Blog

Sept. 30, 2024

Setting up a trust is a fundamental component of estate planning that can help manage and distribute assets efficiently while potentially minimizing estate taxes and avoiding probate.

Aug. 28, 2024

When you think about your future, it's easy to focus on the present — the day-to-day tasks, your current projects, and your immediate responsibilities. But have you ever considered what will happen to your belongings and your loved ones when you’re no longer around?

July 16, 2024

Thinking about what happens after death isn't the most cheerful subject, but it is an important one. Like many people, you might assume that your belongings and assets will automatically pass on to your loved ones.

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.

Dec. 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.

Oct. 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.

Sept. 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.

Aug. 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.

Aug. 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.

June 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.