Monthly Archives: August 2025

What Does Isolation of a Testator or Grantor Look Like?
An emotionally charged and legally complex situation is possible when family members suspect that a loved one was improperly influenced or isolated before making changes to their estate plan. The isolation of the Testator or Grantor can be a red flag for undue influence, a key factor in many contested Wills and Trusts. A… Read More »

What Is a POD Designation?
A Payable on Death (POD) designation, is a simple and effective way to transfer assets after death without the need for probate. In Florida and throughout the country, individuals often use POD designations on bank accounts and other financial assets as part of their estate planning strategy. It’s essential to recognize that while it… Read More »