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Small Business Succession Planning

In some ways, this business is your baby! You have watched it be born, nurtured it through the scrapes and bruises, educated and enlightened it, and helped it mature into something you are really proud of. But just like your human babies, your business needs to become independent from you so that when you no

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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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