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Estate & Inheritance Planning

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Why Should I Be Alarmed By Probate?

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Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries. In general, the decedent’s assets are used first to pay the cost of the probate proceeding, then are used to pay the decedent’s outstanding debts, and the remainder is distributed to the decedent’s beneficiaries.

The Florida Probate Code is found in Chapters 731 through 735 of the Florida Statutes and the rules governing Florida probate proceedings are found in the Florida Probate Rules, Part I and Part II (Rules 5.010-5.530).

Estate Planning, Taxation, Trusts & Probate

Everyone has an estate plan, whether intentional or by default. If you think you have no plan, because you have not made out a will or a trust, you still have a plan–it is simply one that is dictated by the laws of the state where you reside at your death…

In other words, the court system will determine how your assets pass, to whom they pass, and when they pass, which can lead to costly and undesired results.

Our CPAs work closely with Estate Planning Attorneys to determine the most effective strategy for your estate tax planning needs.

We recognize the sensitive nature of trust and estate matters and, as such, we are very respectful of the need for privacy and confidentiality.

If you are interested in obtaining the services of an experienced and knowledgeable estate planning attorney. Our team of attorney’s can be of significant benefit to you.

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