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Monthly Archives: November 2025

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An End-Of-Year Estate Planning Checklist

By Bundza & Rodriguez, P.A. |

Kids just went back to school not that long ago but soon enough everyone will be giving thanks and getting ready for the end-of-year holidays. While this is certainly a celebratory time of year, it is also time to start thinking about reviewing and updating your estate plan. Whether you need to finalize documents… Read More »

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Important Things To Know About Trust Administration

By Bundza & Rodriguez, P.A. |

If you have been named as trustee of someone else’s trust, you may know that your main task is to follow the wishes of the deceased. However, trustees have many important responsibilities. You will have to communicate with beneficiaries, manage the property of the deceased, and comply with many legal requirements. It is also… Read More »

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What Invalidates A Will In Florida?

By Bundza & Rodriguez, P.A. |

A will in Florida is one of the best ways to outline how you want your property distributed after you pass away, name a guardian for your children, and appoint someone as your personal representative. However, Florida law places strict requirements on these legal documents and if there are many factors that can invalidate… Read More »

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Four Questions To Ask Yourself Before Planning Your Estate

By Bundza & Rodriguez, P.A. |

When you start planning your estate, you will likely have many questions. It is important to write these down so that when you meet with a Daytona Beach estate planning lawyer, you can get the answers you need. Before even meeting with an attorney, though, it is important that you ask yourself some questions…. Read More »

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Four Ways To Avoid Probate In Florida

By Bundza & Rodriguez, P.A. |

People enter into estate planning with a number of goals and one of them is often to help their loved ones avoid probate after they pass away. Probate is a very lengthy and expensive process and so, it is not surprising that people want to save their family members the time and effort. Below,… Read More »

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What Should You Bring When Meeting With An Estate Planning Lawyer?

By Bundza & Rodriguez, P.A. |

Planning your estate is one of the most loving things you can do for your family. It can also provide great protection during your lifetime if you ever become incapacitated. When planning your estate, though, it is always recommended that you speak to a Daytona Beach estate planning lawyer. An attorney will advise you… Read More »

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What Are The Benefits And Drawbacks Of Establishing A Trust?

By Bundza & Rodriguez, P.A. |

Trusts are legal documents that allow individuals, known as grantors, to transfer property into a trust. During their lifetime, grantors can control and use the property in the trust. They name a successor trustee to manage the trust after they pass away. Many people choose to include a trust in their estate plan because… Read More »

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Estate Planning Tips For Single Individuals

By Bundza & Rodriguez, P.A. |

People often start planning their estate in order to ensure that their spouses and children are supported and cared for after they pass away. However, it is just as important for single individuals to draft an estate plan to ensure that their rights are protected and their final wishes are respected. Below, our Daytona… Read More »

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