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A Penny Wise and A Pound Foolish

| Apr 7, 2014 | Estate Planning

Last week, a Florida Supreme Court decision was released highlighting the importance of relying on professional counsel rather than a do-it-yourself Will.  In the Florida case, after countless attorneys’ fees were incurred and a journey up the court system to Florida’s highest court, the deceased’s estate ended up in the hands of persons not actually named in the decedent’s Will.  As a result of using an “E-Z Legal Form” the Florida Supreme Court ruled that the decedent’s do-it-yourself Will lacked the required provisions to properly dispose of the decedent’s estate, as she intended.

For a more detailed discussion of the case and its importance as a cautionary tale, please go to the following ABA Journal article.

If you have any questions about estate planning, we would encourage you to call or schedule an appointment to visit with us.