Summary Federal law may require a 401(k) to pass to a spouse even if children are named as beneficiaries. This article explains how ERISA rules can override beneficiary designations and why blended families should carefully review retirement account planning. One issue that often surprises families involves retirement accounts, particularly 401(k) plans. A recent situation that […]
Author: deniseadkins
Does Every Estate Have to Go Through Probate in Florida?
SummaryNot every estate in Florida must go through probate. Many assets—such as trust property, jointly owned property, and accounts with beneficiary designations—can pass directly to heirs without court involvement. Understanding which assets require probate and which do not can help families avoid unnecessary delays, expenses, and stress during the estate administration process. When a loved […]
Think Your AI Searches Are Private? A New Court Case Says Think Again
SummaryA recent federal court decision warns that entering confidential legal information into public AI platforms may risk waiving attorney-client privilege. In United States v. Heppner (2026), a court ruled that information shared with a public AI tool was not protected because it was disclosed to a third party. As AI tools become more common, courts […]
A Simple Florida Estate Planning Checklist for 2026: Don’t Lose Your Legacy
SummaryEstate planning in Florida is more than simply having a will—it requires a complete and properly structured plan that reflects current laws and life changes. This 2026 Florida Estate Planning Checklist highlights the key components every plan should include, such as a valid will, properly funded trusts, updated powers of attorney, healthcare directives, correct beneficiary […]
Can Heirs Sell Inherited Property in Florida Without Probate?
SummarySelling inherited property in Florida can involve complex legal and title issues, particularly when probate, multiple heirs, or homestead protections are involved. Whether heirs can sell a property without probate depends on how the property was titled, whether estate planning tools such as trusts or enhanced life estate deeds were used, and who has legal […]