Category Archives: Estate Planning

Can You Prove Undue Influence?
Out of all the grounds that allow a will/trust to be contested, undue influence is one of the most notable. Going over how undue influence can be proven, and speaking with a lawyer, will allow you to obtain the best possible outcome. What Is Undue Influence? Sometimes, one party takes advantage over another party… Read More »

2 Things You Should Not Include With Your Estate Planning Documents
A wide variety of different types of information must be included with your estate planning documents. But, there are other types of information that cannot, and really should not, be included with your estate planning documents. Going over the two most notable things you should not include with your estate planning documents, and speaking… Read More »

5 Types Of Assets You Can Use To Fund Your Trust
A good trust is one of the most important components in an estate plan. But, in order for your trust to be used as the means through which your assets are distributed to your beneficiaries, you must fund it. Going over the five types of assets you can use to fund your trust, and… Read More »

What Are The Signs Of Financial Elder Abuse?
Many elderly people struggle with managing, and going about, their day-to-day lives. This can lead to elder abuse of various sorts, including financial elder abuse. Going over the signs of financial elder abuse, and speaking with an estate planning lawyer, will allow your elderly loved one to protect their financial assets. What Is Financial… Read More »

Is A Handwritten Will Valid In The State Of Florida?
To answer the question outlined above, “Yes, a handwritten will is valid in the state of Florida.” But, the above is true only if certain conditions are met. If these conditions are not met, then your handwritten will is not valid in the state of Florida. Going over the ways in which you can… Read More »

Are Probate Records Public Information?
Every probate record is considered public information within the state of Florida. Given this fact, most of the information these records contain is also public and, as such, accessible to those who wish to access it. Going over what it means for your probate records to be public information, and speaking with a Florida… Read More »

Is A Power Of Attorney Important, When Developing An Estate Plan?
The answer to the question outlined above is “Yes, a power of attorney is important, when developing an estate plan.” Going over the ways in which a power of attorney is important, and speaking with an estate planning lawyer, will allow you to develop an effective estate plan that includes a good power of… Read More »

Is Developing An “I Love You” Will A Good Idea?
You may have heard of a type of will referred to as an “I love you will.” And, you may be interested in developing a will of that sort. But, even though this type of will may sound right for you, it is likely not. Going over the flaws that an “I love you”… Read More »

3 Things You Might Forget To Include In Your Estate Plan
A wide variety of things can, and should, be included in your estate plan. Many of these things are very easy to remember and include – a house, for example – but others are not. To ensure that your estate plan includes everything it must include, you can find three things you might forget… Read More »

How Does Gifting Play Into Your Estate Plan?
Every estate plan contains a space for gifts. Right before someone chooses what gifts to give, and who to give them to, it’s important to understand what gifting is and how it plays into their estate plan. What Is Gifting? A gift is “a voluntary transfer of a benefit without the need for any… Read More »