Successor Trustee Duties in Florida: A Step-by-Step Checklist
A successor trustee in Florida steps in to manage a trust after the person who created it dies or can no longer manage it. Your job is to protect the…
Read MoreBlog
Is It Time for a Florida Estate Plan Checkup?
If you haven’t reviewed your Florida estate plan in the last few years—or confirmed that your named decision-makers, property titling, and beneficiary forms still match your actual life—it’s worth a…
Read More
Selling a House During Probate in Florida
Yes, you can sell a house during probate in Florida, and you usually don’t have to wait for the estate to close. But no one can sign a deed until…
Read More
Does an LLC Actually Protect Your Assets in Florida?
Yes, but only in specific ways, and only if it’s set up and run correctly. A Florida LLC protects you in two directions: it keeps the business’s debts and lawsuits…
Read More
Does Florida Have an Estate Tax? The Taxes Florida Families Still Face After a Death
Does Florida Have an Estate Tax? No. Florida has not had a state estate tax since 2004, and Florida has no inheritance tax or state income tax either. But that…
Read More
What Is a Health Care Surrogate in Florida? (And Why Your Will Can’t Do This Job)
What Is a Health Care Surrogate in Florida? A Florida health care surrogate designation is a written document naming the person who makes medical decisions for you when you can’t…
Read More
What Happens to a Joint Bank Account When One Owner Dies in Florida?
When someone dies, their family may need immediate access to money for household expenses, funeral costs, and other obligations. But what happens when the deceased person’s name is on a…
Read More
Own Property in New York City? A New Tax Could Affect Your Estate Plan
If you or someone in your family owns a home, condo, or co-op in New York City that isn’t your primary residence, a new tax may soon apply, and it…
Read More
How the Step-Up in Basis Can Protect Your Family’s Inheritance from Taxes
You’ve spent a lifetime building something worth passing on: your home, your investments, the wealth you’ve carefully accumulated over the years. But one of the most common estate planning mistakes…
Read More
Are Named Beneficiaries Enough to Avoid Probate? (Not Always — Here’s Why)
You did the responsible thing. You sat down, filled out the forms, and named your children as beneficiaries on your bank accounts, life insurance policy, and retirement accounts. You figured…
Read More
How to Protect Your Child’s Inheritance and Avoid a Court Battle
You’ve named your child as the beneficiary on your life insurance policy. You’re thinking: “Great. I’ve protected her. Her future is secure.” Here’s the hard truth: you may have actually…
Read More
Do I Need a Trust or Just a Will in Florida?
It’s the question at the center of nearly every first estate planning conversation: “Do I really need a trust, or is a will enough?” The honest answer is: it depends.…
Read More
How Much Does Estate Planning Cost in Florida?
It’s one of the first questions people ask when they finally sit down to think about estate planning: “What is this going to cost me?” It’s a fair question, and…
Read More
What Is Summary Administration Probate in Florida?
When a loved one passes away in Florida, the last thing you want is a long, expensive court process. The good news: many Florida estates qualify for a faster, simpler…
Read More
Florida Probate Doesn’t Have to Take a Year: What You Need to Know About Summary Administration
Introduction When most people hear the word “probate,” they immediately think: long, expensive, and painful. And honestly? That reputation isn’t always wrong. But here’s what many Floridians don’t know: probate…
Read More
Can You Legally Disinherit Your Family in Florida?
What the Law Really Allows (and What It Doesn’t) Many people assume that a will is the final word and that you can leave your assets to anyone you choose…
Read More
What Is the Best Trust for Blended Families?
How to Protect Your Spouse and Guarantee Your Children’s Inheritance Blended families face one of the most difficult challenges in estate planning: How do you take care of your spouse…
Read More
What Happens If a Trust Is Not Properly Funded?
The Costly Mistake That Can Send Your Family Straight to Probate You created a living trust. You signed the documents. You felt relief knowing your family would avoid probate and…
Read More
Is a Cheaper Estate Plan Always a Better Value?
Why “Saving Money” Today Can Cost Your Family Everything Later At first glance, a cheap estate plan sounds like a smart financial decision. Why spend thousands on an attorney when…
Read More
How Do I Choose the Right Estate Planning Attorney in Florida?
A 2026 Checklist to Protect Your Family, Assets, and Legacy Choosing an estate planning attorney in Florida may seem simple, but one wrong decision can have serious consequences. A poorly…
Read More
What Are the Most Common Estate Planning Mistakes?
5 Costly Errors That Can Put Your Family at Risk (2026 Guide) What if one small mistake in your estate plan caused your children’s inheritance to get tied up in…
Read More
Does a Deceased Estate Need to File a Tax Return in Florida?
A Complete 2026 Guide to Estate Tax Filings, Deadlines, and Common Mistakes When a loved one passes away, taxes are usually the last thing on your mind. Between grief, funeral…
Read More
What Are the Most Common Mistakes in Florida Probate?
5 Costly Errors Personal Representatives Must Avoid When someone is named personal representative of a loved one’s estate, it often feels straightforward, at least at first. But reality hits quickly.…
Read More
What Are the 5 Most Important Estate Planning Documents?
Introduction Estate planning is not just for the ultra-wealthy. Without the right documents in place, families can face probate delays, public court proceedings, unnecessary taxes, and internal disputes. Many people…
Read More
What Asset Protection Strategies Actually Work in Florida?
Samantha Fitzgerald, Esq. · Updated October 2026 The asset protection strategies that actually hold up in Florida are the ones put in place before a lawsuit, claim, or creditor problem…
Read More
What Does Florida’s Homestead Law Actually Protect?
Florida homestead law gives your primary residence three protections: it lowers your property tax bill, shields the home from most creditors, and — if you’re survived by a spouse or…
Read More
Do All Estates Have to Go Through Probate in Florida?
Key Takeaways: Probate in Florida The belief that every estate must go through probate in Florida is a common misconception. Important points to remember include: Probate only applies to assets…
Read More
Can I Give My Daughter $50,000 Tax-Free?
Key Takeaways: Giving Money to Family Tax-Free If you want to give your daughter $50,000, the tax rules are actually very favorable. Remember: The annual gift tax exclusion in 2026…
Read More
Florida Probate Explained: Real Case Studies, Probate Process, and How to Avoid Probate
Key Takeaways • Probate is required for assets owned solely in a decedent’s name without beneficiaries • Summary administration may be available for smaller estates • Formal administration is used…
Read More
What Happens If You Don’t File Probate in Florida?
Key Takeaways: Filing Probate in Florida If probate is not filed in Florida, serious legal and financial problems can arise. Remember these key points: A will has no legal authority…
Read More
What Is the Best Way to Leave Your House to Your Children?
