by Bridget Friedman | Sep 24, 2026 | Estate Planning, Probate
Quick answer: In Florida, assets subject to probate include individually owned real estate, sole-name bank accounts, vehicles and personal property without beneficiary designations, business interests, and stocks or bonds lacking transfer-on-death instructions. Assets... 
by Bridget Friedman | Aug 25, 2026 | Estate Planning, Probate
What Do I Need to Know for the Florida Probate Process? Florida probate is the court-supervised process of distributing a deceased person’s assets, and it directly affects how real estate is transferred. Key concerns include timelines (typically 6–12 months),... 
by Bridget Friedman | Jun 26, 2026 | Estate Planning, Trusts
Choosing a Trustee (sometimes called a successor trustee when dealing with a trust) is one of the most important decisions you will make in your estate plan. This person will be responsible for managing and distributing your assets according to your wishes after you... 
by Bridget Friedman | Jun 18, 2026 | Estate Planning, Healthcare Surrogates
Planning for the unexpected is one of the most important steps you can take to protect yourself and your loved ones. In Florida, a healthcare surrogate (sometimes called a healthcare proxy in other states) is the person you legally appoint to make medical decisions on... 
by Bridget Friedman | Feb 3, 2026 | Estate Planning, Probate
Losing a loved one is never easy. The emotional toll is heavy enough without the added burden of navigating complex legal systems. Yet, for many families, the grieving process is interrupted by a lengthy, expensive, and public court proceeding known as probate. While... 
by Bridget Friedman | Sep 3, 2025 | Estate Planning
Most people understand the importance of planning for retirement or securing life insurance, yet many overlook one of the most critical aspects of financial planning: estate planning. Estate planning is the process of arranging for the management and distribution of...