Currently Browsing:Last Will And Testament

In This Day & Age, Are Original Documents Even Necessary?

We are in the technological age. Many of us don’t ever think about keeping physical copies of documents that we have in electronic form. For example, do you have a physical photograph of last Christmas with the family? I know I don’t. I have a digital image on my phone (more like my husband’s phone,

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Newly Married?

Two souls have become one. But your estates are still “his” and “hers” unless you update your estate plan. While the State of Florida recognizes that even without a Will your spouse is entitled to a portion of your estate upon your passing, this “portion” may not be what you want your beloved to have.

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Financial Wellness Month

What is a Financial Wellness Program? According to Lee Eliav, digital marketing manager of HelloWallet, “Financial Wellness” may mean one thing to employees and another to their employers. Employers see financial wellness programs as practices that guide employee behavior and create positive productivity. Employees, on the other hand, see Financial Wellness Programs as those which

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There Are Only Two Things That Are Certain: Death And Taxes.

“In This World, Nothing Can Be Said To Be Certain, Except Death and Taxes” – Ben Franklin But short term, we are much more likely to become incapacitated than to die. So what does it mean to be incapacitated? It means that we can not make our own financial or health-related decisions. This may be

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New Parents?

You wouldn’t leave your baby in the care of a stranger. Without a Will, that awful thought could become a reality. If something happens to both parents, for example, a car accident and neither parent survives, without a Will in place naming a legal guardian, your children become wards of the State until a court

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How Safe is Your Pet From The Kill Shelter?

Last year, over 200,000 dogs and cats were euthanized in kill shelters across Florida before they could be adopted out. That’s atrocious! We animal lovers can’t imagine our pets coming to such an awful end and we would do literally anything to protect our pets. But what happens to your pets if something happens to

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What You Need to Know about “Probate”

I was amazed today when some I know who has been working in an attorney’s office asked me, “If I have a Will, then my estate doesn’t have to be probated, right?” I guess because I work in this area, I am surprised by how much misinformation people have about probate and Wills in general.

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What Do I Do After My Spouse or Parent Has Passed?

Recently, at the Charlotte County Wellness Fair, I was asked the question: Is there a list anywhere of the things I should do or must do after my spouse has passed? (Of course, this would also be a question that would apply if your parent has passed and you are named as the personal representative.)

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Outline of Florida Will Requirements to Open a Florida Probate Estate

I often get asked, “Is my out-of-state Will good in Florida.” Sorry to be lawyer-like, but the answer is “It depends.” In Florida, a Will has to be (1) signed by the testator; (2) in the presence of two witnesses over the age of 18 who also sign the Will; and (3) all three signatures

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