What is a Will?

WHAT IS A WILL? The Florida Bar states, “A will is a written direction controlling the disposition of property at death. The laws of each state set the formal requirements for a legal will. In Florida: You, the maker of the will (called the testator), must be at least 18 years old. You must be …

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3 Questions You Have Always Wondered About Guardianship and Never Asked!

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 appointed to exercise the legal rights of an incapacitated person. The process is governed by …

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What is a Revocable Trust?

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 “grantor” or “settlor.” The person responsible for the management of the trust assets is the …

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