Reasons to Hire a Port St. Lucie Probate Lawyer

Probate cases hit close to home. Often, close family members are involved, and it can be a stressful time. Hiring a local attorney to handle your probate case may reduce the stress of estate administration. That’s just one of the reasons hiring a Port St. Lucie probate lawyer is a good idea if you are dealing with a probate matter in Port St. Lucie or surrounding communities. Reason #1: Proximity Probate cases are Read More

Understanding Elective Share

When someone dies, they leave behind heirs and sometimes a surviving spouse. Sometimes surviving spouses may be dismayed to learn they have been disinherited by the decedent, left a smaller share than expected, or simply not mentioned. When this happens, the surviving spouse may be able to claim an elective share of their spouse’s estate. What is an elective share? The surviving spouse of a deceased person may Read More

Aretha Franklin’s Estate Dilemma

In her long and illustrious career, Aretha Franklin hit many milestones:  first female artist inducted into the Rock and Roll Hall of Fame, winner of 18 Grammys and a host of chart-topping albums and singles. When she passed away on August 16, 2018, she was added to the long list of celebrities who failed to leave an estate plan. With an estate estimated to be worth tens of millions of dollars, it’s difficult to Read More

Elder Law and Estate Planning: Preparing for Your Golden Years

Life moves fast, and sometimes we don’t think much about retirement until it’s almost there. We may have been contributing to retirement accounts for years, but what about our estate planning? Can elder law and estate planning help you prepare for your golden years? Estate Planning Near Retirement Age As we age, we focus on different needs. Young professionals in their 20s and 30s will not have the same questions Read More

Actions a Surviving Spouse Should Take

After the memorial service has ended, and every casserole or ham has been served to grieving friends and family, the decedent’s surviving spouse begins a new role. As difficult as it may be, there are actions that a surviving spouse should take as soon as possible after a death. Contact Your Attorney Hopefully the decedent left a valid, up-to-date Will. Even if there’s no Will, however, the surviving spouse will Read More

Family Limited Partnership: Any Disadvantages?

Gene and his wife, Charlotte, own several prosperous restaurants in Port St. Lucie and Palm City, Florida. As they begin their annual estate plan review, they re-examine their goals. Their son, Grayson, helps manage the restaurants, but their daughter, Courtney, lives and works in Nevada. Gene and Charlotte want to make sure both their children and their grandchildren benefit from their success. They consult with Read More

What Is a Probate Estate Asset?

Gary served as executor of his dad’s estate. Molly prepared a complete estate plan, which she updated every year. James was concerned that the executor of his mother’s estate was not doing a good job. All three of these people at some point probably asked themselves, “What is a probate estate asset?” Frankly, it is not as cut and dried as it may seem. Probate Estate Asset or Not? When someone dies, they leave Read More

What Is Probate?

You have probably heard of probate. In fact, you may have read about celebrity estates gone bad or tips for avoiding probate altogether. Still, it is a good idea to understand exactly what it entails. Someday, you may be involved in probate for a loved one. Your loved ones may be involved in probating your estate also. Probate Defined Florida law defines probate of Will to mean “all steps necessary to establish the Read More

Will Creditor Claims on Property Upset My Estate Plans?

Dan D. owned several businesses, including some with high potential liability. For example, his roller skating rink had been sued several times. His boat tours of the coast were enjoyable, but there was always the possibility of property damage, injury or even death. Some of his other business concerns carried fairly high levels of debt. In fact, any time someone owns property or a business, there is the potential Read More

Techniques for Keeping Your Probate Estate Small

Probate – it seems like something most people want to avoid or minimize at the very least. However, a decedent’s property must pass through probate to heirs and beneficiaries, right? Not always. There are techniques for keeping your probate estate small that may help your heirs get their inheritance more quickly and pay less in expenses. An important goal, then, may be to keep Assets OUT of Your Estate. But Read More