Key Takeaways: Best Way to Leave Your House to Your Children When planning to transfer your home to your children, remember these key points: Gifting property during your lifetime can…
Read More
What Happens to Your Debt When You Die in Florida?
Key Takeaways You typically do not inherit debt in Florida Debts are paid through the estate during probate Creditors must follow strict deadlines Debts are paid in priority order If…
Read More
Are You Falling for These Florida Homestead Myths?
Key Takeaways Homestead protection does not apply to every creditor Florida law restricts how homestead property can be inherited Placing your home in an LLC can remove homestead protections There…
Read More
What Is the Deadline to File Probate After Death in Florida?
When a loved one passes away, legal deadlines are usually the last thing on your mind. But in Florida, probate timing matters, and missing certain deadlines can delay inheritance, freeze…
Read More
If There Are Multiple FL Properties in One Estate: What Goes to Probate?
Key Takeaways When a Florida estate includes more than one property, each parcel follows its own path through (or around) probate. Every family should know these essential points: The personal…
Read More
What is Ancillary Probate in Florida? Guide for Out-of-State Owners
Key Takeaways Understanding ancillary probate in Florida helps out-of-state property owners and their families avoid costly surprises after death. Here are the essential points: Ancillary probate is a separate court…
Read More
What is the Probate Process in Florida for Large Estates?
Key Takeaways Understanding how probate works for large estates in Florida helps personal representatives avoid costly delays and personal liability. Here are the most important points: Estates with non-exempt assets…
Read More
How Much Does an Estate Have to Be Worth in Florida to Go Through Probate?
Figure 1: Florida Probate Thresholds at a Glance Key Takeaways Florida law sets specific estate value thresholds that determine which type of probate process applies. Here are the essential points:…
Read More
What Constitutes a Large Probate Estate in Florida?
Key Takeaways Understanding what makes an estate “large” in Florida is critical for families facing probate. Here are the essential points: The threshold determining probate type is $150,000, raised from…
Read More
Tax Implications for a Large Probate Estate in Florida
Key Takeaways Understanding taxes in Florida probate helps personal representatives avoid costly mistakes and personal liability. Here are the essential points: Florida has no state estate tax or inheritance…
Read More
Top Challenges in Large Probate Estates in Florida
Key Takeaways Managing a large probate estate in Florida requires careful attention to deadlines, asset tracking, and family communication. Here are the essential points: Estates over $150,000 (raised from $75,000,…
Read More
The Role of Attorneys in Large Probate Matters in Florida
Key Takeaways Managing a large probate estate in Florida requires legal representation in most cases. Here are the essential points about probate attorneys and their role: Florida Probate Rule 5.030…
Read More
Selecting an Executor for a Large Probate Estate in Florida
Key Takeaways Selecting the right executor for a large Florida estate requires careful consideration of legal requirements, personal qualities, and practical factors. Here are the essential points: Florida calls executors…
Read More
Pour-Over Wills: Why You Still Need One with Your Trust
Creating a living trust is one of the most effective ways to protect your family, preserve privacy, and avoid unnecessary court involvement after your death. Many people assume that once…
Read More
Should You Put Your House in a Trust in Florida?
If you own a home in Florida, you may be wondering whether a will is enough or if a trust is smarter. This guide explains how wills and trusts work…
Read More
Notice to Creditors in Florida Probate: How to Serve and Why It Matters
This guide explains how the notice to creditors works in Florida probate, how to serve it, and why it matters. You’ll learn the steps to publish and serve, key deadlines,…
Read More
Do You REALLY Need a Probate Attorney in Florida?
When a loved one passes away, dealing with their estate can feel overwhelming. Many families wonder: “Do I really need a probate attorney in Florida, or can I handle this…
Read More
What Does It Mean to Fund Your Trust?
Creating a revocable living trust is a smart step in protecting your assets and ensuring your wishes are carried out, but creating the trust alone isn’t enough. One of the…
Read More
Why Naming a Beneficiary Is One of the Most Important Steps in Estate Planning
When most people think about estate planning, they imagine wills, trusts, and legal paperwork. But one of the easiest, and most overlooked, steps you can take to protect your loved…
Read More
Top 8 Estate Planning Myths in Florida And Why You Shouldn’t Wait to Create a Plan
At SJF Law Group, our South Florida estate planning attorneys often meet clients who are unsure whether they need an estate plan, or mistakenly believe they don’t. According to recent…
Read More
5 Things You Should Never Write in Your Trust (And What to Do Instead)
Did you know nearly 50% of Americans don’t have any estate plan at all? And even among those who do, many make critical mistakes, especially in their trusts, that create…
Read More
How Can an Irrevocable Trust Be Modified?
An irrevocable trust isn’t always set in stone. While designed to be permanent, legal tools exist to modify its terms under the right circumstances. Changing laws, family dynamics, or financial…
Read More
Estate Tax Portability: Why You May Need to File a 706 Even If You Don’t Owe Estate Tax
The Counterintuitive Part Most People Miss Most families assume that if an estate is well below the federal estate tax exemption, there’s no reason to file an estate tax return.…
Read More
How to Change The Trustees of a Trust in Florida
Changing the trustee of a trust in Florida requires precision, legal know-how, and a clear understanding of the trust’s terms. Whether due to incompetence, misconduct, or simply a better fit…
Read More
The Role of Trust Protectors in Modern Estate Plans for High-Net-Worth Families
Wealthy families use trusts to protect assets, minimize taxes, and control wealth distribution across generations. But rigid trust structures can create problems when laws change, family dynamics shift, or unforeseen…
Read More
Breaking Down Florida’s Great Wealth Migration By The Numbers
High-net-worth individuals, entrepreneurs, and families are leaving high-tax states in droves, redirecting billions of dollars and creating an economic boom in Florida. For our clients—successful individuals and families focused on…
Read More
What Is the Generation-Skipping Tax and How Do I Avoid It?
The Generation-Skipping Transfer Tax (GSTT) ensures the IRS gets its share when wealth bypasses a generation. This tax kicks in when assets are transferred to grandchildren or younger beneficiaries, sidestepping…
Read More
7 Things to Know Before You Contest a Will in Florida
Challenging a will in Florida can be a complex and emotional process, especially when navigating strict legal requirements and time limits. Before taking action, it’s important to understand key factors…
Read More
What to Do If a Personal Representative Refuses to Communicate with Beneficiaries
When a personal representative refuses to communicate with beneficiaries, it can create serious concerns about how the estate is being handled. Beneficiaries have a legal right to be informed about…
Read More
Can a Florida Will Be Contested After Probate Is Closed?
