Category Archives: Planning

WHAT STEPS CAN BE TAKEN TO EASE THE BURDEN ON YOUR FAMILY AFTER YOUR DEATH?

When a death in the family occurs, survivors often face many challenging decisions and responsibilities. Some of these decisions can lead to family arguments, potentially even litigation. The type of funeral arrangements and costs, where to locate important financial records, how to divide personal property such as jewelry or furniture, or which friends and relatives should be notified of your death, are just a few of the many decisions that must be made. Making these decisions as well as numerous...

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WHAT IS TESTAMENTARY CAPACITY?

In Florida, testamentary capacity is necessary to execute a valid Last Will and Testament. Testamentary capacity is less than that required to establish other valid contracts such as a that required to execute loan documents or to purchase a home.

that burden is met by a showing that it is more probably than not that, at the time of execution of the will, the testator understood, in a general way, the nature and value of his property and his relations to those persons who would naturally have some claim to his estate....

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