How Do Florida Courts Determine Incapacity?

I often get calls from folks who need to make financial and legal decisions for an aging or ill spouse or parent. The first question I ask is:  Are you the agent under a Durable Power of Attorney? If the

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Posted in Elder Law, Estate Planning, Probate and Guardianship

Are you Familiar with Lady Bird Deeds?

LADY BIRD DEEDS Many of my clients do not have Revocable Living Trusts.  Therefore, upon their death, any real estate they own will have to go through probate (unless it is owned jointly with a spouse or partner). An option

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Posted in Elder Law, Estate Planning, Probate and Guardianship

Advice to those with Aging Parents

The older population- persons 65 years or older- numbered 42.6 million according to the latest Census Bureau statistics.  In addition, according to the same National Population Projections, by the year 2033, the population 65 and older will outnumber people younger

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Posted in Elder Law, Estate Planning

IRS Tax Scams

NEWS ALERT! IRS TAX SCAMS!! DON’T TALK AND DON’T CLICK!!! I am a member of a wonderful neighborhood internet community called I check it regularly for neighborhood news, garage sales, restaurant openings, and general good cheer. Recently, I read

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Welcome to the New Year!

As one year ends and the new one beckons, it is time for your annual estate planning check-up! This is a good time to make sure your estate plan reflects the events in your life, those both within and beyond

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Securing Your Healthcare and Legacy

Many people do not revisit their estate plans once it has been created, but changes in circumstances mean that it’s time to pull it out and make changes. Death of a spouse, divorce, remarriage, birth of a disabled grandchildren, are

Posted in Estate Planning, Uncategorized


  If you are now a Florida resident and your estate planning documents were prepared in another State, there are many potential problems. Your out of state Will might not be admissible in a Florida Probate.  If your Will is

Posted in Elder Law, Estate Planning, Probate and Guardianship, Uncategorized


  Answer these 7 simple questions to find out! Have you prepared a Will or Trust? If you do not have a will, the State of Florida will determine how your assets will pass.  This could have potentially undesired results!

Posted in Estate Planning

Why Should You Avoid Probate?

Planning Techniques to Avoid Probate What is Probate? Probate is the legal process the Court takes to distribute your property and pay your debts upon your death.  During the probate process, your property is identified, inventoried, and then distributed to

Posted in Probate and Guardianship, Uncategorized

2017 year-end Estate Planning

As we approach the end of 2017, it is a good time to take stock of the past year and plan for the future.  On the one hand, the economy is improving – the U.S. stock market is at an

Posted in Estate Planning

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
629 N. Dixie HWY
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667