Florida Elder Law & Estate Planning Blog

You Need A Pourover Will, Even With A Living Trust
April 15, 2024

Having a Living Trust as the cornerstone of your estate plan can be advantageous, depending on your particular circumstances and estate planning goals. One notable advantage: A properly structured and funded Living Trust, unlike a Last Will & Testament, is…

Six Estate Planning Steps If You Have Minor Children
March 5, 2024

Every adult with people and assets to protect needs a plan to protect loved ones in the event of incapacity or death. And what better example of a person with people to protect than the parent of a minor child?…

This Estate Battle Began 66 Million Years Ago
December 11, 2023

Four siblings are currently fighting over their mother’s estate. That is not an unusual occurrence. But unlike other estate battles, this one started a long, long time ago. In fact, sixty-six million years ago. On August 12, 1990, fossil hunter…

Who Are Your Children Under Florida Inheritance Laws?
September 17, 2023

Do you know who your children are?  From an estate planning perspective, the answer may not be as obvious as you think! Inheritance rights under Florida law depend on your child’s status in relation to you. Is the person your…

Whom Should You Name As Your Personal Representative?
August 18, 2023

Your Personal Representative is the person you select to administer your probate estate after you pass on. Often referred to as an “executor” in states other than Florida, a Personal Representative must be named in your Last Will & Testament….

Rock & Roll Icon’s Son Won’t Inherit Family Home
April 13, 2023

Rock & roll legend Jerry Lee Lewis died at age 87 on October 28, 2022 following several years of declining health. Wildly pounding away on the piano, he ushered in the golden age of rock & roll with classic hits…

Who Will Inherit Aaron Carter’s Estate?
December 6, 2022

The list of celebrities who have died without an estate plan grew by one more this November, providing yet another example of the chaos that can follow lack of planning, for celebrities and non-celebrities alike. Rapper/songwriter Aaron Carter was found…

Charles Manson Crime Scene
The Battle Over Notorious Killer Charles Manson’s Estate: Lessons For The Rest Of Us
August 10, 2022

It’s shocking, it’s macabre, but it’s true: The estate of serial killer Charles Manson could be worth a fortune. And there’s a legal battle over who inherits it. Manson left behind assets when he died. He passed away at age…

undue influence
Mom Wants To Change Her Will
July 12, 2022

To rule out undue influence and observe an estate planning client’s mental capacity, our attorneys always speak to a client alone before allowing children or others to sit in on the consultation. This makes it unlikely that anyone could successfully…

Some Assets Do Not Belong In Your Living Trust
May 8, 2022

A trust can be an effective estate planning tool for clients who desire a level of control over their assets. A trust allows you to place various “qualifiers” and incentives on distributions to beneficiaries. You can direct your trustee to…