Category: Probate

Demystifying Living Trusts and Estate Administration in Miami Beach and Fort Lauderdale

Demystifying Living Trusts and Estate Administration in Miami Beach and Fort Lauderdale

Estate planning is more than just a legal necessity; it’s a critical component of financial wellness and peace of mind. At Parker & Maloney, P.A., we understand the complexities and nuances of estate planning in Miami Beach and Fort Lauderdale. This article is designed to demystify living trusts and estate administration, providing you with the clarity and direction needed to navigate these essential processes confidently.

What is a Living Trust?

A living trust is a cornerstone of effective estate planning. It allows you to transfer your assets into a trust for the benefit of your beneficiaries, bypassing the often lengthy and public process of probate. Whether you’re looking to protect your privacy, manage your assets during incapacitation, or ensure a smooth transition of your estate, understanding the role and benefits of living trusts is paramount.

Types of Living Trusts:

We help our clients navigate the choices between revocable and irrevocable trusts, tailoring solutions to meet their specific needs and goals.

Benefits:

With a living trust, you can avoid probate, reduce estate taxes, and ensure that your estate is managed according to your precise wishes.

How to Set Up a Living Trust in Miami Beach and Fort Lauderdale

The process of establishing a living trust is meticulous but straightforward with the right guidance. At Parker & Maloney, P.A., we assist our clients through every step, from choosing the appropriate trust type to transferring assets into the trust. Our approach is tailored to comply with local regulations, ensuring a seamless and effective estate planning experience.

Estate Administration Basics

Administering an estate is a significant responsibility, involving the management and distribution of assets according to the deceased’s wishes or state law. Our role includes guiding executors and administrators through this complex process, ensuring that all legal, tax, and administrative tasks are handled efficiently and compassionately.

Comparing Living Trusts and Wills

Understanding the differences between living trusts and wills is crucial for any comprehensive estate plan. Each has its advantages and serves different purposes. Our expertise helps clients make informed decisions that align with their estate planning objectives.

The Role of Estate Planning Lawyers in Miami Beach and Fort Lauderdale

The intricacies of estate planning require professional legal expertise. At Parker & Maloney, P.A., we bring years of experience and a deep understanding of local laws to the table, helping our clients navigate the estate planning process with confidence and ease.

Tax Implications of Living Trusts

Tax planning is an integral part of estate planning. We work with our clients to explore the tax implications of living trusts, advising on strategies to minimize tax liabilities while maximizing the benefits to beneficiaries.

Challenges and Solutions in Estate Administration

Estate administration can present various challenges, from beneficiary disputes to legal hurdles. Our experience allows us to anticipate potential issues and provide strategic solutions, ensuring a smooth administration process.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Living Trusts and Real Estate

For Miami Beach and Fort Lauderdale residents, real estate is often a significant part of an estate. We specialize in incorporating real estate into living trusts, offering strategies to manage and protect these valuable assets effectively.

Conclusion

At Parker & Maloney, P.A., we’re committed to providing our clients with the knowledge and tools needed for effective estate planning. Living trusts and estate administration are complex, but with our expertise, you can navigate these processes with clarity and confidence. We encourage you to take the next step in securing your legacy and protecting your loved ones.

FAQs

What’s the difference between a revocable and an irrevocable living trust?

How does a living trust avoid probate?

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Ensuring Peace of Mind: The Importance of Comprehensive Estate Planning

Ensuring Peace of Mind: The Importance of Comprehensive Estate Planning

When it comes to securing your assets and ensuring your loved ones are taken care of, there’s no room for uncertainty. That’s where comprehensive estate planning services come into play. At Parker & Maloney, under the guidance of Attorney Jonathan H. Parker, we understand the significance of crafting a solid estate plan tailored to your unique needs and circumstances. In this blog post, we’ll explore the key reasons why comprehensive estate planning is essential for residents of Honolulu and Hawaii.

Protecting Your Assets

Estate planning isn’t just for the wealthy. It’s about safeguarding your hard-earned assets and ensuring they are distributed according to your wishes. With the guidance of Attorney Parker, we’ll help you create a comprehensive plan that minimizes tax burdens, avoids probate complications, and maximizes the inheritance for your beneficiaries. By carefully considering factors such as trusts, wills, and asset protection strategies, Attorney Parker will guide you through the process of preserving and growing your wealth for future generations.

