Blog
Jan. 2, 2024
Losing a loved one is an incredibly challenging experience, and understanding what's happening during probate only adds layers of complications, especially when the estate's executor refuses to communicate with you.
Read MoreDec. 6, 2023
As an estate planning attorney based in Ocala, Florida, I'm often asked about reverse mortgages and the challenges heirs may face. Many of my clients throughout Marion County have found themselves grappling with these issues after the death of a loved one.
Read MoreOct. 25, 2023
Inheritance can present challenges and disappointments. For example, heirs can sometimes feel cheated during the process, or even disinherited entirely. This can be particularly worrisome for children of a parent who has divorced and remarried.
Read MoreSept. 20, 2023
Probate and trust administration are vital estate administration procedures that are often required when a loved one dies or becomes incapacitated. During probate, the decedent's assets are gathered and evaluated, taxes and debts are paid, and the remaining assets are distributed to rightful beneficiaries.
Read MoreAug. 29, 2023
Creating an estate plan is always a delicate matter in any family, but if your household belongs to what is known as a “blended family,” the situation can be even more complicated and sensitive.
Read MoreAug. 1, 2023
In some situations, a child with special needs may require assistance for their personal care and financial matters. Conversely, some children often become irresponsible due to substance abuse, addiction, or laziness. Thankfully, a spendthrift trust allows parents to protect the inheritance and make adequate provision for their irresponsible heir’s needs.
Read MoreJune 27, 2023
If you’ve been named the personal representative in a loved one’s, friend’s, or associate’s last will and testament, then you will become the executor of that person’s estate once they pass away.
Read MoreMay 23, 2023
Watching a family member or loved one grow old can elicit complicated feelings as you help them navigate their changing abilities, both physical and mental. However, when this person is also suffering from a cognitive impairment like Alzheimer’s or dementia, there are other considerations to take into account, specifically the individual’s legal capacity to draft estate planning documents.
Read MoreApril 24, 2023
Many people who get married and start a family create an estate plan. They want to ensure their spouse and children are taken care of if they were to pass.
Read MoreMarch 10, 2023
Estate planning is a serious matter. While most people believe estate planning is important, many folks, unfortunately, look to find an easy way around the process. The fact is that getting the right legal counsel is the best way to make sure your estate plan protects your loved ones during some of the most difficult times they can face.
Read More