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Category Archives: Wills

PrepWill

Assets You Should Exclude When Preparing A Will

By Laurie R. Chane |

The point is driven home quite often, but many Floridians can use a reminder of the importance of creating a will. As noted by the financial planning and wealth management team at Forbes, everyone needs one regardless of age, wealth, or family situation. Your will enables you to pass assets to beneficiaries and choose… Read More »

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Understanding Different Types Of Wills Under Florida Law

By Laurie R. Chane |

When you consider that a will is one of the most fundamental components of an estate plan, it seems unfair that the various types available under Florida law can create such confusion. The basic definition of a will is any instrument which disposes of a person’s property at or after death, including a document… Read More »

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What Can a Will NOT Do Under Florida Estate Planning Laws?

By Laurie R. Chane |

For many people, creating a will might seem like an overwhelming task. Caring.com, an online resource for information on issues that affect aging individuals, surveyed 2,400 respondents to find that under half have executed a will or other estate planning documents. The individuals provided different reasons why they have not undertaken the process, but… Read More »

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PersRep

Four Types of Wills Under Florida Estate Planning Laws

By Laurie R. Chane |

A last will and testament is one of the most important, foundational estate planning documents you prepare. It gives you control over where your assets go upon your death, thereby giving you peace of mind during your lifetime knowing that your final affairs are addressed. By law, creating a will is relatively straightforward: You… Read More »

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WillDocument

5 Tips for Choosing an Executor When Making Your Will in Florida

By Laurie R. Chane |

If you are getting ready to make your will, it is likely that one of your first issues is choosing the person who will handle your final affairs upon death. One place to start is Florida’s probate code rules on qualifications of executors, which require someone at least 18 years old, who has not… Read More »

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SigningWill

Four Tips to Avoid a Florida Will Contest After Your Passing

By Laurie R. Chane |

Creating a will is already a challenging task, so it’s difficult to think that your efforts could be all for naught when loved ones contest its provisions after you die. Unfortunately, certain individuals may do so: Florida is the only US state that specifically prohibits no-contest clauses in wills, declaring them unenforceable. This means… Read More »

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