Providing for Your Loved Ones

Comprehensive estate planning goes beyond asset protection. It allows you to provide for your loved ones in the event of incapacitation or untimely passing. Attorney Parker understands the emotional and financial implications that can arise and will work closely with you to establish a plan that addresses guardianship for minor children, healthcare directives, and the establishment of trusts to ensure your loved ones are cared for according to your wishes. By proactively planning for such scenarios, you can have peace of mind knowing that your family will be supported during difficult times.

Preserving Your Legacy

Your legacy is more than just your assets—it’s the values, beliefs, and memories you leave behind. Through comprehensive estate planning, you have the opportunity to pass down your values and protect your legacy for future generations. Attorney Parker will help you create a plan that incorporates charitable giving, philanthropic endeavors, and the preservation of family traditions, ensuring your impact extends long after you’re gone. By aligning your estate plan with your core values, you can leave a lasting impression on your community and make a difference in the lives of others.

Navigating Complex Legalities

Estate planning involves navigating a complex web of legalities and regulations. Attorney Parker’s experience in estate law and his deep understanding of the local legal landscape make him the ideal partner for your estate planning needs in Honolulu and Hawaii. He will guide you through the process, ensuring that all necessary documents, such as wills, trusts, powers of attorney, and healthcare directives, are properly drafted and executed. By working with an experienced professional, you can avoid costly mistakes and ensure that your estate plan is legally sound and enforceable.

Conclusion:

Comprehensive estate planning is a vital step in securing your future and the future of your loved ones. With Parker & Maloney and the guidance of Attorney Jonathan H. Parker, you can rest assured that your estate plan will be crafted with meticulous attention to detail and tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards peace of mind and a secure future.

To learn more about our probate services in Honolulu, visit our website at https://jonathanhparker.com. Contact us today for a consultation, and let’s start the journey toward resolving your probate matters with compassion and expertise.

Parker & Maloney
1050 Bishop St. Ste 268
Honolulu, HI 96813

Phone:
(808) 371-6771
(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Charting the Maze of Probate in Honolulu and Hawaii.

Charting the Maze of Probate in Honolulu and Hawaii.

Dealing with the complex legalities of probate can be overwhelming, especially during an already difficult time. That’s when you need a trusted attorney who not only understands the intricacies of probate law but also has the expertise to guide you through the process smoothly. Look no further than Parker & Maloney, a renowned law firm led by Attorney Jonathan H. Parker, who specializes in probate law in Honolulu and across Hawaii.

The Quintessence of Astute Probate Representation

In the realm of probate affairs, the guidance of a counsel concentrated on this discipline is paramount. Attorney Jonathan H. Parker, alongside his cadre at Parker & Maloney, are connoisseurs of the probate voyage, ensuring your entitlements are safeguarded and the estate’s stewardship is conducted with paramount diligence.

Armed with a profound comprehension of probate statutes, Parker & Maloney adeptly traverse the legal quagmire, attending to every minutiae. From the initiation of requisite documentation to advocacy in the halls of justice, their cadre of proficient attorneys is primed to address every facet of probate proceedings.

Moreover, Attorney Jonathan H. Parker’s bespoke strategy distinguishes him. He invests time to delve into the idiosyncrasies of each client’s predicament and aspirations, crafting his legal maneuvers accordingly. Through lucid and succinct elucidation of legal proceedings, he equips clients with the knowledge to make enlightened choices at every juncture.

Advocacy Across Honolulu and the Hawaiian Expanse

Nestled in Honolulu, Parker & Maloney has been the pillar for clients throughout the Hawaiian realm for more than a decade. Attorney Jonathan H. Parker’s acumen in probate law spans the entire state, enabling assistance to clientele in myriad locales, inclusive of (mention specific regions if desirable). Whether ensconced in Honolulu or any other Hawaiian locale, you may entrust Parker & Maloney with unparalleled legal advocacy in probate matters.

Within the intricate domain of probate law, the alliance with a veteran attorney is a treasure of immense value. Attorney Jonathan H. Parker and his ensemble at Parker & Maloney are committed to shepherding clients through the complexities of probate in Honolulu and the splendid Hawaiian state.

