What is a Guardian? I get calls every day from clients wanted to know what guardianship in Florida is. The Florida Bar states: “A guardianship is a legal proceeding in the circuit courts of Florida in which a guardian is...
Katherine Naugle was invited to speak to a group of clients with Edward Jones on estate planning and probate on Monday October 17th, 2016.
What is a Power of Attorney? I have clients call me almost every day to ask me about preparing a Last Will and Testament for them. They seem focused on that one thing and I always explain to them that...
I get several calls a day about probate and what needs to be done when a loved one passes. The Florida Bar states: “Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying...
I use these often for my estate planning clients. This is a great article on the benefits of the Enhanced Life Estate deed. If you have any questions please feel free to call me at (904)366-2703 or email me at...
With so much continued tragedy in the news these days I have many clients re-examining their estate planning to make sure everything is in order. They want to make sure that it passes assets to their beneficiaries the way they...
The Florida Bar states: “A revocable trust is a document (the “trust agreement”) created by you to manage your assets during your lifetime and distribute the remaining assets after your death. The person who creates a trust is called the...
The importance on having estate planning is once again highlighted in the news after the passing of Prince last week. https://jaxlawteam.com/estate-planning-law-services/ The following article discusses what may happen to the estate assets, but again I cannot emphasize enough the importance of...
I get calls daily from potential clients wondering if they need to do a probate proceeding for their loved one. It depends on what the assets of the decedent were and how they were titled. The Florida Bar states, “Probate...
