Boyes, Farina & Matwiczyk

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Daily Archives:Thursday, December 1, 2011

Guardianship And Estate Planning: Who Is In Charge?

December 1, 2011

A recent court decision in another state underscores why it is important for Florida residents to engage in careful estate planning, including the necessity of periodically checking to ensure that existing plans still meet the needs of the parties involved.

In the case, an estate named an executor and alternative executor, along with a two irrevocable trusts. When all was said and done, an appeals court decided a lower court had gotten involved where it was not necessary, and simply directed the judge to follow what the deceased person had originally planned….