Are you looking to open a probate proceeding in Florida but aren't sure where to begin? We frequently receive calls from individuals unsure if they need a formal probate, a summary probate, or what documents are actually required to get started. This guide clarifies the specific requirements for bringing a probate action in Florida, breaking down the differences in proceedings, asset exemptions, and the critical documentation you need. 1. Formal Probate vs. Summary Probate: W

Many people wonder if it's worth paying an attorney to prepare a property deed, or if they can save money by doing it themselves or using a less qualified helper. A real example from a recent office consultation shows why that decision matters. What Happened When a Deed Was Prepared Incorrectly A father owned his property outright. He entered a long-term relationship with a woman and decided to add her to the deed. The new deed simply listed both of their names as grantees, w

Have you ever played a card game where you thought you had the winning hand… until someone slams down a trump card and takes the entire pot? That’s exactly what happens in estate planning more often than you realize — and most people never see it coming. In estate planning , a “trump card”  is any designation on an asset that automatically overrides everything else you’ve written in your will or trust. No matter how carefully you drafted your will, no matter how many hours yo

When planning your estate in Florida, a lady bird deed  can be a powerful tool to ensure your property passes smoothly to your loved ones...

When planning your estate, you may question what happens if you deed property to Person A before death, but your will instructs Person A to split sale proceeds with Persons B and C.