Educational Alerts
When Estate Planning Documents Say One Thing—and Mean Another
Two recent conversations at Summit, one about blended family planning and one about trust language, highlight a challenge that shows up more often than attorneys might expect: clients and even attorneys sometimes read estate planning documents more literally than the drafters intended. This article explores how terms like “equal” and “irrevocable” can create real confusion and why helping clients understand how a plan actually functions matters just as much as how carefully it was drafted.
Trustee vs. Personal Representative in Florida
If you are creating an estate plan or handling a loved one’s estate, you may hear the phrase estate trust. In Florida, that term can be confusing because state law usually uses more specific titles. A person who manages a trust is called a trustee. A person appointed by the probate court to manage a […]
Still Fighting: The Estate Planning Legacy of Shannen Doherty
Shannen Doherty spent years fighting breast cancer with courage and candor. In her final days, she also fought to finalize her divorce – signing the settlement just one day before she died. More than a year later, her estate is still fighting to enforce it. Shannen’s story is a powerful reminder that even the best-laid plans can unravel when the wrong people are involved – and that naming the right Trustee may be the most important decision you ever make.
Avoiding Probate After Buying a Home in Jacksonville
Buying a home in Jacksonville is a major milestone, whether it is your family home, retirement home, or long-term second property. After closing, it is important to plan for what happens if you pass away or become unable to manage your affairs. Avoiding probate should be part of that plan. A will is important, but […]
Declare Your Independence From Intestacy
Every Fourth of July, we celebrate the right to determine our own destiny. Yet many Americans leave some of life’s most important decisions to state intestacy laws by failing to create an Estate Plan. This Independence Day, learn why declaring your independence from intestacy may be one of the most meaningful gifts you can leave for the people you love.
Special Needs Planning to Protect Your Loved One
Special needs planning helps Florida families protect loved ones with disabilities while preserving public benefits and financial security.
What Is Gift Tax and How Do Gift Tax Figures Work?
What is gift tax and how do gift tax figures work? Learn current federal rules and estate planning considerations for Florida families.
Can a Probate Attorney in Florida Help Avoid Probate?
Can a probate attorney in Florida help avoid probate? Learn how proper estate planning strategies may help reduce or bypass probate in Florida.
Elder Law and Advocacy: Planning for End-of-Life Decisions
Elder law and advocacy for end-of-life decisions in Florida. Learn how to plan ahead and protect your wishes and your family.
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