Their steadfast pursuit of excellence, tailored approach, and deep-seated knowledge of probate law, have established Parker & Maloney’s eminent reputation for surpassing outcomes. Electing Parker & Maloney means allying with a squadron that will accompany you at each stride, guaranteeing your entitlements are defended, and your probate affairs are managed with the highest degree of attention. Eschew the solitude of facing probate challenges. Engage Parker & Maloney forthwith to arrange a counsel and unveil how their expertise can illuminate your probate proceedings. Allow Attorney Jonathan H. Parker and his dedicated team to bestow the legal insight required to traverse the probate process with assurance.

Parker & Maloney
1050 Bishop St. Ste 268
Honolulu, HI 96813

Phone:
(808) 371-6771
(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Navigating Probate in Miami Beach and Fort Lauderdale: Guidance from Parker & Maloney, P.A.

Navigating Probate in Miami Beach and Fort Lauderdale: Guidance from Parker & Maloney, P.A.

In addressing estate settlement affairs in Miami Beach and Fort Lauderdale, the necessity of legal expertise cannot be overstated. Parker & Maloney, P.A., under the stewardship of Attorney Jonathan H. Parker, specializes in estate settlement law and is committed to furnishing adept legal guidance to clientele in these regions. Within this narrative, we shall delve into the significance of retaining an estate settlement attorney, the principal stages inherent in the estate settlement progression, and how Parker & Maloney, P.A. can furnish comprehensive assistance at each juncture.

The Significance of Retaining an Estate Settlement Attorney

Confronted with the prospect of navigating the estate settlement trajectory, many individuals might contemplate self-management. Yet, estate settlement proves to be a convoluted and time-intensive undertaking, necessitating a profound comprehension of legal protocols and documentation. This underscores the indispensability of a reputable estate settlement attorney like Jonathan H. Parker from Parker & Maloney, P.A. With a wealth of experience in estate settlement law, Attorney Parker possesses a nuanced grasp of the complexities inherent in estate settlement affairs. He can aid in formulating a comprehensive estate plan, safeguarding assets, and ensuring the welfare of beneficiaries. Additionally, Attorney Parker can provide expert counsel in mediating disputes and facilitating a seamless estate settlement administration.

The Estate Settlement Disclosed

Estate settlement denotes the legal process of administering and disbursing the assets and liabilities of a deceased individual. It encompasses various phases that demand meticulous adherence to ensure equitable and expeditious resolution. Presented herewith are some pivotal stages intrinsic to the estate settlement process:

Commencement of Petition: The estate settlement process commences with the submission of a petition to the court. Attorney Parker shall shepherd you through this inaugural phase, guaranteeing meticulous preparation and filing of requisite documentation.

Asset Assessment and Valuation: The assets of the deceased must be discerned, evaluated, and cataloged. Attorney Parker can lend assistance in this pivotal phase, ensuring comprehensive asset identification and accurate valuation.

Settlement of Liabilities and Levies: Prior to asset distribution, liabilities and taxes necessitate settlement. Attorney Parker shall labor assiduously to ensure the discharge of all outstanding liabilities and the fulfillment of tax obligations.

Asset Dissemination: After debt and tax resolution, residual assets can be apportioned to beneficiaries in accordance with the deceased’s testamentary intentions or statutory provisions. Attorney Parker shall oversee this process to ensure equitable and lawful asset distribution.

Parker & Maloney, P.A.: Your Esteemed Estate Settlement Advocates

At Parker & Maloney, P.A., cognizant of the emotional and fiscal strain accompanying estate settlement, our team is committed to furnishing empathetic and proficient legal assistance to patrons in Miami Beach and Fort Lauderdale. Endowed with profound acumen and experience in estate settlement law, Attorney Jonathan H. Parker instills confidence in clients by ensuring their estate settlement affairs are entrusted to capable hands. Our tailored approach and meticulous attention to detail serve as differentiators, as we endeavor to secure optimal outcomes for our clientele.

