Once a person has completed his or her estate plan, they may need to change it if they have children, their assets increase or decrease or there are other circumstances that cause the original plan to no longer fit their needs. They may not know how to approach...
Helping You Fulfill Your Family’s Plan For Life And Beyond
Year: 2021
Do you know how to talk to your parents about estate planning?
If your parents are getting older, then you might find yourself worrying not only about their health, but also about whether they’ve got the right estate planning tools in place to ensure that they’re as fully protected as possible. It’s usually an uncomfortable topic...
How might the court take part in a trust proceeding in Florida?
When a Floridian creates a trust, they are doing so for many reasons including to maintain control where their assets go, have a say in how they are handled and to ensure certain criteria must be met so beneficiaries can use the proceeds. The court will play a...
What happens if you can’t find your mother’s will?
When a Fort Lauderdale area resident’s parent passes away it can be an emotional time. Besides dealing with the grief that comes with a death of a family member, there can also be important legal matters to attend to. Settling a loved one’s estate is one such matter...
What happens to estate assets during probate?
When someone dies, the assets of the deceased must go through the process of probate, during which the oversight of inheritances, bequests, trust allocations, the settling of debts and death taxes, and the payment of funeral expenses takes place. From a legal...
When is it a good time update an estate plan?
In some ways, estate planning is never finished because as the estate planner’s life changes, their estate plan should also change to keep up with the changes in their life. It is important for estate planners to have an estate plan that represents their wishes,...
How can a will be revoked in Florida?
When a Floridian takes the responsible step to create an estate plan, it is not necessarily permanent. Life changes will inevitably happen and those who have a will and experience those changes should be aware of how to effectively update or revoke their will. For...
Tips for keeping the family money in the family
The first step is drafting the most basic estate planning document, a will. This legal document outlines how one wants their assets to be divided after they die. And, while, just about everyone, has heard of the document and knows its importance, only about 33% of us...
Beware the dangers of DIY estate planning
A lot of people think that estate planning is something that they don’t need, or something that is so simple that they can take care of it on their own. Both options are dangerous, though, threatening to leave your estate and your loved ones without the protection...
How does Florida law protect a disinherited spouse?
A last will and testament provides the means for a person to ensure that their property and assets are distributed, following their death, according to their wishes. But a will also allows the deceased to specifically exclude certain individuals from receiving any...
Jennifer D. Sharpe
Call: (954) 361-9449