Monthly Archives: July 2026
Why Not Wait Two Years for Summary Administration in Palm Beach County?
If you live in Florida and you recently lost a loved one, you might have heard something about “summary administration.” Perhaps you have heard that this process is significantly easier and cheaper than formal probate administration in Palm Beach County. You might have also heard that if you simply wait two years after your… Read More »
I’m Retired and I Think People Are Stealing Money From My House: What Can I Do?
If you’re retired and aging in place, various people might be coming and going every day. These might include landscapers, home care nurses, delivery people, caregivers, relatives, neighbors, and volunteers. What if you suspect that someone has been stealing cash or valuables from your home? What are your legal options in this situation? Can… Read More »
Can I Invest Inside a Revocable Trust in North Palm Beach?
If you enjoy investing or see it as an important part of your retirement strategy, you might be curious about investing within your revocable trust. However, you might also be wary of investing in this manner. Perhaps you’re worried about the implications of investing within a trust vs. investing as an individual. What are… Read More »
Why Is Confidentiality Important During Estate Planning in Palm Beach County?
If you’re approaching estate planning for the first time, you may have heard that your original Last Will and Testament should be filed with the Cler’s office after you pass away. Once filed, the Last Will and Testament becomes public record. Why is this a concern, and why might you want to prioritize confidentiality with… Read More »