Engage Parker & Maloney, P.A. Today

For those seeking seasoned and dependable legal representation for estate settlement matters in Miami Beach or Fort Lauderdale, Parker & Maloney, P.A. stands ready to assist. Schedule a consultation with Attorney Jonathan H. Parker today, and embark on the estate settlement journey fortified with assurance.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Probate Process Simplified: Your Guide in Fort Lauderdale

Probate Process Simplified: Your Guide in Fort Lauderdale

Introduction to Probate in Fort Lauderdale with Parker & Maloney, P.A.

Probate Process

Probate is the judicial procedure for validating and executing the will of a deceased person. This formal process ensures the appropriate distribution of assets to heirs while settling all existing debts. In Fort Lauderdale, as elsewhere, probate can seem intricate. However, with expert legal assistance, such as that from Parker & Maloney, P.A., the maze of probate becomes far more manageable.

Why You Need Expertise in Fort Lauderdale’s Probate Process

The vibrant real estate scene in Fort Lauderdale means many estates comprise valuable assets. Furthermore, Fort Lauderdale’s diverse population indicates a myriad of wills, trusts, and estates requiring probate every year. Engaging experts like Parker & Maloney, P.A. ensures you’re well-positioned to navigate these complexities.

Kick-starting the Probate Process

  1. Unearthing the Will: The primary task is to locate the deceased’s will. If present, this legal document will guide the distribution of assets. In its absence, asset distribution is governed by Florida’s intestacy rules.
  2. Designating a Personal Representative: This individual, usually named in the will, oversees the estate’s management. Should the will not specify, the court takes the reins and appoints one.
  3. Listing Assets: Led by the personal representative, this step entails compiling a list of all assets, which can range from property and vehicles to jewelry and bank accounts.

Efficiently Tackling Probate Court in Fort Lauderdale with Parker & Maloney, P.A.

The Fort Lauderdale probate court, consistent with Broward County’s mandate, has specific protocols and schedules. Post the personal representative’s appointment, there’s a necessity to inform all potential creditors. They typically have 90 days to claim against the estate.

Simultaneously, a ‘Notice to Creditors’ gets published in local newspapers for two successive weeks, giving even ascertained creditors an opportunity to come forward.

Addressing Debts and Taxes

The estate’s assets can only be dispensed after the clearance of all genuine debts and outstanding taxes. Parker & Maloney, P.A. offers invaluable guidance during this delicate phase, ensuring that all financial obligations are met before asset distribution.

Dissemination of the Estate’s Assets

After settling all financial obligations, the personal representative, under the advisory umbrella of Parker & Maloney, P.A., can distribute the assets. This distribution must mirror the will’s instructions or, if absent, abide by Florida’s legal provisions.

Concluding the Probate Journey

This phase requires the personal representative to present a comprehensive account of their activities to the court. This dossier should encompass the estate’s inventory, settled debts, and distribution methods. Once the court gives its nod of approval, the representative’s role concludes, and so does the probate journey.

Potential Roadblocks in Fort Lauderdale’s Probate Process

Even with a structured approach, probate isn’t free from potential snags. Issues such as ambiguities in the will, beneficiary disagreements, or complications with creditors can arise. This is where the seasoned expertise of Parker & Maloney, P.A. proves invaluable, steering the process away from potential pitfalls.

Conclusion

To navigate the Fort Lauderdale probate landscape, having a firm like Parker & Maloney, P.A. by your side is invaluable. This guide, coupled with our expert legal counsel, ensures that the probate process in this dynamic city remains a well-orchestrated endeavor.

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Why Attorney Jonathan H. Parker & Parker & Maloney are Your Best Bet for Probate in Honolulu

Why Attorney Jonathan H. Parker & Parker & Maloney are Your Best Bet for Probate in Honolulu

The shimmering waves of Honolulu aren’t the only things that stand out on the island. When it comes to probate matters, Attorney Jonathan H. Parker and his esteemed firm, Parker & Maloney, shine brilliantly against the backdrop of legal professionals.

Introduction to Probate and Its Importance

While the serenity of Honolulu is undeniable, the complexities of wills and estates can sometimes create storms. This is where a proficient probate attorney steps in.

The Role of a Probate Attorney

A probate attorney ensures a deceased individual’s assets are correctly distributed, debts paid off, and that all legal requirements are met seamlessly. They are the beacon guiding an estate through the intricate legal channels.

