Skip to content
Call Now (407) 412-9256 LOG IN START NOW


Five Mistakes Successor Trustees Make (and How to Prevent Them)

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest, and hand out the trust’s accounts and property once you are no longer able to do so. This...

Continue Reading

Reviewing Your Accounts and Property upon the Death of a Loved One

How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and property are in only your name when you die. Otherwise, they will be subject to probate, a...

Continue Reading

Reviewing Your Estate Plan after the Death of a Loved One

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close friend), you need space and time to process and grieve your loss. Once you have had time to...

Continue Reading

Estate Planning Considerations for Incarcerated Individuals

If you are preparing for or are currently incarcerated, the future may be uncertain right now. Proper estate planning may ease some of the worries you are facing. Regardless of how long your incarceration is for, we are here to...

Continue Reading

Do I Have to Leave Anything to My Children?

One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s attempts to win the father over and be considered a part of the family again. But can fiction imitate reality?...

Continue Reading

All in the Family: Making Sense of Per Stirpes, By Representation, and Per Capita Distributions

“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they feel to be unjust. This pursuit of fairness, however, is not limited to arguments between parents and young...

Continue Reading

Defining “Fair Market Value”: The Case of Wilburn v. Mangano

When reading through a will or trust agreement, you may see language that grants a right to an individual to purchase certain property from the estate or trust at “fair market value.” At first glance, this phrase may seem a...

Continue Reading

How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell property, provide...

Continue Reading

Closing Accounts That Are in the Deceased’s Name

As mentioned in our previous blog posts, as a personal representative of an estate, you are liable for closing the decedent's different accounts. This can include turning off cable television service and phone service to closing bank accounts and selling...

Continue Reading

Becoming a Personal Representative of an Estate When There’s No Will

Many decedents pass away with no estate plan along with not legally selecting an executor to handle their final affairs. These affairs can include but are not limited to: Closing Accounts, Distribution of Assets and Property, and Attending Probate Court....

Continue Reading
1 2 3 4 5