by Victoria S. Jones, Esq. | Aug 21, 2023 | Education, Estate Planning, Last Will and Testament
What happens to your car, jewelry, furniture, collectibles, etc… after you pass away? Your stuff is what we call in the legal world, your tangible personal property. Usually your Will dictates what happens to your tangible personal property when you pass away....
by Victoria S. Jones, Esq. | Aug 7, 2023 | Education, Estate Planning
Headaches of Hurricane Season It’s that time of year again. Everyone holds their breaths and hopes for an inactive hurricane season. It’s important to be prepared for a storm that may come through. This includes long term planning – such as making sure to have a good...
by Victoria S. Jones, Esq. | Jul 24, 2023 | Formal Administration, Probate
In Florida there are a lot of factors that goes into how long it takes to probate an estate, but it’s probably one of my most frequently asked questions I get. First Steps At minimum, it takes about 1-2 weeks after someone passes away to get a death certificate....
by Victoria S. Jones, Esq. | Jul 10, 2023 | Education
Summer, especially in Florida, is a great time to leave the heat and humidity behind and travel to (hopefully) places with a little cooler weather. Before traveling, I do recommend to send a copy of your health care surrogate and living will to your surrogates and...
by Victoria S. Jones, Esq. | Jun 26, 2023 | Education, Medicaid Planning
So often long time clients face unforeseen circumstances and can no longer live on their own. However, if a client has to move into an assisted living facility or nursing home, their assets can be quickly depleted paying for these facilities. Luckily, Medicaid is a...
by Victoria S. Jones, Esq. | Jun 12, 2023 | Estate Planning
Have you ever thought about what happens if you do all your banking online and get your bank statements through email? What happens if no one knows where you bank or what your email passwords are? Well, it makes administering your estate much more difficult, which...
by Victoria S. Jones, Esq. | May 29, 2023 | Education, Estate Planning
Lesson 1 – Don’t wait The first lesson I have is – DON’T WAIT. It’s easy to think you’re invincible (me included), but I have seenmultiple times clients are in the middle of the estate planning process, but never execute theirdocuments. The new documents...
by Victoria S. Jones, Esq. | May 15, 2023 | Estate Planning
Just as you commonly go through your closets and see what needs to be thrown away and what should be saved, you should go through your estate plan too and determine what needs to be cleaned up. Do any old beneficiaries need to be hauled away? Do you want to make more...
by Victoria S. Jones, Esq. | May 1, 2023 | Trust
Trusting your Trustee (or Personal Representative) can be one of the hardest parts of setting up your Estate Plan. You want to make sure that it’s someone who is financially responsible, organized, and will carry out your final wishes. Typically you are the Trustee...
by Victoria S. Jones, Esq. | Apr 17, 2023 | Education
Occasionally clients will ask me if they want a revocable trust or an irrevocable trust. Most of the time the answer is a revocable trust – but it takes extensive discussion to determine your goals, priorities, and situation to make that decision. What is the...
