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?

What if your mother dies and she owned property in both Florida and another state, say, Massachusetts?  Can two states both have probates going on at the same time for her estate?  Which probate court wins?

Cut out of a will?  Dis-inherited?  What are you options in Florida? If you did not receive an inheritance under a Florida will or a Florida trust and you believe that this was caused by someone doing bad things, you may be able to sue for tortuous interference. 

Wonder what your inheritance rights are to a Florida trust or estate?  Many beneficiaries do.   In Florida, you are entitled to participate in the probate administration if you are a beneficiary under a Florida will.  So, if your grandmother from Boca Raton died and left a will which gave you, say, 1/3 of her Florida estate, you get to know what’s going on and will receive copies of probate documents.