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Will
I WANT TO MAKE A CONTRIBUTION TO A CHARITY IN MY WILLYou need a will to make sure all of your worldly possessions go to the person you want. You also need a will to give to those charities or foundations that you believe help the causes that you support for the good work that they do.Plan Gifts too OrganizationsHow do … Read More
Letter of Instructions
Letter of Instructions For WillsMany people have certain ideas about what they want done after they pass away. In most cases, the individual’s will does not give any idea about funeral arrangements: which funeral home to use, whether cremation is an option, certain rituals or religious beliefs to be followed. That is where a Letter of Instruction could be key … Read More
Powers of the Personal Representative
Powers of the Personal RepresentativeIn Florida, the person or entity (ie. trust department of a bank) who is named in a will or who is appointed by the court to take care of the estate of the deceased individual during probate proceedings is the Powers of the Personal Representative. In other states, the Personal Representative is the executor. Here in … Read More
Personal Representative
WHO CAN BE A PERSONAL REPRESENTATIVE OF An ESTATE? (Executor) A Personal Representative is what the executor of an estate is called in Florida. A Personal Representative is the individual who is appointed by the court to administer the estate.There are 2 types of estates: 1) Testate and 2) IntestateA Testate estate is one where there is a will. An … Read More
Storing Estate Planning Documents
ESTATE PLANNING DOCUMENTS Now that you have your Will Package: Will, Living Will, Designation of Health Care Surrogate, Declaration of Pre-Need Guardian, HIPAA Release, and your Durable Power of Attorney signed, witnessed, and notarized, it needs to be kept in a safe place. Not because they could be stolen, but to make sure they are not lost. The first thought for … Read More
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