In Florida, probate typically signals the end of the estate distribution process, but it doesn’t always mean the will is beyond challenge. Surprising situations, like discovering fraud or new evidence,…
Read More
15 Tips for Handling Business Assets in Probate
Handling business assets during probate requires precision and a strategic approach to protect their value. With the right steps, it’s possible to navigate complex asset structures, preserve critical operations, and…
Read More
Unmarried Partners and Probate: What Happens Without a Will?
When unmarried partners face the probate process without a will, the journey can be complicated and uncertain. Probate law often prioritizes blood relatives, leaving a surviving partner with limited rights…
Read More
7 Insider Estate Planning Secrets of the Ultra Wealthy
Wealth isn’t just about earning—it’s about keeping and growing it across generations. From advanced gifting tactics to secretive trusts and tax-efficient investments, these high-level strategies are designed to protect assets,…
Read More
Protecting Foreign Property in Your Estate Plan: A Strategic Approach
Owning foreign property adds layers of complexity to estate planning. Different countries have their own rules on inheritance, taxes, and probate, which can clash with your intentions and complicate things…
Read More
How to Include Online Accounts and Digital Assets in Your Will
In today’s digital world, assets are more than just physical items—they include everything from social media profiles to cryptocurrency wallets. Incorporating these digital assets into your estate plan is essential…
Read More
Florida Business Owners: Protect Your Business with a Revocable Trust Transfer
Owning a business is no small feat—it’s your blood, sweat, and tears turned into a thriving entity. But while you’ve been smart enough to plan your estate and set up…
Read More
What You Need to Know About the Estate Tax Sunset: SJF Law Group’s Insights
When securing your family’s future, understanding the upcoming changes to the estate tax exemption is more critical than ever. The decisions you make today could determine how much of your…
Read More
Unmarried Couples Buying Property in Florida: Legal Considerations and Title Tips
When unmarried couples purchase property together in Florida, they often overlook the critical legal implications that can arise if they later decide to marry. How a property is titled at…
Read More
Avoid Costly Mistakes: How To Protect Your Assets Before Trouble Hits
Asset protection isn’t something you can just throw together at the last minute, especially when the unexpected happens, like when your teenage driver is involved in a car accident. One…
Read More
Divorcing in Florida? Don’t Forget to Update Your Property Title
Going through a divorce can be emotionally and financially draining. The last thing you want is to make your situation worse by overlooking critical details like property titles and estate…
Read More
Joint Ownership: A Little-Known Strategy to Avoid Tax Hikes After Death
Surprise! You’re Inheriting More Than You Thought! When a loved one passes away, you’d hope that inheriting their property would be a straightforward process. But nope—Florida law has other plans.…
Read More
Smart Estate Planning: How Documenting Family Loans Can Help You Avoid Gift Taxes
In the realm of estate planning, effectively transferring wealth to your children can be a crucial strategy, particularly for individuals with taxable estates. While outright gifting of assets is a…
Read More
Do Single Men in Their 40s Need an Estate Plan?
Estate planning may feel like something only for the married or those with children, but single men in their 40s face unique challenges that make it just as critical. Without…
Read More
Why You Should Own Commercial Real Estate Through an LLC
Owning commercial real estate is a significant step for any business owner. However, many fail to consider how the structure of ownership can impact their personal financial security. Holding commercial…
Read More
Estate Planning Tips to Seize the $13.61 Million Exemption – Weigh Your Options
Imagine inheriting a fortune only to discover that a significant portion is lost to taxes that could have been avoided. This scenario isn’t far-fetched, especially with the federal estate tax…
Read More
How Strategic Gifting Can Help Reduce Estate Taxes
Imagine planning to secure your family’s financial future, only to discover that a substantial part of your estate may be subject to federal estate taxes. For many families, this…
Read More
How to Revoke a Will in Florida
Life changes — marriages, divorces, births, deaths, and shifting relationships — and your will should change with it. If your current will no longer reflects your wishes, Florida law gives…
Read More
Don’t Skip Trust Provisions in Your Will
When most people think about trusts, they picture a separate legal document, such as a revocable living trust that holds assets during your lifetime and transfers them to your…
Read More
Should I Add My Pet to My Will or Create a Pet Trust? Understanding Your Options
Option #1: Adding Your Pet to Your Will Adding your pet to your will is a straightforward way to ensure they are cared for after your passing. This option is…
Read More
19 Reasons to Put a Homestead Into a Revocable Trust
Placing a homestead into a revocable trust is a smart estate planning move, safeguarding your property and simplifying its transfer. Here’s a list of reasons why this approach protects assets,…
Read More
Dog Days of Summer: Celebrate International Dog Day with a Pet Trust for Your Furry Companion
A pet trust is a legal tool designed to ensure your pet is cared for if you can no longer do so due to incapacity or death. By specifying a…
Read More
How to Avoid Probate in Florida: 5 Real Strategies That Actually Work
Why Avoiding Probate Matters to Most Florida Families Probate is public, can take months to over a year, and typically involves court costs and attorney fees paid out of the…
Read More
15 Essential Trusts for High-Net-Worth Individuals in Florida: A Comprehensive Guide
While most trusts are not specific to Florida, there are several that offer unique advantages due to Florida’s favorable laws and tax environment. Estate planning is crucial for high-net-worth individuals…
Read More
How Long Is a Will Valid in Florida? Does It Expire?
Do Wills Expire in Florida? Wills in Florida do not have an expiration date. Once created, a will remains valid until it’s revoked or replaced. However, life changes can impact…
Read More
Understanding Wills: A Key Component of Estate Planning
August is recognized as National Make-A-Will Month, so we’re diving into the world of wills to celebrate! This month serves as an important reminder to draft or update your will,…
Read More
Can You Decline an Inheritance in Florida?
Inheriting assets can be a complex and sometimes overwhelming experience. Whether due to financial implications, personal reasons, or potential impacts on government benefits, there are various situations where you might…
Read More
Our Comprehensive Guide to Using 529 Plans for Estate Planning in Florida
Maximize Your Estate Planning with 529 Plans: A Comprehensive Guide for Florida Residents Skip Ahead: Benefits of 529 Plans for Estate Planning 529 Plan Options Available in Florida…
Read More
You’ve Created a Revocable Trust, Now Make Sure to Fund It!