Meet Attorney Jonathan H. Parker

Honolulu Probate Attorney

His Expertise and Track Record

With years of invaluable experience, Attorney Jonathan H. Parker has become a household name in Honolulu for probate cases. Having successfully represented numerous clients, his expertise is not just recognized but sought after.

Why He Stands Out in Honolulu

Honolulu has its unique set of legal nuances. Attorney Parker, with his vast local experience and knowledge, brings a blend of professional expertise with a local touch, making him an unrivaled choice for many.

The Unwavering Strength of Parker & Maloney

Firm’s Credibility and Legacy

Parker & Maloney isn’t just any law firm. With a legacy built over the years, we are a fortress of legal excellence. Our track record speaks volumes about our commitment to justice and client satisfaction.

Client-Centric Approach

What makes us stand tall is our client-centric approach. At Parker & Maloney, every client is given personalized attention, ensuring their concerns are addressed, and they are continually in the loop.

Making the Right Choice with Parker & Maloney

Client Testimonials and Success Stories

From heartfelt testimonials to impressive success stories, our firm’s clientele boasts of the exceptional services rendered by Attorney Jonathan H. Parker and his team. Their satisfaction is a testament to the firm’s dedication and excellence.

Conclusion: Entrust Your Probate Needs to the Best

In the vast legal sea of Honolulu, Attorney Jonathan H. Parker, and Parker & Maloney emerge as the beacon of hope, guidance, and unparalleled expertise. Trust them with your probate needs, and you’re assured smooth sailing.

FAQs

  1. What sets Attorney Jonathan H. Parker apart from other probate attorneys?
    • Apart from his vast experience, Attorney Jonathan H. Parker’s intricate understanding of Honolulu’s legal nuances and his client-centric approach make him a top choice.
  2. How long has Parker & Maloney been serving Honolulu residents?
    • Parker & Maloney has been a pillar of legal excellence in Honolulu for numerous years, building a legacy of trust and success.
  3. Is the initial consultation with the firm free?
    • For details on consultation fees, it’s best to contact us at Parker & Maloney directly. We are always ready to assist potential clients.
  4. How does the firm handle complex probate cases?
    • With a team of experts and the guidance of Attorney Jonathan H. Parker, no case is too complex. They approach each case with meticulous planning and expertise.
  5. Where is Parker & Maloney located in Honolulu?
    • For location details and to schedule a meeting, contact us today.

To learn more about our probate services in Honolulu, visit our website at https://jonathanhparker.com. Contact us today for a consultation, and let’s start the journey toward resolving your probate matters with compassion and expertise.

Parker & Maloney
1050 Bishop St. Ste 268
Honolulu, HI 96813

Phone:
(808) 371-6771
(877) 727-5379

Mon 9:00 AM – 5:00 PM
Tue 9:00 AM – 5:00 PM
Wed 9:00 AM – 5:00 PM
Thu 9:00 AM – 5:00 PM
Fri 9:00 AM – 5:00 PM
Sat 9:00 AM – 5:00 PM
Sun 9:00 AM – 5:00 PM

Navigating Probate in Honolulu, Hawaii

Navigating Probate in Honolulu, Hawaii

With the passing of a loved one, dealing with the legalities of their estate is often an overwhelming task. If you’re in Honolulu, Hawaii, and find yourself navigating the complex world of probate law, look no further than Parker & Maloney. Our attorneys are here to guide you every step of the way, making this difficult time a little less daunting.

What is Probate?

Probate is the legal process of settling a deceased person’s estate, including the disbursement of assets to heirs and payment of debts to creditors. This process can be intricate and time-consuming, especially for those who are unfamiliar with the nuances of the law.

Probate Services in Honolulu, Hawaii at Parker & Maloney

At Parker & Maloney, we have made it our mission to assist clients in Honolulu with the management and settlement of estates. Our extensive experience in the field of probate law allows us to offer an array of services including:

  1. Estate planning
  2. Will and trust litigation
  3. Estate administration
  4. Estate and gift tax issues

As a long-standing law firm with a robust reputation, we bring professionalism, compassion, and a deep understanding of probate laws in Hawaii. We focus on providing customized solutions to our clients, ensuring a seamless transition of estate and assets.

