For years, you’ve been building up your baseball card collection. You’ve spent a lot of money, time, energy and care creating a collection you are proud of. What will happen though with this cherished collection once you pass away? This is a question that...
L. Bruce Swiren, P.A.
Why you should revise your estate plan in the new year
Believe it or not, 2019 is already upon us. As you enter into the new year, you may be thinking of making some adjustments in your life and creating new goals. This is the perfect opportunity to revisit your estate plan. Even if you have an existing plan in...
Is your estate plan ancillary probate proof?
One matter that gets very little attention is ancillary probate. It is an issue that often only comes up when a deceased person's estate includes property and assets in other states. One does not need to own a multitude of estates to benefit from using the proper...
How to help your heirs avoid inheritance disputes
Putting together a comprehensive estate plan is the best way to ensure your beneficiaries inherit property and wealth according to your current wishes. However, if you are not careful, your family may fight over the estate. Probate litigation may turn your heirs...
Estate Planning Seminar
Our firm frequently advises on clients on matters of Estate Planning. One of the most important questions is whether a client needs a Simple Will, a Will with a Support Trust, or a Revocable Living Trust. Aaron C. Swiren, one of our attorneys, will be giving an Estate...
Estate planning and same-sex marriage considerations
Since the Supreme Court's recent landmark decision legalizing same-sex marriage across the nation, Florida residents in same-sex relationships may want to consider some important estate planning factors. Doing so can help couples to take advantage of some of the...
Estate planning and end-of-life care
Retirees flock to Florida to get away from cold climates in their golden years, but eventually most will have to cope with a decline in health. An estate plan can be an essential part of financial planning for the elderly and address much more than who inherits...
Steps to ensure a proper will
As Florida residents may know, having a current will in place is an important part of estate planning. However, some individuals may not realize that certain tasks must be completed to ensure that a will does not cause problems for beneficiaries in the future. Wills...
Digital assets and estate planning considerations
Florida residents establish their digital footprint when they create social media profiles, purchase items online and post entries on a blog. However, not accounting for these digital assets can potentially cause issues after a person's death. Digital assets comprise...
The importance of a spouse in estate planning
Most people in Florida who are contemplating the preparation of their will know that part of the task is to appoint an executor to carry out the will's provisions. Many legal and financial professionals believe that the spouse of the testator can be an ideal choice,...