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When is a good time to make changes to your estate planning documents?

When is a good time to make changes to your estate planning documents?

In general, your estate planning documents set forth how your assets will be distributed, whom you trust to act as your fiduciary, and what provisions you would like for your loved ones. In essence, they communicate to the world how you want decisions to be made when you are no longer able to make them […]

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Signing Legal Documents From Home | Lindsay Allen Law - Naples Attorneys at Law

Signing Legal Documents From Home in Florida

With the global pandemic of COVID-19 and government-ordered quarantines, day-to-day activities were turned upside down. Many businesses were temporarily closed, “social distancing” became the norm, and people were afraid of contact with others. Because of this, the ability to carry out regular activities was impacted, including the ability to execute legal documents that require a […]

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How Does a Pet Trust Work in Florida | Lindsay Allen Law - Naples Attorneys at Law

How Does a Pet Trust Work in Florida?

Providing for your children, your two-legged children, is important. It is so important, that even if you never seem to get around to creating formal estate planning documents, the State of Florida has your back. The law assumes that parents who die intestate—without a valid will or trust—still want to provide for their children. Toward […]

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Florida Probate Administration Frequently Asked Questions | Lindsay Allen Law - Naples Attorneys at Law

Florida Probate Administration Frequently Asked Questions

Our firm routinely (daily!) handles questions related to Florida probate administration, such as the following: What Is Florida Probate Administration? Probate Administration is the Court-supervised process of resolving a decedent’s financial affairs. Is Florida Probate Administration Always Required? Not always. For many decedents, there is no requirement to open a probate estate. A common reason […]

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What Really Happens If You Do Not Have Any Estate Planning? | Lindsay Allen Law - Naples Attorneys at Law

What Really Happens If You Do Not Have Any Estate Planning?

There’s an old saying that if you fail to plan, you plan to fail. So, what really happens if you do not have any estate planning done? Statutory Defaults. One obvious benefit of estate planning is to exercise your right to decide various matters related to yourself and your estate, such as: Who will make […]

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Should I Consider a Ladybird Deed as Part of My Estate Planning Strategy? | Lindsay Allen Law - Naples Attorneys at Law

Should I Consider a Ladybird Deed as Part of My Estate Planning Strategy?

Ladybird deeds are popular devices for transferring real property. Homeowners may use a ladybird deed to designate a family member or other heir to inherit the property on the death of the homeowner. These deeds provide numerous other benefits as well. What Is a Ladybird Deed? Some thirty years ago, a law professor created a hypothetical […]

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All About the Trust Protector in Florida

All About the Trust Protector in Florida

Clients sometimes request irrevocable trusts for estate tax avoidance, creditor protection, or other purposes. Because of the loss of control associated with irrevocable trusts, clients often ask whether anything can be done to address future uncertainties. One answer to this question is the use of a ‘Trust Protector’. Properly structured, a trust with a Trust […]

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All About Guardianship in Florida - Types, Establishing, Alternatives

All About Guardianship in Florida – Types, Establishing, Alternatives

Recently, a client asked for help with a family member who held a significant estate, including real property, bank accounts, and other assets. Unfortunately, the family member was suffering from mental incapacity. As a result of the individual’s mental decline, fines were collecting on the real property because of county violations that were not being […]

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