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Don’t Make These 3 Estate Planning Mistakes.

Estate planning tackles a number of complicated and difficult issues— it can encompass everything from asset protection to providing for those with special needs, to reducing estate taxes, to disinheriting…

Estate Planning Probate Wills & Trusts

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.…

Estate Planning Probate Wills & Trusts

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…

Estate Planning Probate Wills & Trusts

4 Important Terms You Should Know When It Comes to Inheritance.

Testate, intestate, heirs, beneficiaries, probate…the terms used in estate planning can be complicated and confusing. Which is why it can be very helpful to have a basic understanding of some…

Estate Planning Probate Wills & Trusts

When “X” Marks the Will: Is an “X” a Valid Signature for Your Will?

In Florida, for a Last Will and Testament (“Will”) to be valid, it must comply with certain legal formalities. The necessary legal formalities vary from state to state, but generally…

Wills & Trusts

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…

Wills & Trusts

Why Having a Will Simply Isn’t Good Enough.

We often emphasize how important it is to not die without a Last Will and Testament (“Will”) in place. In other words, we encourage you to not die “intestate.” And…

Wills & Trusts

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…

Wills & Trusts

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…

Wills & Trusts

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,”…

About The Firm

Since 2011, the Law Officers of Samantha J. Fitzgerald 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.

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Wills & Trusts

Don’t Make These 3 Estate Planning Mistakes.

It All Goes to Betty…Or Bobby…Or Sally…Or…: Why Naming Alternates is Critical for Estate Planning.

Not Just a Rubber Stamp: The Importance of Notarizing a Will and Doing It Correctly.

4 Important Terms You Should Know When It Comes to Inheritance.

When “X” Marks the Will: Is an “X” a Valid Signature for Your Will?

3 Situations When You Should Amend Your Revocable Trust, and 1 When You Should Revoke It Altogether.

Why Having a Will Simply Isn’t Good Enough.

Don’t Write Your Will Yourself. But if You do, Keep These Principles in Mind.

Accumulating Trust Income: A Good Idea?

Just 5 of the Many Duties You Have as Trustee of a Trust.

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