Oftentimes, in most wills they'll be a provision that says, "My personal representative does not have to post a bond." However, many of the counties here in the state of Florida require the personal representative to post a bond. Personally, I think it's a good idea...

Yes, I think life insurance can definitely serve a place in the estate planning process. I like flexibility in planning. So if you have someone that's young or middle age, maybe you need a life insurance policy to pay off the mortgage on the house if you were to pass...

Digital assets are all being overlooked when doing estate planning. Digital assets are things like your email account, domain names, account registrations, Bitcoins, even your personal cloud. Everybody has their own personal cloud nowadays. These are all examples of...

Funding a trust means to transfer or retitle the assets into the name of the trust. This is probably the most important part of the process. I don't care who drafts your trust document, it's not worth the paper it's printed on if the assets haven't been retitled into...

Testate means passing with a Will. Intestate means passing without a Will. So, if a person passes testate, the Will will determine where the money and property goes and who the personal representative will be. If you pass intestate, without a Will, the court will...

There are multiple documents that should be in a proper estate plan. Depending upon the size of your estate or the nature of your assets, you may do a will or a trust. But with those, you're going to want to do a power or attorney, a healthcare surrogate, a living...

Here in the state of Florida, when somebody's on Medicaid, the state has a lifetime lien on that person, when they die. So, any monies that Medicaid would have spent during the course of their lifetime, Medicaid now has a lien on their estate. The Medicaid Estate...

When you're filing a probate action, the court wants the original. If you can't find the original, but you have a signed copy, we can petition the court to be able to use that copy. If you don't have a copy and you can't find a copy, but you believe the person had a...

Here in the State of Florida, if somebody dies and you're holding onto the original will, as soon as you find out about that, Florida statutes say within 10 days you need to deposit that will with the clerk of court. Do you have more questions? Don't wait to head to...

A contract to make a will is a written document that's formally signed and executed, typically between a husband and wife in a second or third marriage situation. It is designed to protect the spouse that passes first. Don't wait to learn more on our YouTube Channel....