Estate Planning FAQ

What is an estate plan and why do I need one?2020-09-01T20:24:02+00:00

An estate plan is a detailed plan consisting of wills, trusts, power of attorneys, and other important legal documents that outline how an individual wants to have their assets managed and passed down upon their death or incapacity. It is common for people to assume the laws of their state will reasonably ensure their assets are handed down to their surviving family members. While this may be true to some extent, the laws are designed around the belief of what is best for the general masses and do not account for your unique family situations or your personal desires.

Having a thoroughly prepared estate plan allows you to have the peace of mind of knowing your assets will be passed to those you wish in the manner you desire. It can also prevent disputes between family members, reduce stress for the entire family, and can help minimize the impact of estate taxes. Each estate plan is unique to the individual it is designed for, so a lawyer should be consulted to determine the unique needs of your estate plan.

What is the role of an estate planning attorney?2020-09-01T20:24:54+00:00

The role of an estate planning attorney is to help you develop an estate plan customized to your individual needs and desires. An estate planning lawyer can help you review your entire financial situation and ensure your estate plan accounts for all of your assets and the short- and long-term needs for your family.

What is a Will?2020-09-01T22:05:00+00:00

A Will is a legal document that specifically outlines your personal wishes and desires of how your assets and property will pass, and to whom they will pass on to, upon your death. Your Will specifically names the person you are entrusting to act as your personal representative or executor to ensure your wishes are carried out. It can also specifically name your beneficiaries, provide funeral directions, assign a guardian to be responsible for the care of your dependents or pets, and your trustees.

A Will ensures your assets and property pass ownership based on your wishes and not based on the judgment of the law and protects your family from disputes and additional stress. While there are a few “do it yourself” templates that allow you to make your own Will, these templates typically don’t account for all the unique situations your family will need to include in a Will.

What happens if you die without a Will?2019-06-18T06:21:20+00:00

Dying without a Will is known as dying intestate. When this happens, the laws of Florida will determine how your assets and property are managed and to whom they pass down to. The courts will be responsible for distributing your property based on the law, not based on your own personal wishes, and this often leads to conflict and additional stress amongst the family.

State law is rarely able to account for the individual circumstance of a family, and it is likely that the way your assets and property are handled by the courts and laws of the state will not match the way you would have directed for them to be handled if you had a Will. This is why it is so important to have a skilled estate planning lawyer help you draw up a thorough and complete estate plan that includes a Will.

I own everything jointly with my spouse, so why do I need a Will?2019-06-18T06:20:18+00:00

It is very common for spouses to own major assets such as their home, automobiles, and even bank accounts jointly with both of their names on the account. It is also common for elderly parents to add one or more of their children to their accounts to make it more convenient in paying bills and managing their accounts.

When you own joint property, that asset will pass directly to the other joint tenant named on the account automatically upon your death. Joint property is often one of the most contested items upon an individual’s death. Additionally, if both owners named on the account pass away, a Will can outline how the account should be passed on.

It is important to work with a skilled estate planning attorney who can help you understand all of the legal implications of account ownership and create an estate plan that properly accounts for your wishes for these accounts.

What is a living will?2019-06-18T06:19:12+00:00

A living will is a legal document that states your wishes for medical care and life-sustaining treatments if you become incapacitated or unable to express your own wishes. A living will can also be used to indicate your desire to be an organ donor and can name a representative who will be responsible for ensuring your wishes are carried out.

Having a living will drafted by an estate lawyer can save your family and other close loved ones the heartache and stress of having to try to make these major medical decisions on their own.

What is a medical power of attorney?2020-11-03T19:32:22+00:00

A medical or health care power of attorney allows you to designate another person with the legal right to make any decisions related to medical care on your behalf. Such a document is important to have in case you are involved in an accident or illness that renders you unable make these decisions for yourself. There are many types of power of attorney that enable a designated person to make decisions on your behalf; to ensure you elect the right POA, speak with an estate planning attorney.

