Wills, Trusts & Estates

Publications

Do you need a revocable trust?

• An overview of revocable trusts, with a discussion of what creation of revocable trust can, and cannot, do for you.

Establishing a Florida Domicile

• A checklist for establishing Florida as you legal domicile, including a declaration of domicile form.

Estate Settlement Basics

• An overview of the probate process

Estate and Trust Settlement Basics 

• An overview of the probate process and an explanation of how probate may be coordinated with the administration of a revocable trust.

Estate planning questionnaire

• A guide for gathering family and financial information for estate planning purposes.

Florida's new elective share

• Florida law grants a surviving spouse the right to claim an "elective share" of a deceased spouse's estate.  This publication outlines new elective share rules which apply to persons dying after October 1, 2001.

"Joint," "in trust for" and "pay on death" ownership

• An explanation of the legal distinctions between these common forms of ownership.

Personal representative's and attorney's fees in probate

• An explanation of current Florida statutes governing the fees of personal representatives and their attorneys in Florida probate proceedings.

PROBATE & ESTATE PLANNING FAQs

Tax Resources

Estimate your estate tax using the interactive estate tax calculator.  Use the tax form links to order, download or print tax forms.  Some of the forms may be filled in on line.

• Federal Tax Forms
• Florida Tax Forms