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Estate Planning and Probate Blog

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What Should I Know about Conservatorships?

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
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Is Probate Necessary When Someone Dies?

The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
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Does Your Will and Estate Planning Documents Need to Be Updated?

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
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Why Should I Have a Living Will?

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
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What Is Elder Law?

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
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How to Avoid Giving Estate to Your Ex

State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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How Do I Conduct an Estate Sale?

Preparing for an estate sale can be a difficult and emotionally challenging task.
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Storing Passwords to Digital Assets in Case of Death

Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
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What Happens to IRAs and 401(k) when Spouse Dies?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
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Update on Transfer Taxes for 2022

Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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