What is a durable power of attorney?2020-11-03T19:32:36+00:00

A durable power of attorney enables you to designate another individual with the legal right to make decisions on your behalf. The durable power of attorney document should specifically list what rights and limitations your representative is allowed to take. It is important to remember the durable power of attorney is only effective while you are living, so you should ensure you also have a thoroughly drafted Will that designates a representative to handle your estate after your death. It is also important to know the types of rights you are allowed to give a durable power of attorney may be limited by state law. It is always best to consult with a lawyer who has experience drafting power of attorney documents to ensure your durable power of attorney document is legally binding and enables your designee to make the appropriate decisions.

What is a Trust?2020-11-03T19:37:22+00:00

A Trust is a legal document that acts similar to a Will but with greater flexibility. A Trust enables you to distribute your assets in a manner you see fit while you are living and after you pass away – and without your estate having to pass through probate court upon your passing. A Trust can also enable you to control under what circumstances the assets and property in the Trust are distributed.

There are also different types of Trusts such as an Irrevocable Trust and a Revocable Living Trust. To ensure you choose the type of Trust that is right for your needs, and to ensure your Trust is drafted properly, it is best to work with a lawyer who is skilled in estate planning law and has experience working with all types of Trusts.

Can a Trust be changed?2020-09-01T21:03:13+00:00

The answer to this question varies depending on the type of Trust you have. A Revocable Living Trust allows you to make changes to it, or to even completely revoke it, at any time. Other types of Trusts do not have the same flexibility to be changed. Determining the type of Trust that is right for you, or making any necessary changes to an existing Trust, is a complicated legal matter that should be done with the assistance of an experienced lawyer.

Probate FAQ

What is Probate?2020-09-01T21:03:46+00:00

Probate is simply the formal legal process of recognizing the Will, appointing the executor or personal representative who will be responsible for administering the deceased’s estate, and distributing the assets per the Will’s instructions.

Can I avoid Probate? Should I?2020-09-01T21:04:28+00:00

It is sometimes possible to avoid the probate process by owning joint property, having assets that automatically pass on to a designated beneficiary, and transferring all other assets and property into a Trust to be distributed to your heirs upon your death.

The probate process is not generally designed to be a drawn-out process and there is not always a real need or reason to avoid it. Additionally, it is not always realistic to structure assets and property in a manner that will completely avoid probate. The truly important thing to focus on when estate planning is to ensure the probate process will not be complicated by unnecessary objections and challenges to your Will.

A skilled probate lawyer can aide you in completing a thorough estate plan that will either streamline or eliminate the probate process and can also help you through the probate process when it is needed.

What are the main issues encountered during the Probate process?2020-11-03T19:39:13+00:00

The primary issues encountered during the probate process surround challenges of the validity of the Will and determining who should inherit what assets and property.

If there is no Will and no other estate planning documents (such as a Trust), or if these documents were not drafted properly, then determinations of who should inherit what can be left up to Florida state law and the court’s interpretation of what the law allows. This is why it is so important to have the aide of a skilled estate planning lawyer to thoroughly draft an estate plan.

Family Law FAQ

How long am I required to pay child support?2020-11-03T19:46:50+00:00

Your child support order will indicate for how long support is required. Child support is often required until a child turns 18 years old; however, some court orders may indicate that support should continue until the child graduates high school or longer if the child’s needs dictate continuous support.


What issues are involved in a family law case?2020-09-01T21:08:16+00:00

While family law is mostly associated with the filing of a divorce or a child custody case, there are also many other types of cases that are covered by family law. Family law cases can also include prenuptial agreements, alimony, child support, child time-sharing and parenting plans (and their modifications), establishing paternity, father’s rights, restraining orders / orders of protection, adoptions, and dependency (CPS/DCF) cases.

Because family law cases often involve issues that are extremely personal and highly emotional, you should always be represented by an experienced family law attorney who will ensure your rights and best interests are protected.

What is a contested divorce?2020-09-01T21:09:00+00:00

A contested divorce is one in which you and your spouse are unable to agree about any of the terms of the divorce. Terms of the divorce contested between the parties often include how assets and property will be divided, how responsibility for debts will be divided, whether one spouse will be responsible for alimony or child support and how much, how the parents will share legal custody of the children, and what time-sharing schedule the parents will follow for physical custody of the children. You should always have representation from a family law attorney during any divorce proceeding, especially when any of the terms of the divorce are contested between the parties.

