As a business owner, you are busy – busy running your business, running your household, running your children around. Most business owners are focused on short term gains and goals. The focus is mostly about what can be done in the next 24 hours to level up the business – but what are you doing […]
What You Must Know Before Choosing Your Personal Representative
In Florida, choosing a personal representative (commonly called “executor”) to be in charge of your estate is a very personal decision. While you might think you have the final word in your will, there are certain criteria each personal representative must meet in order to be appointed. Your decision is secondary to the Florida Statutes. […]
A Family’s Guide to Florida Probate
What is Probate? Probate is the court supervised process that begins after a person’s death (“decedent”) and is done for the purpose of: 1) confirming the validity of the will, if any; 2) identifying and taking possession of the assets; 3) paying the decedent’s debts, and 4) distributing the assets to the beneficiaries. References to […]
New to Florida? Are Your Estate Plan Documents Still Good?
Many people move to Florida. Some move here for the sunshine, warm weather, and the beaches. Others come for new opportunities. We welcome all of you. Many who relocate to Florida are concerned that estate plan documents they had prepared in another state may not be valid in Florida. These documents could include last wills, […]