Congratulations! You just signed your revocable trust with your estate planning and probate attorney and have taken a huge step in protecting your family and assets. But just because you…
Read More
Half-Blood Inheritance: It’s Not Just for Hogwarts (But Estate Planning Is Important)
“Half-blood” isn’t just something you read about in the world of Harry Potter. In the probate world, half-blood inheritance is about how your blood relatives who share only one parent…
Read More
3 Estate Planning Updates You Can’t Ignore During a Divorce
We understand that divorce is a difficult time. However, it can’t be emphasized enough that you should prioritize your well-being during a divorce, including your financial future. Here are…
Read More
Why Putting Your Children’s Names on Your House is Not a Good Idea
If you’re thinking about adding your kids to the deed to your home, this blog will tell you all the reasons why that is NOT a good idea. Risks of…
Read More
Florida Homestead: Inheritance Rules for Married Couples (2026 Guide)
Introduction Florida homestead laws protect families but also impose strict limits on inheritance. If you are married and own a homestead, you cannot leave it to just anyone in your…
Read More
What is Probate?
What Is Probate and Why Does It Matter? Probate and estate planning aren’t at the top of most people’s minds. Typically, that only happens with the death of a loved…
Read More
What Happens If You Die Without A Will in Florida?
If you die without a valid will in Florida, state intestacy law — Florida Statutes Chapter 732 — decides who inherits your assets and in what shares, not you. A…
Read More
How Avoiding Probate Can Save You Time, Money, and Hassle
Understanding Probate: The Court Process for Settling an Estate Perhaps you have encountered the concept of probate. If you have not, probate is the legal process of administering the estate…
Read More
From Confusion to Clarity: Preparing for Your Probate Attorney Consultation
Probate Prep Made Easy: A Guide for Your First Meeting Dealing with legal matters can seem like navigating unchartered territory and feel overwhelming, especially when dealing with the death…
Read More
Young Adults Entering College Need an Estate Plan
Turning eighteen is an exciting time for young adults who are going off to college or starting their careers. But reaching the age of majority means that your child is…
Read More
Understanding the Legality of Video Wills in Florida
Movies inspire all sorts of creative ideas, including the notion of video wills. However, can you really create a legally binding will through video in Florida? Let’s examine the…
Read More
Empowering Women: Taking Control of Your Healthcare and Finances Through Two Important Estate Planning Documents
It’s paramount for women to establish advanced directives and designate a durable power of attorney to ensure their healthcare and financial wishes are respected in critical times. Historically, women have…
Read More
Can I Revoke My Will?
The short answer is yes, you can revoke your will. Creating a will is a crucial step in ensuring that your assets are distributed according to your wishes after your…
Read More
Where is Probate Handled?
Where Should You Open a Probate Administration For Someone Who Passed Away? The answer is the county where the person resided. For example, if the decedent lived in Fort Lauderdale,…
Read More
The Corporate Transparency Act: What Business Owners Need to Know
The Corporate Transparency Act (CTA) is a crucial legislative update that could have a significant impact on your business. Understanding the Corporate Transparency Act The Corporate Transparency Act (CTA) is…
Read More
Practical Tips and Strategies to Handle Difficult Beneficiaries in Your Estate
A common issue some clients face when planning their estates is dealing with difficult beneficiaries. Our Fort Lauderdale estate planning attorneys understand that managing “problem beneficiaries” can be challenging,…
Read More
Who is Barred from Serving as a Personal Representative in Florida Probate Administration?
The personal representative plays a vital role in managing and overseeing the probate process, ensuring the deceased individual’s wishes are carried out smoothly. In this part, we’ll look closer at…
Read More
How to Disclaim an Inheritance in Florida: A Complete Guide
When most people picture receiving an inheritance, they imagine gratefully accepting money, property, or assets left behind by a loved one. But sometimes the right financial decision is to say…
Read More
Can Non-Residents Serve as Personal Representatives?
As a reminder, a personal representative is the person appointed by the court to be the executor of someone’s estate during a probate administration. Who is Eligible to Serve as…
Read More
When Is Probate Required in Florida? How to Tell If You Need It
What Is Probate? Probate is the court process for legally transferring a deceased person’s property to their beneficiaries. Whether it’s required for a given estate isn’t about whether there’s a…
Read More
The Role of the Personal Representative in Managing Creditor Claims
If you find yourself appointed by the court as the personal representative for someone’s probate administration, it means you’ve been entrusted with significant responsibilities. Among these responsibilities is making…
Read More
Choosing a Personal Representative in Florida Probate
The personal representative is the person appointed to be the estate executor and handle the probate administration. But who gets to be the personal representative in the probate process? In…
Read More
How Long Does the Probate Process Take in Florida?
In Florida, probate typically takes anywhere from two to three months for a Summary Administration to six to twelve months (or longer) for a Formal Administration, depending on the size…
Read More
Comparing Florida Probate Administrations: Summary vs. Formal Administration
Probate administration is the legal process that ensures the orderly distribution of a deceased person’s assets and the settlement of their debts. In the State of Florida, there are…
Read More
Demystifying Florida Probate: Understanding the Process
Florida probate administration is a legal procedure often surrounded by misconceptions and confusion. It’s essential to demystify this process and clearly understand what it entails. What is Florida Probate?…
Read More
Can an Estranged Child Make Medical Decisions for You?
Can an Estranged Child Make Medical Decisions for You? Family members don’t always get along. Let’s face it; relationships can be…well, complicated. And sometimes, people break apart. Some ruptures can…
Read More
Celebrity Estate Lessons: Heath Ledger and the Importance of Domicile
The loss of a young life is always tragic. And sometimes, if it is the death of a celebrity, it hits home for so many of us — because, having…
Read More
3 Stumbling Blocks Your Probate Estate in Florida May Run Into
Administering a probate estate in Florida does not always run smoothly. While probate administration can be simple in some cases, others encounter plenty of stumbling blocks along the way. Having…
Read More
2 Misconceptions You May Have About Probate Administration in Florida
You’re at the movies, popcorn in hand, sitting on the edge of your seat, body tense with anticipation. It’s that part of the movie when all will be revealed. Decedent’s…
Read More
Casey Kasem & Larry King: Celebrity Estate Planning Disasters
Celebrities entertain and amuse us. And following their lives can be so exciting. There is so much to focus on: celebrity fashions, weight gain and weight loss, endless marriages and…
Read More
2 Ways to Resign as Trustee in Florida
As we have mentioned before, the job of a trustee is critical. But it’s not easy. A trustee is a fiduciary. As such, he or she has several duties to…
Read More
Off to College? Don’t Forget to Pack These 3 Critical Estate Planning Documents.
