Estate Planning

Signing Legal Documents From Home in Florida

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

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?

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

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

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

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?

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

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 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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Florida’s Escheat Process and The Treasure Hunt

Florida's Escheat Process and The Treasure Hunt | Lindsay Allen Law - Naples Attorneys at Law

Occasionally, we receive questions from clients about Florida’s escheat process. The primary concern clients have is that the State of Florida – rather than the clients’ children and other heirs – will receive the clients’ estate when the clients die. Happily, this is generally not the case. What is the Escheat Process? Simply put, the […]

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All About Beneficiary Designations

Beneficiary Designations Explained

Beneficiary designations are a common element in estate plans. We have opportunities to set up these arrangements when purchasing life insurance, setting up retirement plans and bank accounts, and on other occasions. It is a good idea to slow down and think about beneficiary designations. Correctly used, beneficiary designations can be a great convenience that […]

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What You Need to Know About Irrevocable Trust Planning

Irrevocable Trust Planning

As perhaps a universal rule, clients desire to retain the flexibility to change their estate plans. Changes may become desirable as family members are born or die, as estates increase or decrease, as desires and objectives change, and as other life events occur. Irrevocable trust planning refers to a subset of estate plans in which […]

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How Does Divorce Impact Estate Planning?

Divorce Impacts Estate Planning

Divorce is an unfortunate reality. According to the American Psychological Association, about 40% to 50% of married couples in the United States divorce, and the divorce rate for subsequent marriages is even higher. With this in mind, divorce is often an import part of estate planning. Prenuptial and Postnuptial Agreements The first question in considering […]

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