Posts Tagged ‘will’
Financial Literacy Information from an Estate Planning Attorney
Since it is Financial Literacy Month, we thought we would share some of the valuable information about how financial literacy and estate planning go hand in hand. As an estate planning attorney, we work with families and their financial planners frequently. It is important for us to have a good idea of a person’s finances…
Read MoreYour Attorney & Finances Are Closely Linked
Although you may at first think that only your financial planner has anything to do with your financial future, that is rarely true. You really should have a conversation with your family lawyer as well. Since it is Financial Literacy Month, we thought we would share how we are also involved in safeguarding your financial…
Read MoreGetting Started with the Probate Process
Whether you are the personal representative or someone close to you passed without a will or trust, starting the probate process can feel overwhelming. In Pinellas County, and all of Florida, almost all estates go through probate. And, if you are the one working to settle an estate, the best advice we can give you…
Read MoreAdvice from Florida Probate Lawyers
You can find a lot of information about the probate process, both in Florida and elsewhere, but what is harder to find is simple, factual advice. As experienced probate lawyers, we want to help you whether you are in the process of having a will or trust drawn up, or find yourself working hard to…
Read MoreThings People Forget in Their Estate Plan
An estate plan is a very personalized thing. Rarely are two individuals or family’s situations identical. Because of this, working with experienced local attorneys who know what questions to ask to help you include all the right elements for your estate is very important. As you begin planning for your initial meeting with an estate…
Read MoreDo I Need a Will?
This is a question you may be asking yourself, especially if you are young and healthy. We answer this question often by asking a few more questions to help you determine if you need a will. If you are 18 or older and answered yes to either of the other two questions, then yes, you…
Read MoreCommon Misconceptions About Florida Probate
As a probate attorney, I wish that Florida probate was simple and straightforward. Afterall, any family dealing with the loss of a loved one has enough grief and stress. However, it is not, and the deceased assets and liabilities must be dealt with, and the process in which that happens is probate. Here are a…
Read MoreFrequently Asked Questions About Probate
As Pinellas County probate lawyers, we hear many questions about probate. Some are asked during the process of drawing up a will or trust. Others are when we help settle an estate. If you have never been through the process in Florida, you will likely have many questions. Here are answers to some of the…
Read More3 Common Estate Planning Mistakes
Because it is Financial Literacy Month, we thought we would share some common estate planning mistakes families in Pinellas County and throughout Florida make. Estate planning is important so your estate does not go into intestate, a process that takes time and complicates the process of estate distribution for your loved ones and beneficiaries. 1. Not…
Read MoreFinancial Literacy Extends to Your End of Life Plans
Financial literacy is much more than understanding not to spend more than you make and to pay your bills on time. True financial literacy includes an understanding of income, investments, retirement, tax implications of your income and investments, and even what will happen to your wealth upon your death. As an estate attorney we help…
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