Death can strike anyone at any time. It does not afflict only the old and feeble. Death can come unexpectedly even to young, vibrant college students. We see this all…
Read More
Don’t Leave Without Me: Florida’s Simultaneous Death Laws
In our business, trusts and estate law, we must anticipate some of the more difficult and heart-rending situations. Like simultaneous death. However unlikely, such tragedies do occur. One heartbreaking example…
Read More
2 Reasons Why You Should Not Put Your Children’s Names on the Deed to Your Home
30‑Second Takeaway Adding a child to your deed does avoid probate—but it also hands your house to their creditors, ex‑spouse, and the IRS, and it can even delay Medicaid benefits. Better…
Read More
Dying on Your Own Terms: A Brief Look at Medical Aid in Dying
Frequently incorrectly called “assisted suicide” or “euthanasia,” medical aid in dying allows a terminally ill yet still mentally capable adult who has six months or less to live to end…
Read More
2 Fast Facts About Filing a Will in Florida
At the time of your death, your personal representative has to file your Will with the probate court. There is plenty to know about drafting and filing a Last Will…
Read More
The 2 Types of Special Needs Trusts
A special needs trust (sometimes called a “supplemental needs trust,” abbreviated “SNT”) is a trust set up to provide for a disabled individual. This may be a loved one who…
Read More
What a Probate Lawyer Does for You That No One Else Does
Not everyone likes lawyers—until they need one, that is. Then your local attorney goes from “zero” to “hero.” But what, exactly, do attorneys do for you? Most of us may…
Read More
If You Are “In Terrorem” of a Will Contest, Can You Include a “No Contest” Clause in Your Florida Will?
If you anticipate that a disgruntled heir is going to challenge your Last Will and Testament (“Will”) after you die, can you include a “no contest” clause in your Florida…
Read More
Does Florida Have a Small Estate Affidavit?
Update: Florida’s summary administration threshold rose to $150,000 (from $75,000) for deaths on or after July 1, 2026, under CS/HB 1337 (Ch. 2026-57). The two-year rule is unchanged, and homestead…
Read More
4 Types of Assets that are Exempt from Probate in Florida
Quick Summary The probate process involves identifying and gathering the assets of a deceased person (a “decedent”) and paying the decedent’s debts. Not all probate assets, however, are subject to…
Read More
Buying or Selling Property in Florida? Then You Need to Know About Warranty Deeds.
Deeds are critical when exchanging property. In fact, if you are buying or selling property in Florida, then you need to know about deeds, and especially warranty deeds. What’s in…
Read More
Where the Heck Did I Put It? A Lost or Destroyed Will in Florida.
During our lifetimes, we can often make right things that go wrong, or we can replace lost or stolen items. But all that ends when we die. Which brings up…
Read More
Why You Need a Trust Lawyer in Florida
As Americans, we pride ourselves on our independence. And heck, being able to get things done and do them yourself is almost always a good thing. Almost always. Not always.…
Read More
3 Facts to Know about Custodial Accounts
There are lots of things you should know about custodial accounts (UTMA/UGMA), and plenty of reasons to speak with a knowledgeable estate and probate lawyer about them. But starting with…
Read More
What Happens if a Decedent Owned Property in Multiple States?
Have you ever wondered what happens if a decedent owned property in multiple states? Exactly how would probate of the property be handled if the property the decedent owned wasn’t…
Read More
4 Basic Terms You Should Know if Considering a 529 College Account.
Often referred to simply as a “529,” prepaid college accounts (referred to here as “529 college accounts” or “529 plan”), 529 college accounts can be a great way to save…
Read More
What Happens to a Donor Advised Fund at Death?
When it comes to estate planning and charitable giving, there are a lot of tools that can be used to achieve an individual’s estate planning needs. A donor advised fund…
Read More
4 Common Problems Trustees Face in Administering a Trust
Let’s face it. Administering a trust is never easy. While any number of problems can arise when administering a trust, in this post we will look at 4 common problems…
Read More
3 Duties Every Personal Representative Must Accomplish to Administer an Estate.
The duties of a personal representative in administering a decedent’s estate are many and varied. In a very broad sense, there are 3 duties every personal representative must accomplish in…
Read More
What is a Power of Appointment and What Can it Do?
Short Summary A “power of appointment” gives someone authority over who inherits property from your estate or trust. In Florida, this tool can simplify your plan or cause major issues…
Read More
The 3 Types of Probate in Florida
Good estate planning helps you to avoid probate. That’s where an estate planning attorney comes into play. Probate in Florida is the time-consuming and expensive court process that oversees the…
Read More
Luck Be a Lady Bird Deed… or Trust? Which is Better?
Before you develop an estate plan with your estate and probate lawyer, there are many considerations. Chief among them is how you will transfer your assets, including your home. Because…
Read More
2 Things to Know About Transfers to Minors and Florida’s Uniform Transfer to Minors Act.
Kids. We love ‘em. Lots. And so, if you have children or grandchildren, you may be wondering about transfers to minors and Florida’s Uniform Transfer to Minors Act (UTMA). You…
Read More
You Can’t Take It With You, But It Might Be Portable: Portability and the 706.
A major issue addressed in estate planning is taxes: federal taxes, gift taxes, state taxes, and estate taxes. Tax considerations, with an eye towards minimizing taxes as they apply to…
Read More
Irrevocable Doesn’t Always Mean Irrevocable: 2 Ways to Change an Irrevocable Trust.
Is an irrevocable trust actually irrevocable? Most of the time, estate planning rules mean exactly what they say. So, for example, if the law says a trust is irrevocable, it…
Read More
Looking Ahead: What is Medicaid’s 5-year Look-back?
Covering 1 out of every 5 Americans, Medicaid is our nation’s public health insurance program for those of low income. Importantly, it provides long-term care coverage for most Americans. But…
Read More
3 Common Will Provisions and the Rationales Behind Them.
We firmly believe that everyone over the age of 18 should have a Last Will and Testament (“Will”), trust, or other provision for the distribution of property, along with necessary…
Read More
2 Trusts You May Not Have Heard Of.
Spendthrift trusts. Revocable living trusts. Irrevocable living trusts. Special needs trusts. Charitable trusts. Constructive trusts … You may have heard of these trusts. But there may be some trusts you…
Read More
Calling All Artists, Authors, and Musicians: Estate Planning and Copyrights.
When we think about estate planning and the property we want to pass on to our loved ones, the family home, 401K accounts, bank accounts, cars, jewelry, and other tangible…
Read More
A Cautionary Tale of Cryptocurrency and Estate Planning: Billionaire Matthew Mellon’s Million Dollar Disaster.
Estate planning is no stranger to estate planning disasters. Consider, for example, the number of celebrities who have died intestate (without a Last Will and Testament (“Will”)). Stars like Aretha…
Read More
The 2 Tiers of Intestacy Laws in Florida
If you die without having made a Last Will and Testament (“Will”), a trust, or other provision for the distribution of your property, your property will be distributed according to…
Read More
Darling, Please Marry Me. But Sign Here First. Estate Planning and Prenuptial Agreements.
