Now that he or she has passed away, you find yourself being appointed the successor trustee to his or her trust. You may be finding out too late that the administration of trusts can get complex and requires you to complete numerous duties, and now you are unsure how to proceed.

Wills need to meet certain requirements in order to be valid

Like other Palm Beach residents who are just beginning the estate planning process, you may have numerous questions. For instance, you may know that wills are considered the cornerstone of estate plans. However, you may not understand how a will functions upon death or what may be included in it. Moreover, you may not realize what it takes to ensure that a court rules your will as valid when the time comes to administer your estate.

Undue influence and Florida wills

You may have heard of cases where someone's will faced a challenged based on undue influence. Understanding what this term means from a legal standpoint could help you gain clarity and make strategic decisions to help lessen the chances of your will facing this and other challenges. It can also be helpful if you are going through the probate process in connection to a loved one.

What you may need to know about guardianship

When you discover that an aging parent may no longer be able to care for him or herself, you may begin looking for a way to help. Someone may have mentioned to you that you could seek a guardianship, but you are not sure what that entails. Before heading to a Palm Beach-area court, it may be a good idea to understand the basics.

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