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Monthly Archives: June 2021

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What Is A Mutual Will Agreement In Florida?

By Legacy Protection, LLP |

As estate planning lawyers, we often get asked about Joint Wills and Mutual Will Agreements. If you are a married person who wants to set up an estate plan, you may have thought about creating a Mutual Will. It is not uncommon for spouses to want to combine their Wills by using a Joint… Read More »

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How Do Florida Courts Determine Mental Incapacity?

By Legacy Protection, LLP |

The terms “capacity” and “incapacity” are often used in estate planning documents and laws, but many people do not understand the legal significance of these two words.  Depending the context, these terms can have vastly different meanings. What is Testamentary Capacity? One of the requirements to execute a valid Will is to be over… Read More »

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Should I Create A Will Or A Revocable Living Trust?

By Legacy Protection, LLP |

Clients often ask our attorneys, “Is it better to have a Will or a Revocable Living Trust?”  It is important to understand that each person/family is different, and what is best for your neighbor may not be best for you.  When deciding which estate planning tool is best for you, it is important to… Read More »

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What Happens To Mortgage And Debts When You Die?

By Legacy Protection, LLP |

Mortgage debt accounts for the vast majority of U.S. consumer debt.  Not all mortgagors (people who borrow money from a lender to purchase real estate) pay off their mortgage before their death.  When a person dies before their mortgage is paid off, the next in line heirs or beneficiaries must find a way to… Read More »

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