an elderly couple behind the couple looking up beneficiary rights

Ask the Attorney: Can the Beneficiary of a Will Have the Executor Removed in Florida?

Dealing with a loved one's will in Florida can be challenging, especially if concerns arise about the executor, known here as the personal representative. It's important to know your rights as a beneficiary. This includes understanding when and how you can ask for an executor's removal. Our Florida estate planning attorneys...

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small estate

The Probate Process for Small Estates: Simplifying Estate Administration

Probate is the process of authenticating a Will and administering a person’s estate. It is also the process of administering someone’s estate who does not have a Will (intestate). Probate can be highly complex or straightforward and simple. It depends on the decedent’s estate and other factors. Our Florida estate...

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What Grandparents Should Know About 529 Plan Impact on Taxes, Medicaid Eligibility

529 Plans that can help pay college expenses for a grandchild come with both advantages and disadvantages. When used strategically, these tax-advantaged plans can reduce gift and estate taxes as well as taxes on gains or withdrawals. Unfortunately, owning a 529 Plan could make you ineligible for Medicaid, including Florida Medicaid long-term care...
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