Why Choose Parker & Maloney for Probate Services in Honolulu, Hawaii?

Knowledge and Experience: With years of dedicated service in Honolulu, we have garnered a deep understanding of Hawaii’s unique probate laws. Our team of experts ensures that your loved one’s estate is handled in compliance with the law.

Personalized Service: At Parker & Maloney, we understand that every client’s needs are different. We offer tailored legal advice and strategies, prioritizing your interests above everything else.

Ease and Transparency: We’re here to simplify the process. We aim to keep our clients informed about every step of the probate process, offering clarity and guidance to avoid any potential roadblocks.

Client Satisfaction Is Our Priority

Your satisfaction is our top priority at Parker & Maloney. We take pride in supporting our clients in Honolulu through the intricacies of probate law, offering them peace of mind during a challenging time.

To learn more about our probate services in Honolulu, visit our website at https://jonathanhparker.com. Contact us today for a consultation, and let’s start the journey toward resolving your probate matters with compassion and expertise.

Parker & Maloney
1050 Bishop St. Ste 268
Honolulu, HI 96813

Phone:
(808) 371-6771
(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Comprehensive Estate Planning Services in Miami and Fort Lauderdale, Florida

Comprehensive Estate Planning Services in Miami and Fort Lauderdale, Florida

Are you a resident of Miami or Fort Lauderdale, Florida, seeking expert guidance for your estate planning? Look no further. With Parker & Maloney, P.A., you can rest assured that your assets, estates, and loved ones are in safe, experienced hands.

Why Estate Planning is Essential

Estate planning is not just for the wealthy; it’s crucial for everyone, regardless of the size of your estate. It ensures that your assets are distributed according to your wishes, reducing potential disputes and misunderstandings among your heirs. Additionally, estate planning helps mitigate hefty estate taxes and enables you to establish guardianship for your minors.

Parker & Maloney, P.A. – Your Trusted Estate Planning Partners in Miami and Fort Lauderdale

Parker & Maloney, P.A. is a top-rated law firm specializing in estate planning services in Miami and Fort Lauderdale, Florida. We offer personalized, comprehensive services aimed at safeguarding your estate and ensuring a smooth transition for your loved ones in case of your absence.

Our services range from drafting wills and trusts, asset protection, probate and trust administration, to special needs planning and guardianship. Whatever your estate planning needs, we are ready to guide you through every step.

Why Choose Parker & Maloney, P.A.?

Choosing the right law firm to handle your estate planning is a decision that requires careful consideration. Here’s why you should trust Parker & Maloney, P.A. with your estate planning needs:

  • Experience: Our skilled attorneys have extensive experience in estate planning law. We’ve been serving the communities of Miami and Fort Lauderdale, Florida, for years, providing legal solutions tailored to individual needs.
  • Personalized Attention: We value our clients and work closely with them to understand their unique circumstances and goals. This personalized approach allows us to develop effective estate plans that meet their specific needs.
  • Comprehensive Service: Our law firm offers a full range of estate planning services, ensuring that all aspects of your estate are meticulously planned and legally sound.

Remember, it’s never too early to start planning for the future. Contact Parker & Maloney, P.A. today for comprehensive estate planning services in Miami and Fort Lauderdale, Florida. We’re here to provide you with peace of mind, knowing that your estate will be managed exactly how you desire.

Discover more about our expert legal services by visiting our website JonathanHParker.com or give us a call. We’re looking forward to helping you secure your family’s future.

Parker & Maloney, P.A.
333 Sunset Drive
Fort Lauderdale, FL 33301

Phone:
(954) 773-7000

(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Parker & Maloney, P.A.
3921 Alton Road #404
Miami Beach, FL 33140

Phone:
(305) 444-4900
(877) 727-5379

Mon 9:00AM – 5:00PM
Tue 9:00AM – 5:00PM
Wed 9:00AM – 5:00PM
Thu 9:00AM – 5:00PM
Fri 9:00AM – 5:00PM
Sat 9:00AM – 5:00PM
Sun 9:00AM – 5:00PM

Personal Representatives: who they are and what they do

Personal Representatives: who they are and what they do

Personal representative graphic attorney Jonathan H. Parker

Simply stated, personal representatives or legal personal representatives are the executors or administrators for the estate of a deceased person. Unless the decedent specifically named an individual in the Will, the probate court will appoint a personal representative. This might be a private entity, bank, or individual.

