Jorge Santana is clearly an outstanding person and one of the finest and most dedicated attorney's I have ever met. His personal commitment to you as a client as well as his tenacious advocacy is unparalleled and yields outstanding results. If you want a great attorney with a proven track record who genuinely cares about you, then I highly recommend Jorge Santana. He delivers outstanding service ...

Recent Posts in Estate Planning Category

What Is the Right Age to Consider Estate Planning Documents

Last month, my partners and I were fortunate enough to be featured on B103.9's Morning Show, aka “Big Momma and the Wild Bunch.” It was definitely a memorable and exciting experience. ...
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Florida Electronic Wills Act Vetoed

Florida lawmakers recently vetoed the Florida Electronic Wills Act, which would have legalized electronic wills throughout the state. Had it been passed, the bill would have allowed for the electronic ...
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Simple vs. Complex Wills: Which Should You Choose?

While most people understand that a will is something they should have, their understanding of the functions that it serves is usually limited. What should your will say? And more importantly, will a ...
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Considering Special Needs Dependents When Creating an Estate Plan

It can be a considerable challenge for people with chronic illnesses and mental disabilities to take care of themselves. Many require a caretaker to watch over them or a family member to provide for ...
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What Happens if Someone Passes Away Without a Will?

In the event that someone passes away without a will in Florida, state intestate succession laws will dictate how assets are distributed. While the state does implement guidelines, without a will in ...
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Understanding Trusts in Fort Myers

Unlike a will, a trust is used to create a legal entity that can hold assets for your benefit or the benefit of another while you are alive. Trusts can also contain provisions stating how these assets ...
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What is Digital Probate?

For the longest time, assets and their records used to all be physical, collected in stacks of mail, file cabinets full of paperwork, and other organizational methods. In the modern age, though, ...
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How Can a Will Become Contested?

Sometimes even the most-carefully drafted wills are going to go through probate. The question that arises is how long will it remain there? If everything goes to plan and the estate in question is ...
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Attorney Ricciardi, Jr. Joins the AARP Lawyer Referral Network

The American Association of Retired Persons (AARP) has always been dedicated to providing unique opportunities and savings to people age 50 and over. As litigation and law are usually on the top of ...
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Myths and Misconceptions About Probate

Probate and wills – to many people, these each sound like completely foreign concepts. If you are one of the many Americans who don’t have a solid grasp on all the relevant legalese, know ...
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What Is An AB or Credit By-Pass Trust?

One common trust which is used in estate planning is known as the Credit By-Pass Trust, Credit Shelter Trust, or AB Trust. In Florida, this tool is commonly used in an attempt to reduce the size of a ...
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What Are the Benefits of Creating a Will?

The most common tool utilized in estate planning is a will. In Florida, an individual who makes a will gives written direction regarding how they want their assets to be dispersed. They also appoint a ...
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What is a Living Trust?

A trust can be an extremely helpful tool in estate planning and is rapidly becoming the preferred method of estate planning for not only high net worth individuals but individuals with more modest ...
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What is a Durable Power of Attorney?

A power of attorney is a legal document that gives one person ("agent" or "attorney-in-fact") the power to act on behalf of another person (the "principal"). The power of ...
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What are Some Easy Ways to Avoid Probate?

I know you've heard this before, but probate is both a lengthy and costly process. However, there are certain easy planning techniques you can use to provide your loved ones with support during ...
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Can I Utilize a Trust to Reduce Estate Taxes on My Home?

One type of trust which is common in estate planning is the Qualified Personal Residency Trust. Under this trust agreement, a couple can make a gift of their home to their children by placing it ...
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How Much Does Probate Cost?

Probate can be a lengthy and time consuming process. It can also be a costly one. Attorneys representing personal representatives are entitled to "reasonable compensation" for their ...
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