Informed, compassionate and discreet elder law and estate solutions
The Charles Law Offices
Largo Office Wells Fargo Building
801 West Bay Drive, Suite 518
Largo, FL 33770
Phone: 727-683-1483
Toll Free: 866-499-3322
Clearwater Office Hodusa Towers
28870 U.S. Highway 19 North,
Suite 300
Clearwater, FL 33761
St. Petersburg Office Crossroads Office Center
1700 66th St. N.,
Suite 209
St. Petersburg, FL 33710

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Recent Blog Posts

A Checklist to Help You Make a Living Trust

Are you interested in setting up a living trust? Below is a quick step-by-step guide to help ensure you don’t forget anything important: Decide on a shared or individual trust: If you’re married and own most of your property with your spouse, it might make more sense for you to go with a shared trust…. Read More »

An Overview of Summary and Formal Administration in Florida

In Florida, there are two different methods of probate administration: summary administration and formal administration. Below are brief overviews of both: Summary administration Summary administration is a probate shortcut that’s an option if the death occurred at least two years ago or if the value of the probate estate — including all property that would… Read More »

Florida Electronic Wills Act Could Affect Your Future Estate Planning

Earlier this year, the Florida legislature passed House Bill 277, titled the “Florida Electronic Wills Act.” This law would allow for electronic execution of wills, including circumstances in which the person who signs the will (the testator) is in one location and the witnesses and notary are in others. Governor Rick Scott vetoed the bill… Read More »

What are the Responsibilities of an Estate Administrator?

As you prepare your will and other estate planning documents, you will need to name an estate administrator to carry out your stated wishes after your passing. This person should be organized, trustworthy and fully capable of handling this important responsibility. Furthermore, it’s important to fully understand these responsibilities to ensure you make the right… Read More »

Tips for Your Estate Plan if You and Your Partner Are Unmarried

If you are living with your partner, but the two of you are not legally married, it becomes important that you plan for your estate thoroughly. This is especially true if you consider yourselves life partners and you wish to pass on your assets and property to your partner upon your death. Otherwise, if you… Read More »

What is a Self-Proving Affidavit?

A self-proving affidavit is a sworn statement, signed by you and your witnesses, that you may add to your will. It serves as a testament to the will’s validity, protecting it from potential challenges in the future. It is not necessary to include this type of affidavit in a will, as the document is still… Read More »

Protecting Your Estate Planning Documents from Potential Disasters

As part of your preparations for any type of Florida disaster, including floods, fires, hurricanes or tropical storms, it is important to have a plan for your most important documents. This includes all documents related to your estate plan. In general, your goal with disaster-proofing your estate planning documents should be to have copies of… Read More »

Tips for Talking to Your Adult Children About Your Estate Plan

In some situations, it might be difficult to know whether you should share the contents of your estate plan with your adult children. There is no standard answer to this common question, as it largely depends on the relationships you have with your children and how your kids interact with each other. However, there are… Read More »

Are ‘Deathbed Wills’ Considered Valid in Florida?

Sometimes, people who find themselves facing imminent death could decide to draft a last will and testament or make amendments to an existing will. But is a so-called “deathbed will” valid? The standards for wills made on a person’s deathbed are generally the same as any other will. For a will made in this situation… Read More »

Determining Your Testamentary Capacity to Sign a Will

For a last will and testament to be valid, you must have had the mental competence necessary to reasonably understand the contents of the document and the effects of creating it. This competence is referred to in legal terms as your “testamentary capacity.” There are several elements to testamentary capacity, including: You can clearly understand… Read More »

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