• Death & Debts – Five Things Surviving Family Members Need to Know

Death & Debts – Five Things Surviving Family Members Need to Know

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When a loved one dies, the last thing family members want to do is field calls from debt collectors. If you are the personal representative (executor) of the estate or trustee of your love one’s revocable trust, chances are you will have to deal with your loved one’s debts and creditors. But is it your

  • What to Bring

What to Bring to Your Attorney When a Loved One Dies

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It’s always a difficult time when you lose a loved one. Usually, one of the first places one visits will be the lawyer’s office who drew the will or trust. The will or trust isn’t usually read to a gathering of family “Hollywood style.” Rather, the lawyer discusses the administrative steps that the personal representative

  • Dear Attorney...

Dear Attorney: Why Didn’t You Tell Me Sooner That Auntie Died – And Where’s My Inheritance Check Already?

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You can’t make this stuff up. I received a letter just this week that said, in essence “Why didn’t you tell me sooner that my aunt died – and why haven’t I received my inheritance check yet?” I almost forwarded a reply that read, “Dear Nephew – You should be ashamed of yourself that you

Do all Revocable Trusts Avoid Probate?

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A couple of years ago, a very nice couple visited with me in my office. They had moved from Wisconsin, where their attorney was also licensed in Florida and had just completed a revision of their revocable trusts and related pour-over will, durable powers of attorney, health care surrogates and living wills. They wanted me

  • Letters of Retention

Letters of Retention

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An often misunderstood concept under trust and estate administration centers on “letters of retention.” Letters of retention are common where beneficiaries of a trust direct a trustee not to sell something that the trust holds. An example would be where Dad, during his lifetime, worked for a publicly traded company, and accrued a lot of

  • Travel Expenses

Family Travel Expenses

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A common question that I’m asked involves which expenses the estate can and should pay when a loved one dies. The question sounds something like this: “Craig, my father just died and I’m his personal representative. I’m flying in my wife and children, my sister and her family are all coming too. Can I pay

  • Mortgage Deficiency Judgments Against an Estate

Mortgage Deficiency Judgments Against an Estate

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If someone dies when their home, residence or other mortgaged property is “under water”, what should the personal representative of the estate do? Should they continue to make the payments on the property to keep it current until it sells? What happens if the sales proceeds are not enough to cover the mortgage note? Should

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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.