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…
Last year’s proposed tax changes in the Build Back Better Act were full of sound and fury but ultimately no major tax legislation was passed. While the revised Build Back Better Act generally removed the estate and gift tax changes and many of the individual and corporate income tax hikes,…
COVID-19 forced a substantial portion of employees to work from home. In what is becoming a common situation, companies are allowing the work-from-home model on a more permanent basis, and as a result people are finding themselves with the freedom to move away and live somewhere else while still maintaining…
