Blog

June 10, 2025

This affidavit serves as a sworn statement, typically executed by disinterested parties with knowledge of the decedent’s family history, to identify heirs and facilitate the transfer of assets. Understanding when and how to use an Affidavit of Heirship is essential for traversing Florida’s probate and estate administration processes efficiently.

May 12, 2025

As an estate planning lawyer in Florida, I often speak with people who want their wishes respected after they pass but aren't quite sure what steps will make their will legally enforceable. A lot of folks think drafting a will is a one-and-done task—write something down, sign it, and you’re set.

April 1, 2025

When a loved one passes away, their assets and final affairs must be handled according to legal guidelines. This process, known as probate and estate administration, helps to distribute property, pay outstanding debts, and finalize financial matters.

March 27, 2025

Losing a loved one is always difficult, and dealing with legal matters afterward can feel overwhelming. One of the most important tasks that needs attention is probate — the legal process that settles a deceased person's estate. If you're facing this situation, you might be wondering how long you have to file with a probate attorney after someone's passing.

Feb. 23, 2025

In Florida, as in many other states, probate can be a lengthy and costly process for the heirs and beneficiaries of an estate. Probate is the legal procedure that occurs after a person passes away, during which their will is validated, assets are distributed, and debts are settled.

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.