SummaryMany consumers encounter estate planning services through seminars, financial advisors, or online programs, but not everyone offering these services is licensed to provide legal advice. In Florida, estate planning—including drafting wills and trusts—generally constitutes the practice of law and must be handled by a licensed attorney. This article explains how consumers can recognize the difference […]
Tag: legacy planning
If You Think a Will Avoids Probate… We Need to Talk
Summary Many people think having a will keeps their family out of probate, but that’s not how it works in Florida. A will must still go through probate—it simply provides instructions to the court. Without proper planning, families often face delays, costs, and stress during an already difficult time. Tools like trusts, beneficiary designations, and […]
Second Marriage Estate Planning Trap: When Federal Law Overrides Your Beneficiary Designation
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 […]
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 […]
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 […]