Do I need a lawyer if I am getting an uncontested divorce?2020-09-01T21:09:35+00:00

Even if you and your spouse have agreed to file for divorce and are seemingly able to agree on all the matters of child custody, time-sharing, and division of property and assets, you should still have an attorney who is knowledgeable in the area of family law review the agreements you have made and review all documents before you sign them. This will ensure that your rights and best interests are protected and that you don’t unintentionally agree to something that will not be in your best interest later on.

My former spouse is not following the court order. What are my options?2020-09-01T21:10:25+00:00

If your former spouse has stopped abiding by the original court order, you may be able to seek relief or action from the court. However, the results of each case varies based on the circumstances surrounding it, so it is extremely important that you seek the representation of a practiced family law attorney who can help you understand your options and how to react.

My ex is not allowing me to see my kids, can I stop paying child support?2020-09-01T21:11:14+00:00

No! Do not stop making your child support obligation payments because your ex is not allowing you to see your children. If your ex is withholding your children from you, going against the obligations outlined within the time-sharing schedule, they may be found in contempt of court. You do not want to react in a manner that will put you at risk of being in contempt of court as well. Continue to meet your obligations as outlined in your existing court order and contact an attorney experienced in contempt and enforcement cases.

My ex is not paying child support, can I stop their visitation with the kids?2020-09-01T21:12:32+00:00

No! You do not have the right or legal authority to stop allowing your ex their court ordered time sharing with your children just because they are not paying their child support obligations. If your ex is not paying any of the child support they are ordered to provide, or if they are only paying part of their obligations, they may be found in contempt of court; however, it is best to prevent reacting in a manner that could put you at risk of being in contempt of court as well. Continue to follow the time-sharing schedule outlined in your existing court order and contact the child enforcement agency or an experienced family law attorney who can help you begin the child support enforcement process.

Can I have my court order changed?2020-11-03T19:50:18+00:00

If you and your former spouse/partner already have an established court order but you do not feel it meets the best interests of your children, you may be able to modify the court order if you can show the court a substantial unanticipated materially change in circumstances.

If you are seeking any modifications to an existing court order, it is important to have a skilled family law attorney representing you to ensure the best interests of both you and your children are met.

What is considered a “high-conflict” family law case?2020-09-01T21:19:22+00:00

A “high-conflict” family law case is one in which the issues at question in the divorce or co-parenting agreement are unnecessarily litigious. High-conflict family law cases often involve “bad behavior” that a relatively normal person would not engage in—such as parental alienation, child abuse, false allegations of abuse, domestic violence, and other moral or ethical issues.

In a high-conflict family law case, the protection of your rights and best interests are generally at a greater risk than other family law cases. You need specialized legal representation from a divorce and custody attorney who is experienced in handling family law cases that involve high-conflict issues.

How can I establish my rights as an unmarried father?2020-11-05T07:13:53+00:00

You will need to file a petition to establish paternity. Once this is done, you are able to pursue legal action to establish time-sharing.

You should work with a family attorney who is experienced in paternity and father’s rights to assist you in establishing paternity and your rights as the child’s father.

How is child time-sharing determined?2020-09-01T21:21:03+00:00

When determining child time-sharing between the parents, the court will make the determination that they find to be in the child’s best interest. In Florida, the standard of the court is to assume that it is in the child’s best interest to have equitable time with both parents unless there are circumstances present, such as abuse, to prove otherwise.

Any time you are establishing a time-sharing schedule or parenting-plan you should be represented by a custody lawyer who will ensure you rights as a parent are protected and the best interests of your children are observed.

Can I move out of state with my child?2020-11-03T19:51:53+00:00

The state of Florida recognizes there is a fine line they must balance between recognizing a parent’s right to move out of state for a legitimate reason and the other parent’s right to maintain a meaningful relationship with their child that includes regular time-sharing and visitation.

If you have a court order, you need to get permission from the other parent or the court before moving out of state.

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