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Category Archives: Estate Planning

Probate6

Understanding The Florida Probate Process

By Older Lundy Alvarez & Koch |

The death of a family member is often a stressful and confusing time for the survivors. Aside from having to deal with the loss itself and the accompanying burial and funeral, there are numerous legal issues, which together will be referred to here as “probate”. Probate is often misunderstood.  But here are the basics…. Read More »

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Probate5

Understanding The Florida Probate Process

By Older Lundy Alvarez & Koch |

The death of a family member is often a stressful and confusing time for the survivors. Aside from having to deal with the loss itself and the accompanying burial and funeral rights, there are also a number of potential legal issues that need to be addressed. Foremost among them is dealing with the probate… Read More »

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OLA_Eric

Your Will and Estate Planning Documents – When Bigger is not Better

By Eric Maier |

I have seen hundreds, if not thousands, of estate plans.  I have drafted them, reviewed them for others, and fought to either enforce or break them.  What I have learned from all of this reading is that the longer a document—whether  a contract , a will or a trust—the more likely I will find… Read More »

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OLA_Harry

Three Point Checkup for your 2019 Estate Planning

By Harry Teichman |

Perhaps contemplating your death is not at the top of your 2019 “to do” list, but January is a great time to review your financial plan in the event of your death or other unexpected events.  Even if you have a will or some other estate-planning instrument, you should perform this three-step checkup to… Read More »

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