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When clients assure us they’ve finalized asset transfers, only to discover months later that certain assets remain in the decedent’s name, we have to re-open the probate case.
While it might seem like a good idea to transfer everything into your trust, vehicles are an exception, at least in Florida.
Winning the Lottery Without Losing Your Privacy: How We Helped Florida Winners Protect Their Assets and Peace of Mind Winning the lottery is a dream
I heard a Talking Head on the news pontificating the other day about how people should remember that the California fires are destroying only things
Our team will guide you through probate in Orange, Seminole, Osceola, Volusia and Lake Counties. Experienced specialists, fair hourly charges.
When it comes to your health and affairs, it’s crucial to have a plan in place and to identify people who can step into your
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets
If you’re like many people, you may not have your estate planning documents in order yet. Last week, I was interviewed for an article Super
If the stork is on his way, add estate planning to your list of things to do as expectant parents. It may not be as
What happens when a young adult inherits a sum of money, but money was not a topic of discussion in her family? If her parents