Estate and business attorney Andrew Comiter, who grew up in the Palm Beaches, guides his clients through estate planning. In doing so, he often introduces them to the Jewish Community Foundation (JCF) of Jewish Federation of Palm Beach County -giving them the opportunity to manage their estate tax exposure while…
Category: CS Blog
Florida law permits the challenge to a joint account’s ownership where the creation of the ownership, or a change to the ownership, was the result of undue influence or lack of capacity. See, e.g., Cripe v. Atl. First Nat’l Bank of Daytona Beach, 422 So. 2d 820 (Fla. 1982). There…
Probate is the legal term for a court-directed process during which a will is reviewed by the court for validity and authenticity. Probate also refers to the general administering of a deceased person’s will or the estate of a deceased person without a will. When a person who had assets…
When Florida and Palm Beach County residents create their estate plan, they often instinctively choose a close friend or family member as their estate’s personal representative. Your personal representative has a great responsibility and likely is not familiar with the role you have asked them to play. Although the personal…
In one way, the decision of who to choose as your beneficiaries is quite simple: Who do you want to receive your assets? The most obvious answers are family members, such as spouses, children or brothers and sisters, or very close friends whom you consider family. It is important for…
