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…
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Are There Different Types of Deeds in Florida?
When estate and probate attorney Samantha J. Fitzgerald helps individuals navigate the complex and complicated areas of estate and probate law, she guides them in deciding which is the best…
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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,…
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A Look at Second Marriages and Florida Estate Planning
According to statistics, the divorce rate in the United States in 2020 (excluding California, Hawaii, Indiana, Minnesota, and New Mexico) for every 1,000 people was 2.3. While that is lower…
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Demystifying “Step Up in Basis” in Florida Probate.
Florida estate planning and probate attorney Samantha J. Fitzgerald understands how confusing estate planning concepts can be. That’s why she takes the time to explain difficult concepts, like “step up…
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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…
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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 through email or text, when it comes to…
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2 Lifestyle Factors of a Testator That May Disprove Undue Influence
In many probate litigations, a testator’s Last Will and Testament (“Will”) or a trust can be subject to a claim for undue influence. What Is Undue Influence? Undue influence is…
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It’s a Bird…It’s a Lady…It’s a Deed…: What is a Lady Bird Deed?
In Florida, Samantha J. Fitzgerald looks for ways to help her clients avoid probate. Why? Because probate is a time-consuming and expensive process that can eat up an estate’s assets…
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Get it Together in 2022: 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…
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