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Category Archives: Estate Planning

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Avoid These Four Common Mistakes When Estate Planning

By Bundza & Rodriguez, P.A. |

Drafting a will and creating an estate plan is one of the most responsible things anyone can do. Taking these steps can make sure your loved ones are taken care of after you pass away and reduce the stress on your loved ones during their time of grief. However, rushing to get these documents… Read More »

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Avoid These Mistakes When Planning For Your Pet

By Bundza & Rodriguez, P.A. |

People in Daytona Beach, and throughout the country, really love their pets. Approximately 60 million Americans are pet owners, according to the U.S. Census Bureau. The pet industry is a billion dollar industry because people are willing to spend a significant amount of money on their furry and feathered friends. Pets are not just… Read More »

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How To Include Stepchildren In Your Estate Plan

By Bundza & Rodriguez, P.A. |

One of the most important tools anyone can have is an estate plan. If you have stepchildren, you must pay special attention to yours to make sure they receive any inheritance you want to leave them. Stepchildren are not always legally adopted by their stepparent. When this is the case, stepchildren have no legal… Read More »

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Gifting An Early Inheritance To Your Loved Ones

By Bundza & Rodriguez, P.A. |

Estate planning is one of the most important things anyone can do. After you have created a plan, you will know that when you are gone, your loved ones will still be taken care of. You will also have the reassurance that your last wishes will be known and fulfilled. However, what if you… 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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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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Frequently Asked Questions After Losing A Parent

By Bundza & Rodriguez, P.A. |

Losing a parent is one of the hardest things to experience in life. Even when children become adults and have families of their own, they still often strongly rely on their parents for guidance and support. The time after a parent’s death is very confusing and you will likely have many questions. Below, our… Read More »

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3 Common Signs Of Estate Mismanagement

By Bundza & Rodriguez, P.A. |

Under state law in Florida, all estates must be managed by a personal representative, also known as an executor or administrator of an estate. The personal representative holds a fiduciary position and as such, they have many responsibilities. Personal representatives have a legal duty to act in the best interests in the best interests… Read More »

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Transfer On Death And Payable On Death: What Is The Difference?

By Bundza & Rodriguez, P.A. |

Estate planning is important for many reasons. One of the most consequential of these is often so people can help their loved ones avoid the probate process. Probate is a process supervised by the court and it can be long and arduous. The fact that probate takes so long may mean that your loved… Read More »

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