Marriage is a wonderful institution. It speaks of love, devotion, and commitment. Sadly, statistics indicate that almost half (50%) of all marriages in America will end in separation or divorce.…
Read More
3 Reasons Why Young Adults Need Their Own Estate Planning Documents Now!
You’re young adults. You’re healthy. You’re on top of the world. You’ve got some stuff, but you haven’t accumulated a lot of wealth yet. Maybe you’re a college student. Maybe…
Read More
Got a Car? Then You Need to Know About Florida’s “Dangerous Instrumentality Doctrine.”
You may not think of your car as your greatest liability, but it can be. If you own a car, chances are you will lend it out from time to…
Read More
3 Important Factors You Should Know About Digital Assets and Estate Planning
You might be surprised to learn that digital assets and estate planning are becoming increasingly important considerations. In recent months, cryptocurrency has continued to live up to its reputation for…
Read More
What is Fiduciary Litigation?
Trusts have trustees. Probate estates have personal representatives. Those who are incapacitated or incapable of acting for themselves (like children) have a legal guardian or conservator. What do all these…
Read More
3 Possible Signs of Estate Mismanagement
Estate mismanagement is more common that you might expect, whether accidental or intentional. Florida law requires a personal representative (also known as an “executor” or “administrator”) to carry out a…
Read More
Tangible or Intangible Personal Property: Why it Matters in Estate Planning.
The purpose of a comprehensive estate plan is to decide how to handle your assets during your lifetime and then how to distribute them when you die. Most people readily…
Read More
Children Born After Your Will is Executed: What Happens Now?
Questions about children born after your Will is signed? Let’s say you are a conscientious person, so you diligently have an estate plan, including a Last Will and Testament (“Will”)…
Read More
2 Benefits of a Spendthrift Trust and 3 Exceptions to the Rule.
One of the aims of a comprehensive estate plan is to help individuals address the needs of their families. Spendthrift Trust Overview Not every beneficiary is capable of handling an…
Read More
What is a Surcharge Action?
Probate litigation is a varied and complex area of law. One question that Samantha J. Fitzgerald is often asked is, what is a surcharge action? In today’s post, we will…
Read More
Got a Business? Do These 3 Things Now.
Owning your own business is certainly rewarding. But it also comes with great responsibility. You may have employees. Or you may have important contracts or assets to protect. Whatever the…
Read More
Are There Different Types of Deeds in Florida?
When our estates and probate attorneys help individuals navigate the complex areas of estate and probate law, they guide them in deciding the best way to distribute their property to…
Read More
Make Long-Term Care Part of Your Florida Estate Plan
In estate planning, we think about and consider any number of life-impacting issues. Among other things, at SJF Law Group, we help our clients think about and plan for such…
Read More
4 Different Types of Florida Wills
When thinking about developing a comprehensive estate plan, a Last Will and Testament (“Will”) almost always comes to mind. And for good reason. Wills are certainly an important part of…
Read More
Why You Should Consider Creating a Burial Plan
Have you considered creating a burial plan? Have you spent any time thinking about what type of funeral you would like? Do you know whether you want to be cremated,…
Read More
The 2 Biggest Estate Planning Mistakes People Make When Trying to Plan for a Pet
Estate planning mistakes are more common than you may think, especially when pets are involved. It’s no secret that we dearly love our pets. According to the US Census Bureau,…
Read More
3 Things to Know About Florida Gun Trusts
A gun trust is an important consideration for gun lovers and collectors who are thinking about their estate planning, because owning firearms presents a serious problem. Why? Because the law…
Read More
A Look at Second Marriages and Florida Estate Planning
Getting Remarried in Florida? Prenups, Homestead, and Your Estate Plan When you remarry in Florida, your new spouse automatically gains rights to your estate that your will and trust can’t…
Read More
Demystifying “Step Up in Basis” in Florida Probate
Our Florida estate planning and probate attorneys understand how confusing estate planning concepts can be. That’s why our attorneys take the time to explain difficult concepts, like “step up in…
Read More
Are Oral or Handwritten (Holographic) Wills Valid in Florida?
As an estate and probate lawyer in Plantation Florida, Samantha J. Fitzgerald is often asked whether oral or handwritten Wills are valid in Florida. Many people wait a bit too…
Read More
3 Things to Consider When Deciding How to Own Rental Property.
If you own rental property, it can be a great investment. But being a landlord comes with its own set of complications and risks. Top among them are tax implications…
Read More
3 Benefits of Having a Letter of Instruction
In our modern world, it seems that letter writing is a long-lost art. While we may be able to handle most communications via email or text, when it comes to Florida estate…
Read More
Undue Influence in Florida Estate Contests: What Courts Actually Look At
Why This Question Comes Up So Often Almost every contested estate involves someone who was closer to the decedent than other family members, often a caregiver child, a new spouse,…
Read More
It’s a Bird…It’s a Lady…It’s a Deed…: What is a Lady Bird Deed?
In Florida, SJF Law Group looks for ways to help their clients avoid probate. Why? Because probate is a time-consuming and expensive process that can eat up an estate’s assets…
Read More
Get it Together This Year: Why Consolidating Accounts is Important for Estate Planning
Would consolidating accounts help? Let’s see…you have a checking account at Big Bank of Florida, an old 401(k) retirement account at a Plantation Florida Big Bank, an investment account, a…
Read More
3 Estate Plan Lists You Should Make Today
The great thing about lists, like your “Honey Do” or “To Do” list, is that they prioritize items and keep them top-of-mind. They also help keep you organized so you…
Read More
How Long Do Estate Planning Documents Last?
When we think of estate planning, the first document that tends to come to mind is a Last Will and Testament (“Will”). But there are other estate planning documents that…
Read More
It All Goes to Betty…Or Bobby…Or Sally…Or…: Why Naming Alternates is Critical for Estate Planning.
A comprehensive estate plan requires careful consideration and planning as well as a thorough knowledge of the applicable state laws. An estate plan requires executing a number of legal documents.…
Read More
About Bitcoin: Cryptocurrency and Your Estate Plan
Bitcoin raises some interesting issues in estate planning. With a market value of already more than $3 trillion dollars, cryptocurrencies are fast becoming a significant part of the estates of…
Read More
Not Just a Rubber Stamp: The Importance of Notarizing a Will and Doing It Correctly.
So often we see Wills (“Last Will and Testament”) that have defective notary blocks. While there are several different types of defects, some of the more common include: Failing to…
Read More
How Can Married Couples Protect their Assets from Creditors?
