By David Bauer The COVID-19 (coronavirus) outbreak has quickly reached pandemic status. As of April 9th, the Centers for Disease Control and Prevention (CDC) reports that there are already nearly 430,000 confirmed cases in the United States. The Florida Department of Health cautions that exposure to the virus is especially dangerous for senior citizens and people with underlying medical conditions. During this time of unprecedented uncertainty, many people have questions

By David Bauer In Florida, probate is a court-supervised legal process through which a deceased person’s property and assets are identified, gathered, and distributed to the appropriate heirs. One of the first steps of probate is confirming the validity of the will. This raises an important question: What happens if a person dies without a will in Florida? The answer is that their estate still goes through probate—however, the distribution of their property and assets will

According to the Small Business Administration (SBA) , there are 2.5 million small businesses in the state of Florida alone. Most small firms are heavily dependent on the day-to-day contribution of their owner(s). As a small business owner, your estate plan should protect you, your loved ones, and the viability of your company. Here are five estate planning tips that you can use: 1. Know Your Objectives Estate planning requires a careful assessment of your own objectives. Y

They’re an important piece of the pie, but wills are not the only way to plan your estate. Estate planning is about putting your legal, financial, and medical affairs in order and can include wills, revocable or irrevocable trusts, living wills, powers of attorney, gifting, and creation of family limited partnerships. Other aspects may include joint tenancies in bank accounts, real estate, and/or stock accounts. For many people, the most important aspect of estate planning is