Trust Options For Florida Estate Planning
There are two main types of trust that an individual may choose from when creating an estate plan. The first type of trust is referred to as a living trust, and its terms may take effect while a person is still alive. Alternatively, a testamentary trust may be established, which is part of a will […]
Taking The Right Approach To Inheritance
Estate planning is something that many families avoid, sometimes until it is too late. Others believe they have done enough, but minor details end up being a great hassle to heirs unexpectedly. It is a good idea for Florida residents to follow some simple guidelines to ensure that their estate is handled the way they […]
Many Families Unprepared For Estate Administration In Florida
Nobody can predict the future; however, that does not mean that individuals shouldn’t prepare for the future. Unfortunately, many families in Florida and other states are not making the necessary preparations for estate administration in the case of an unexpected death. Approximately 56 percent of families do not have estate plans in place, which leaves […]
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Boyes, Farina & Matwiczyk was recently featured in the 2025 Best Law Firms Magazine.
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Dividing A Florida Estate Equally Among Surviving Children
While many parents wish to spread their estates equally among any adult children, this is often easier said than done. If one child earns more, it may be tempting to provide the other children with more money to protect their financial future. However, an unequal payout could lead to animosity between the surviving children.
Florida Wills And Avoiding Mistakes
Making common errors with wills can lead to a long probate process and can risk how and to whom the person’s assets will be distributed. When to write a will is not a matter of how old a person is. It is instead more relevant to what is happening in their lives.
Appointing a Trustee? Consider a professional.
A trustee is charged with protecting and investing trust assets and administering those assets per the terms of the trust agreement for the benefit of the trust’s beneficiaries. See Fla. Stat. 736.0801 et seq. While this sounds like a basic premise, there are some important functions which a trustee must do in their fiduciary role. […]
Considerations When Writing Wills
Some Florida residents have the misconception that writing a will is unnecessary unless they are wealthy. This is in most cases not true, and people may benefit from having one in place no matter the size of their estates. Having a valid will can ensure that the testator’s assets are distributed to the intended beneficiaries […]
Don’t Let Seemingly Complicated Estate Planning Prevent You From Making A Plan
Only 45 percent of Americans today have a will. So many Americans and folks in Florida lack estate planning because many people put off estate planning and because many people overcomplicate estate planning decisions to the point where a plan is not created. While estate planning can be complicated, it does not have to be. […]
Husband Improperly Transferred Millions to His Girlfriend Without Wife’s Knowledge
Wallace v. Torres Rodriguez, — So. 3d —, 2022 WL 1481782 (Fla. 3d DCA 2022) This recent case from the Third District Court of Appeal involved a husband, a wife, and the husband’s longtime girlfriend. In 2010, the wife, Patricia, asked her attorney to draft an irrevocable trust agreement for both her and the husband, […]