A common question I am asked is how is a Will beneficial or what can be accomplished by a Will? The Florida Bar states:“1. You decide who gets your property instead of the law making the choice for you.2. You...
The Florida Bar states: “It depends on the facts of each situation; some probate administrations take longer than others. For example, the personal representative may need to sell real estate prior to settling the probate estate, or to resolve a...
A common question I get is “What is a Personal Representative and what does the Personal Representative do?” The Florida Bar states “The personal representative is the person, bank, or trust company appointed by the judge to be in charge...
Almost daily I get calls asking me what happens when a loved one dies without a Will in Florida. The Florida bar states: “If someone dies without a valid will, he or she is “intestate.” Even if the decedent dies...
The Florida Bar states: “Probate is necessary to pass ownership of the decedent’s probate assets to the decedent’s beneficiaries. If the decedent left a valid will, unless the will is admitted to probate in the court, it will be ineffective...
The Florida bar states: “A will is a writing, signed by the decedent and witnesses, that meets the requirements of Florida law. In his or her will, the decedent can name the beneficiaries whom the decedent wants to receive the...
Katherine Schnauss Naugle will teach an estate planning seminar at Jacksonville Heights Elementary to a group of teachers on October 21st, 2013. Mrs. Naugle travels all around the city to give these talks in order to assist people in getting...
The Florida Bar states: “Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries. In general, the decedent’s assets are...
The Florida Bar states: “Serving as trustee is no simple task. While very important, the prudent investment of trust assets is not a trustee’s only responsibility. Your trustee’s exact powers and duties will depend on the instructions in your trust...
The Florida Bar states: “A guardianship is a legal proceeding in the circuit courts of Florida in which a guardian is appointed to exercise the legal rights of an incapacitated person. A guardian is an individual or institution (such as...
