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GUARDIANSHIP LITIGATION – “It’s Not About the Money” (Well, actually…) Palm Beach County Guardianship Litigation Attorneys Robert (Bob) is 84 years old and a retired corporate executive. His net worth is approximately $10 million. Bob and his second wife, Laurie live comfortably in an affluent community and have had a good life together for theRead more

“The Best Laid Plans…When Medicaid Planning Blows Everything Up and Why” You have taken great care of your clients. You have advised them well and carefully made certain all their legal documents are in order, their assets are titled correctly and their estate plan is fully implemented. You have gone to great lengths to planRead more

How to Begin the Estate Planning Process Proactive steps you can take now to avoid potential conflicts regarding your estate Estate planning is one of the most important aspects of maintaining control over your financial affairs both during your lifetime and after your death. As we get older, we typically amass various different financial assetsRead more

What is a Successor Trustee? How to ensure that your estate is managed properly and according to your specific wishes Establishing a trust is one of the most common types of estate planning and is an important step in securing your assets. There are many different types of trusts that can be utilized based onRead more

ESTATE PLANNING FOR WOMEN IN PALM BEACH COUNTY Interesting article at the link, which describes the need for women – especially older women – to empower themselves with “financial fluency”. Whether you are single, married, divorced or widowed, women have unique financial & Estate Planning needs. At Kitroser & Associates, we recognize those needs, weRead more

What is a Personal Fiduciary? Loyalty, trust and good faith diligence are just a few hallmarks of a reliable personal fiduciary What exactly is a personal fiduciary and how can it help me? This is an important question that you must ask yourself as you begin the estate planning process. Estate plans can be complexRead more

What is Probate in Florida? What you can do to plan for the future and protect the best interest of both you and your loved ones Many people are vaguely familiar with the term probate but don’t really have a full understanding of exactly what the process entails. It is extremely important to take theRead more

Things to Consider When Naming a Trustee How to protect your best interests and trust the right person to carry out your wishes Estate planning is one of the most important ways that you can plan for the future and ensure that your assets are protected and utilized according to your specific wishes. In someRead more

What Happens to an Estate Plan During a Divorce? You don’t have to wait until your divorce is final to take proactive steps to protect your best interests and plan for the future The divorce process is often inherently stressful, both emotionally and financially, for both parties. There are usually many different questions and scenariosRead more

The Importance of Estate Planning for Millennials Why you need to take proactive steps to protect your best interests Many millennials, typically individuals born between the early 1980s and late 1990s, mistakenly believe that estate planning is reserved for an older generation. Those in their twenties and thirties often fail to realize the importance ofRead more