Frequently Asked Questions
Having a Will means that my family is able to avoid probate, right?
What are POD/TOD designations?
How can I allow someone access to my accounts without naming them as a joint owner?
Are the Will and associated documents I drafted in another state valid in Florida?
If you die leaving individually owned assets that are not deemed exempt, then your family will have to probate your estate. Many people incorrectly believe that they can simply have their family members present a Will to their financial institutions to accomplish title transfer of their assets. This is not the case. If probate avoidance is your objective, call for an appointment so we can discuss what other options may be available to you.
Should you desire to make any substantive changes to your estate planning documents, or have your documents reviewed, please contact our office.
