Insights

Trustees play a vital role in managing and administering trust assets for the benefit of beneficiaries. However, the position of a trustee carries significant responsibilities, and trustees must adhere to a high standard of...

Losing a loved one is already a difficult and tragic experience, and dealing with the possibility of a will contest can add even more stress, uncertainty, and conflict within the family, as well as the risk of financial harm....

Trusts are commonly used in Florida wealth and estate planning to protect assets, minimize tax liabilities, and ensure that assets are distributed according to the grantor’s wishes. In Florida, a trust’s grantor...

The administration of a trust should be efficient, effective, and in accordance with the terms of the trust and the Florida Trust Code. If a trustee fails to properly administer a trust, they can be removed by court order. To...

Testamentary capacity is a crucial element in the creation of wills and trusts in Florida. It refers to the mental and legal ability of a person to create or modify their estate planning documents. The state of Florida...

In a perfect society, there would be no conflicts. Everyone would have a set of reasonable expectations, and all people would work together to see that everyone’s reasonable expectations are met without dispute. But...

Making a will, which is known as a last will and testament, is extremely important to do in Florida in order to protect your property and to ensure that it is passed to your heirs according to your wishes. In order for a will...

A Florida Personal Representative (commonly known as the “Executor” in other states) is responsible for the administration of a decedent’s estate in Florida.  Florida law permits most individuals to serve as a Personal...

The Personal Representative is a fiduciary – in short, this means the Personal Representative must act impartially in the best interests of the beneficiaries of the decedent’s estate.  Once appointed by a Florida probate...

What Is the Probate Process? Probate is the court-supervised process of administering a decedent’s assets. The probate process is governed by Florida law and ensures the orderly transfer of assets from the decedent to the...