Protecting your assets from creditors and lawsuits should be part of your estate plan. There are a number of asset protection strategies that you can integrate into your estate plan.…
Read More
Florida Inheritance Terms Explained: Decedent, Heir, Executor & More
If you’ve recently lost a loved one, or you’re starting to think about your own estate plan, you’ve probably encountered legal terms that feel like a foreign language. Words like…
Read More
When “X” Marks the Will: Is an “X” a Valid Signature for Your Will?
Most people assume that signing a will requires a full legal signature like the kind you’d put on a contract or a check. But what if the person making the…
Read More
What is a Trust Limitation Notice?
Administering a trust is no easy proposition. Trustees have a significant number of duties to perform and the failure to carry out those duties can have severe consequences. One extremely…
Read More
3 Situations When You Should Amend Your Revocable Trust, and 1 When You Should Revoke It Altogether.
We frequently mention how flexible revocable living trusts are as an estate planning tool. But there are times when you may need to amend your revocable trust, and there is…
Read More
I Object! What Happens if You Object to a Will or Claim in Probate?
Any number of difficult and painful situations can arise during the probate of a Last Will and Testament (“Will”). One particularly difficult and emotional situation that can arise is when…
Read More
The 1 Major Roadblock Older Out of Wedlock Children Face When It Comes to Inheriting and Intestacy.
In today’s day and age being born out of wedlock no longer has the social stigma it once did. But while we may have advanced socially, being born out of…
Read More
What is an ILIT and Why Would You Want One?
Estate planning has certain wealth management aspects to it, including asset protection and wealth planning. In today’s post, we will discuss one estate planning tool that helps to ensure that…
Read More
What Is a SLAT? Definition, How It Works, and When It Makes Sense
What Does SLAT Mean? SLAT stands for Spousal Lifetime Access Trust. It’s an irrevocable trust that one spouse (the “grantor”) creates for the benefit of the other spouse (the “beneficiary”).…
Read More
3 Tough Questions to Ask Yourself Before Meeting with an Estate and Probate Attorney
Once you have taken the important step of making an appointment to meet with an estate and probate lawyer to discuss your estate plan, you should take a little time…
Read More
Asserting Control from Beyond the Grave: Conditional Bequests
When you make a Last Will and Testament (“Will”) you get to decide who will receive your property at the time of your death. You also can choose when they…
Read More
4 Essential Elements a Trust Must Have to Qualify Under Florida’s New Community Property Trust Act.
On July 1, 2021, Florida’s new Community Property Trust Act became effective. The Community Property Trust Act (or “CPTA”) allows married couples in Florida to create a valid community property…
Read More
The Interplay of Partition Actions and Probate Estates.
When someone dies quite often the most important asset passed on to his or her heirs is the family home. But when an inheritance consists of something like the family…
Read More
Florida’s Community Property Trust Act: How It Works
Most people don’t think of Florida as a community property state because it isn’t. But a Florida law that took effect in 2021 gives married couples a way to access…
Read More
Good Things Come in Threes: The 3 Main Roles in a Trust.
A revocable living trust (aka a “living trust,” referred to here simply as a “trust”) is a wonderful estate planning tool. But understanding who the parties in a trust are…
Read More
Why A Power of Attorney Isn’t So Powerful When It Comes to Trusts.
The 30‑Second Takeaway A power of attorney (POA) is wonderful for paying Mom’s everyday bills or signing Dad’s tax return—but the minute those assets land in a living trust, the POA hits…
Read More
What’s So Special About Special Needs Trusts?
A trust is a very flexible estate planning tool. The great thing about creating a trust is that it can adapt to the particular needs of your unique situation. If…
Read More
2 Ways You Can Lose Tenancy by The Entirety Property Protection.
Not all states allow married couples to hold property under the designation of tenancy by the entirety (“TBE property”). But in those states, like Florida, that do, owning real or…
Read More
3 Estate Planning Mistakes.
The whole point of having an estate plan is to plan ahead and prepare for your inevitable demise so that you can have peace of mind, knowing your family will…
Read More
Why a Will Alone Isn’t Enough for Your Florida Estate Plan
You’ve done something most people haven’t: you’ve created a will. That’s an important first step, and it’s more than most Florida adults have in place. But if you think a…
Read More
If You “Care a Lot” About Your Future, Do This to Avoid Becoming a Ward of the State.
Netflix’s movie, I Care A Lot, is causing quite a stir. The movie centers around an entrepreneur, Marla Greyson (Rosamond Pike) who runs a business as a court-appointed guardian handling…
Read More
If You Die Without a Will, who is in Charge of Your Estate?
At the end of a long day where it seems that life is a mess and you’re the one who has to do everything for everybody, did you ever wonder…
Read More
What is a Florida Land Trust?
If you own real estate in Florida, you may be interested in learning more about Florida’s Land Trusts. Although a comprehensive explanation of land trusts is beyond the scope of…
Read More
The Number 1 Thing You Must Do After Creating a Trust to Avoid Probate.
One of our favorite estate planning tools is a revocable living trust (referred to in this post as a “trust”). Why? Because, unlike a Last Will and Testament (“Will”) (another…
Read More
What Can You Do in Your Will?
Maybe you’re wondering why having a Last Will and Testament (“Will”) is so important. Perhaps you think that it’s not really such a big deal. After all, what exactly can…
Read More
Walking a Fine Line: The Difference Between Being a Dutiful Child and Undue Influence.
In Florida, a Last Will and Testament (“Will”) is void, either in whole or in part, if it has been procured by fraud, duress, or undue influence. When a Will…
Read More
Can a Disparity in Mental Acuity between Decedent and a Beneficiary be Evidence of Undue Influence?
Undue influence is a troubling and often complex concept. Not everyone, or every state for that matter, agrees on what constitutes undue influence or how to prove it. One major…
Read More
Due Diligence and Reasonably Ascertainable Creditors in Florida Probates.
The personal representative appointed to administer a decedent’s estate has a lot of important duties to perform. One of these is making a diligent search for all creditors of a…
Read More
3 Common Disputes That Arise Between Beneficiaries and Personal Representatives in Probate Proceedings
It may not surprise you to learn that not all probate proceedings go smoothly. Like other areas of law, trusts and estates has its share of complications and disputes. During…
Read More
Don’t Write Your Will Yourself. But if You do, Keep These Principles in Mind.
Let’s say you understand how important it is for you to have a Last Will and Testament (“Will”) before you die. Great. But now let’s say you decide to write…
Read More
Demystifying Title Insurance: What it is and Why You Need it.