The personal representative may be the executor — the person named as such in the decedent’s Will. It could also be the successor to the executor or, if the decedent died without a Will naming an executor or administrator, the court could appoint one. In some states, including Florida, the term personal representative is used in place of administrator or executor during the probate process, and these terms are often used interchangeably by the court.

What a Personal Representative Does

A personal representative serves as fiduciary for the estate’s beneficiaries. This person or entity has the duty to act in good faith in the best interest of all involved. The law requires personal representatives to follow the terms of the deceased Will (assuming that individual had a valid Will). If the deceased died intestate, meaning without a Will, the personal representative serves as the administrator of the intestate estate.

Working with family members and/or beneficiaries, some of the tasks the personal representative may perform include arranging funeral services and notifying those entitled to part of the estate’s property. The personal representative must file all required forms, contacting financial institutions and government agencies including the IRS, and ultimately distributing estate property according to the Will.

Many people think being a personal representative allows you to choose who gets what.  Not so. It is important to note that the personal representative does NOT make random decisions him or herself unless specifically specified in the Will. The personal representative is bound by the terms of the Will, and this includes any and all distributions.

As a Personal Representative…

Most people think this means they just have to locate the Will and file it with the court, but that is not the only required tasks. As the deceased’s personal representative, you have a fiduciary responsibility to:

  • Identify and secure all the assets in the deceased’s estate. 
  • Identify all creditors and notify them that the estate has been opened.
  • Pay off any and all valid debts.
  • Dispute invalid claims.
  • File any outstanding tax returns and pay all taxes.
  • Pay all court fees and other associated fees incurred during the probate process.
  • Distribute or administer the assets.
  • Close the estate and the probate process.

All expenses come out of the estate before the remainder is distributed to the beneficiaries. And, given the significant amount of work involved, a personal representative often receives compensation from the estate as well.

We do this all the time!

Have you been assigned as a personal representative but are unfamiliar with how to do it, don’t have the time, or are concerned with the tasks involved? No problem. We represent estates in Florida, New Jersey, and Hawaii. Call now 877.727.5379 to schedule a free initial consultation with our experienced probate and estate planning attorneys by phone or Zoom.

Contesting a Will After Probate

Contesting a Will After Probate

Contesting a will after probate - information from attorney Jonathan H. Parker

Have you been left out of a will or aren’t getting what you deem is your fair share? If this has happened to you, you may have a legal option to contest the Will but be prepared to face an uphill battle.

What is contesting a Will?

Contesting a will is a type of estate litigation in which one or more interested parties challenge the validity of a Will or some provision found in it.

Under probate law, Wills can only be contested by spouses, children or people who are mentioned in the probated Will or a previous one. The process starts when one of these people notifies the court they believe there is a problem with the Will submitted during probate.

Grounds for contesting a Will

You need a valid reason to contest a Will, not just because you don’t like your share or for having been left out completely. Each state has its own laws and rules governing Will contests, but typically there are very few legal grounds for bringing one. These include: 

  • The deceased did not have the required mental capacity to understand what was going on when the current Will was signed.
  • The Will was signed under pressure and/or under undue influence.
  • The one submitted to the Court is a forgery.
  • The Will was not signed and/or properly witnessed, failed to meet state regulations, and is therefore not legal.

Considerations

Here are a few things to consider before going forward with contesting a Will:

  • To succeed, you must have one of the legal grounds to contest the Will, all of which are difficult to prove.
  • It makes financial sense, and that the potential gains will far outweigh the legal costs and will not unduly deplete the estate.
  • It makes emotional sense as the process is long, and often extremely stressful.
  • Are there alternatives that don’t involve legal action? Talk with us about how realistic your chances are of getting the Will invalidated, as well as other approaches available to you.

Still want to move forward?

Our job is to counsel our clients, help them navigate the entire process of creating and executing necessary legal documents before, during probate, and, if necessary, for contesting a Will. We represent clients in Florida, New Jersey, and Hawaii. Call now 877.727.5379 to schedule a free initial consultation with our experienced estate planning and probate attorneys by phone or Zoom.

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