When it comes to creating an estate plan, many parents naturally want their children to be present. It can feel practical and even comforting to include adult children in the conversation—after all, they are often the beneficiaries and sometimes play key roles as trustees or powers of attorney. However, attorneys must carefully consider the ethical […]
Author Archives: Stephanie
A revocable living trust is one of the most popular and effective estate planning tools, especially for Florida residents looking to protect their assets and simplify the inheritance process. Unlike a simple will, a revocable living trust allows you to transfer ownership of your property into the trust while maintaining control over it during your […]
When it comes to estate planning in Florida, an Enhanced Life Estate Deed—commonly known as a Lady Bird Deed—is a powerful tool for homeowners who want to maintain control of their property while simplifying the inheritance process. This unique legal document allows the owner to retain full rights to sell, mortgage, or otherwise manage the […]
Although death is one of those topics we’d all prefer to avoid, it’s one of those necessary conversations to have when it’s time to think about your estate plan. Often times, the integral part of an individual’s estate plan is their will. A person’s will, more formally known as a Last Will & Testament, is […]
Just because you are the party who has the choice in which title company will be handling your closing does not mean that you’ll be represented by the title company. In fact, the only time you can ever be represented is by an attorney that you hire. A title insurance company cannot represent any party […]
Each November, South Floridians have a lot to look forward to: 75 degree weather while their friends in the north experience their first snowfall, the upcoming holiday season, and, of course, their property tax bill. Property tax bills are mailed out by the counties on the first of the month, but are also available and payable […]
Be Responsive. Seems like a no-brainer, right? You’d be surprised just how many people are difficult to get a hold of after that real estate contract lands on the closing agent’s desk. Your attorney and closing agent are going to have to ask you specific questions they need for the documents they have to prepare […]
You’ve put in your offer on the home of your dreams, and it’s just been accepted. Congratulations! It turns out, however, that all that time driving around neighborhoods, scouring the internet for the newest listings, and dropping by open houses was only half the battle. The closing process has now begun, and between the mortgage […]