Just days ago, Florida’s 4th District Court of Appeals in West Palm Beach, Florida issued an important legal opinion regarding creditor’s claims and Florida estates. The opinion was an appeal of a trial court order from Judge Grossman in Broward County’s probate court in Ft. Lauderdale.

Can I demand an inheritance? Must my mother or father leave me something when they die? Florida probate law has answered this:  No.

You have inheritance rights………….. don’t you? Has a parent or grandparent just died in Florida? Are you wondering if you, as an “heir” or maybe even a beneficiary under a Florida will or trust, have inheritance rights? What are your rights if you are not in a will? What if you are dis-inherited?

Were you cut out of a will and you think it was caused by undue influence? Was your inheritance cut short by someone who interfered with your inheritance based on undue influence?

Florida trustees need to diversify trust investments and invest “prudently.” After all, Florida has a prudent investor rule which is a rule of conduct for all trustees.

Are you buying and selling stocks, bonds and mutual funds too much and too often?  Are you sick of not capturing the investment returns and gains that so many money managers brag about?

Are you buying and selling stocks, bonds and mutual funds too much and too often?  Are you sick of not capturing the investment returns and gains that so many money managers brag about?

Technology and estates collide ! Did mom or dad sign a will that was downloaded from the internet?

Did mom cut you out of her will or Florida estate? Did she leave you less in her will than you expected? Did her will leave a major portion of her estate to someone you did not expect to inherit?

Do you need help with a Florida estate? Maybe you live in Ohio, and your uncle Mo died in Boynton Beach, Florida. You get a call from someone who has your uncle’s will, which names you executor (or what we call in Florida: personal representative of the estate). Oh…..and the will gives you half of your uncle’s estate and the other half to your brother who hates you. What do you do?