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Monthly Archives: January 2024

Mistakes3

Three Common Reasons Trusts Fail

By Bundza & Rodriguez, P.A. |

As you are creating an estate plan, you may choose to also create a trust. Trusts are legal documents into which you can place property you want distributed to beneficiaries in the event that you pass away. A trust is an important estate planning tool that will help your loved ones avoid the probate… Read More »

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Why Is It Important To Draft A Letter Of Instruction?

By Bundza & Rodriguez, P.A. |

There are many important estate planning documents, such as a will or trust, that allow you to plan for your future, as well as the future of your loved ones. After you pass away, your family will have to make difficult decisions and estate planning documents can provide guidance during a very difficult time… Read More »

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Common Myths About Estate Planning Busted

By Bundza & Rodriguez, P.A. |

Estate planning is an important part of protecting the future for you and your family. Unfortunately, estate planning can become complex and there are many myths about the process, what it entails, and who it is for. Below, our Volusia County estate planning lawyer busts some of the biggest misconceptions we have heard. Small… Read More »

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Things To Know About Objections To Probate

By Bundza & Rodriguez, P.A. |

While you are trying to move on after losing someone you love, the last thing you want to deal with is the probate court. State law requires that after a person passes away, their estate must go through the probate process. The probate process is necessary to ensure that the assets of a deceased… Read More »

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When Is It Time To Update Your Will?

By Bundza & Rodriguez, P.A. |

Drafting a will is a very responsible and important step that every adult should take. However, simply creating a will is not enough. Many people think that once a will has been created, the work is over and they do not have to think about it again. This is a mistake. Wills need regular… Read More »

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Don'tKnow

Wills Vs. Trusts: What Is The Difference?

By Bundza & Rodriguez, P.A. |

Before a person sits down to write their estate plan, they have usually heard the terms ‘will’ and ‘trust’ before. Still, not everyone knows the differences between these two terms. Wills and trusts are both important legal documents and while they do share some similarities, there are also some differences between the two. Below,… Read More »

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How To Find Your Loved One’s Will

By Bundza & Rodriguez, P.A. |

Preparing for the death of a loved one is not always easy. In some cases, it is not even possible. Sometimes, a person passes away suddenly and unexpectedly. Even when a person suffers from a long sickness and the death is not as much of a shock, family members still do not know what… Read More »

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Is There An Estate Tax In Florida?

By Bundza & Rodriguez, P.A. |

No one likes to think about taxes but of all the different types, estate taxes are often overlooked. Estate taxes can be substantial and they are a financial burden for families that are already grieving. There are 12 states in the country, as well as the federal government, that place an estate tax on… Read More »

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