When making an estate plan, one of the issues that frequently comes up is the family home. Many times, an estate plan will encompass transferring the home to a revocable…
Read More
Warranty Deed vs. Quitclaim Deed: Which Do You Need in Florida?
The Short Version Deed Type Protection Level Common Use General (Full) Warranty Deed Full protection — covers the entire history of the property Arm’s-length real estate purchases Special Warranty Deed…
Read More
3 Things to Understand About Florida’s Pet Trust Laws.
For many of us, our pets are like family. And, like our family, we worry about how they will be taken care of when we die. After all, a horse…
Read More
Accumulating Trust Income: A Good Idea?
Administering a trust is often a difficult and complex job. How a trustee invests and disburses trust assets can have important tax implications. That is why it is critical to…
Read More
Just 5 of the Many Duties You Have as Trustee of a Trust.
Trusts can be a bit difficult to understand. But boiled down to its essence, a trust is a legal entity that is established by a person (called the “grantor,” “settlor,”…
Read More
Hey Kids, We’re Spending Your Inheritance: Why You Should Talk to Your Parents about Their Money
Like it or not, if you have aging parents, at some point, you’re going to need to talk to them about money. Their money and how they are spending it.…
Read More
Can the Personal Representative of an Estate be Removed?
When you work with your estate and probate lawyer to develop your estate plan, one of the things you will do is decide who will be the personal representative (or…
Read More
What is Undue Influence and How Do You Prove it in Probate Court?
Sometimes having a Last Will and Testament (“Will”)—even one that has been properly executed— isn’t enough to avoid litigation during probate. One growing area of concern caused by the rapidly…
Read More
5 Types of Fees to Expect in a Probate Action.
Although the costs of probate depends on a number of factors, such as the size of your estate, where you live and whether or not your estate is simple or…
Read More
Common Problems That Come Up During Florida Probate
Every Florida probate case is unique – the assets are different, the family dynamics are different, and the legal complications that arise are different. But after years of handling probate…
Read More
3 Actions You Can Take to Avoid Probate.
A major benefit to working with an experienced estate and probate lawyer is that doing so can, to a large extent, help your estate to avoid probate. Avoiding probate saves…
Read More
Death, Debts and Probate: Do All Debts Have to be Paid through Probate?
One aspect of an estate’s responsibilities that probate administration handles after the death of a person, is paying all estate taxes and debts. But does that mean that all debts…
Read More
Formal vs. Summary Probate Administration in Florida: Which Applies to Your Estate?
The Short Version Florida has two probate paths, and which one applies depends mainly on the size of the estate and how long ago the person died, not on how…
Read More
4 Grounds for Contesting a Florida Last Will and Testament
30-Second Take-Away A Florida will can only be overturned only for specific legal grounds—not mere disappointment. You must file a contest within 90 days of the Notice of Administration or…
Read More
The What and Why of a Probate Caveat: What it is, and Why One Might be Filed.
One caveat before we get started: today’s post is all about probate. And caveats. Probate caveats. If you’ve never heard of probate caveats, don’t worry. In today’s post we’ll explain…
Read More
Pencil Me In: Can You Just Handwrite Changes to Your Will or Trust on the Original Document?
We all know that life changes. Constantly. Sometimes instantly. So it makes sense that at some point you might want to make changes to your Last Will and Testament (“Will”)…
Read More
4 Necessary Steps for Estate Administration in Florida
Probate estate administration is the legal process used to distribute a person’s estate (i.e. property and possessions) after they die. Although it is essential to administer an estate, it is…
Read More
A Brief Look at Estate Planning and Guardianship Law in Florida.
What could be closer to our hearts than taking care of our children or family members who need us? Over the past several months, the coronavirus (COVID-19) pandemic has brought…
Read More
Can You Change the Terms of a Trust?
Trusts are a favored estate-planning tool in large part because they are highly flexible. They can be used to address a wide range of estate planning needs. We particularly like…
Read More
3 Reasons Why You Should Not Try to do Your Estate Plan Yourself
People are always looking for ways to save money. And with so much information and pre-made legal forms online, you might think that you can handle drafting your Will (“Last…
Read More
Who Can Witness a Will in Florida?
To be valid, a Last Will and Testament (“Will”) has to comply with a number of “formalities.” One important formality is having (generally) 2 people who witness the signing of…
Read More
Why Wills and Trusts Go Together Like Peanut butter and Jelly.
We find in our wills, trusts, and probate practice that clients frequently think they need only a Will (“Last Will and Testament”) or only a trust (“Living Trust” or “Revocable…
Read More
5 Key Trusts and Estates Terms You Should Know.
When planning your estate, it’s important to understand some of the more common trusts and estates terms generally used by the law and your probate lawyer. Here are 5 trusts…
Read More
The Divorce Was Bad Enough. But What Happens if You Die Without Changing Your Will?
Going through a divorce can be an overwhelmingly devastating experience. And the last thing you need after a divorce is to make your financial affairs more complicated or worse off…
Read More
Who is a “Personal Representative” and What Does He or She Do?
When you die, you not only leave behind all your loved ones, you leave behind all your property — both real, personal, and digital. You may also leave behind a…
Read More
4 Essential Estate Planning Documents You Need.
In the aftermath of the COVID-19 pandemic, we’ve all gained a new perspective on many aspects of our lives: how we socialize, how we work, and even how we maintain…
Read More
Safe Deposit Box After Death in Florida: What Your Family Needs to Know
Safe deposit boxes cause a lot of headaches when the box owner dies. If your family members aren’t sure who can access the box, what they’re allowed to take out,…
Read More
Should I have a Durable Power of Attorney?
In my opinion, a durable power of attorney is often times the most important estate planning document that you can have. It’s also one of the most abused documents (more about…
Read More
What is a health care surrogate?
What is a health care surrogate designation (aka healthy care proxy, advanced directive or medical power of attorney) and what happens when you don’t have one? A health care surrogate…
Read More
Handwritten Wills
Is a handwritten Will valid in Florida? Sure is! As long as it is signed by the testator (that’s the person making the Will) at the end of the document,…
Read More
It’s a POD, People.
What Does POD Mean? POD stands for Payable on Death. It’s a designation you can add to a bank account that names a beneficiary to receive the funds directly when…
Read MoreVoted GOLD for Estate Law by South Florida Families – Sun Sentinel 2026
About The Firm
Since 2011, SJF Law Group has been helping clients protect their families with estate planning, probate & trust administration. We pride ourselves on combining the personalized service and attention of a boutique firm, with the talent and legal acumen of a large firm.
Our Awards
GOLD – Estate Law
GOLD – Law Firm
SILVER – Woman-Owned Business
