Monthly Archives: August 2022

Testamentary Capacity In Florida Estate Planning
Making a will, trust, or any other estate plan documents requires the person to be of sound mind. Determining how assets will be distributed after death is a decision that many people take seriously, so it’s important that estate planning documents be prepared only when the testator (the person signing the will) is mentally… Read More »

Avoiding Conflicts Of Interest With Powers Of Attorney In Florida
A power of attorney is an excellent way to make sure that an elderly relative’s financial and healthcare needs are met when they are no longer able to. However, with great power comes great responsibility. Agents holding the power of attorney have significant responsibilities towards the principal – the person who signed the power… Read More »

Understanding Undue Influence
The elderly are unfortunately very vulnerable to undue influence. Undue influence occurs when the will of an elderly individual is overpowered by the influence of another person, who usually has power or control over them, in order to get them to change their will or another testamentary document for the benefit of the influencer…. Read More »

Irrevocable Vs. Revocable Trusts
Trusts are an incredibly effective legal tool in your estate planning toolbox. There are a number of kinds of trusts and understanding the benefits and drawbacks can help you determine what kind of trust best meets the needs of you and your family. These trusts fall into the categories of revocable and irrevocable. All… Read More »