Category: Estate Planning

Most Florida residents don't realize that without a trust, their estate will go through probate-a costly and public process that can take months or even years. Florida trust planning gives you control over how your assets transfer to your loved ones while avoiding these delays and expenses. At Rubino Findley, PLLC, we help families in Boca Raton build trust frameworks that protect their wealth and simplify what comes next. The right trust structure can save your family thousands in fees and keep your financial details private. Why Trust Planning Actually Saves Money Probate in Florida costs between 3% and 7% of your estate's value, according to typical probate administration fees. For a $500,000 estate, your family could spend $15,000 to $35,000 just moving assets through the court system. A trust…

Trust administration in Boca Raton requires more than generic knowledge of estate law. Florida's probate rules and Palm Beach County procedures create unique challenges that demand local insight. At Rubino Findley, PLLC, we've guided families through the complexities of managing trusts in our community. This guide walks you through what trust administration actually involves and why having someone familiar with local courts and financial institutions makes a real difference. What Trust Administration Actually Requires Trust administration in Boca Raton starts the moment the settlor passes away, and the timeline matters more than most trustees realize. Within the first 30 days, you must locate the trust documents, obtain multiple death certificates, and secure all trust assets to prevent loss or theft. Days 31 through 60 bring a hard deadline: Florida Statute…

Your pet is family. When something happens to you, who cares for them? Most pet owners in Florida haven't answered this question legally, leaving their animals vulnerable. Florida pet trusts solve this problem by letting you plan ahead. At Rubino Findley, PLLC, we help families protect their pets through proper legal arrangements that guarantee care and funding when they're needed most. What Is a Pet Trust A pet trust is a legal document that sets aside money and designates a caregiver to look after your pet if you die or become unable to care for them. Under Florida Statutes §736.0408, you can create a trust specifically for your pet's lifetime care, naming a trustee to manage the funds and a caregiver to provide daily attention. The trustee handles the money-paying…

When a loved one passes away in Florida, their estate often goes through probate-a legal process that can become complicated quickly. Disputes over wills, asset distribution, and executor decisions happen more often than many families realize. We at Rubino Findley, PLLC help Palm Beach County families navigate probate litigation basics and understand their rights when conflicts arise. This guide breaks down what you need to know about probate disputes in Boca Raton and how the court system works. Understanding Probate Litigation in Boca Raton Probate litigation occurs when disputes arise during the administration of a deceased person's estate in Florida courts. Unlike straightforward probate where assets transfer smoothly to heirs, litigation happens when someone challenges the will's validity, questions the personal representative's decisions, or claims they were wrongfully excluded from…

Without a guardian named in your will, Florida courts decide who raises your children. This uncertainty can create conflict and delay when your family needs stability most. Guardianship planning in Florida protects your children by letting you choose their guardian, manage finances, and create clear legal instructions. At Rubino Findley, PLLC, we help families in Boca Raton build plans that reflect their values and priorities. What Guardianship Planning Actually Means Guardianship planning in Florida is the process of legally designating who will care for your minor children and manage their finances if you cannot. It goes far beyond simply naming someone in your will. Florida courts recognize guardianship as a protective arrangement for incapacitated persons, whether minors or adults, with the goal of interfering as little as possible with their…

Probate in Florida doesn't always require court supervision at every step. Florida independent administration offers a streamlined path for settling estates when certain conditions are met. At Rubino Findley, PLLC, we help families navigate this process and understand whether it's the right choice for their situation. This guide walks you through what independent administration is, how it works, and the real benefits it delivers. What Independent Administration Actually Means Independent administration under Florida Statutes Section 733.601 grants the personal representative authority to settle and distribute an estate without needing court approval for routine decisions. The personal representative can sell assets, pay debts, and distribute property to beneficiaries without filing petitions or waiting for court orders, as long as the will authorizes it or all beneficiaries and creditors consent in writing.…

Probate in Florida can take anywhere from six months to several years, depending on the complexity of your estate. Understanding the probate timeline Florida 2026 helps you plan ahead and avoid unnecessary delays. At Rubino Findley, PLLC, we've guided countless families through this process. This guide breaks down what to expect and shows you how to protect your assets before probate becomes necessary. How Long Does Probate Actually Take in Florida Summary Administration vs. Formal Administration The timeline for probate in Florida splits into two distinct tracks, and the difference between them matters far more than most people realize. Summary administration finishes in four to eight weeks for estates with probate assets under $75,000 or when the decedent died more than two years ago, according to the Florida Bar. Formal…

Navigating probate after losing a loved one is overwhelming. Florida probate court procedures involve multiple steps, strict deadlines, and complex legal requirements that catch many families off guard. At Rubino Findley, PLLC, we've guided countless families through this process in Palm Beach County. This guide walks you through each stage so you know exactly what to expect. Florida Probate Court Procedures in Boca Raton: What Happens at Each Stage Selecting the Right Probate Path for Your Estate Florida offers two distinct probate routes, and selecting the correct one saves time and money. Summary administration works when non-exempt assets total $150,000 or less, or when the decedent died more than two years ago regardless of estate size. This streamlined process typically wraps up in two to three months. Formal administration handles…

Most Florida families put off estate planning because they think it's only for the wealthy or complicated. The truth is that without a plan, your family faces probate delays, unexpected costs, and decisions made by the court instead of you. We at Rubino Findley, PLLC help families in Palm Beach County create clear, legally sound plans that protect what matters most. A Florida estate planning attorney can guide you through wills, trusts, and other documents that keep your wishes front and center. Why Estate Planning Matters in Florida Florida probate costs families between $2,000 and $6,000 on average, even when there are no disputes. Without a plan in place, your family enters a court-supervised process that delays access to your assets, exposes your finances to creditors, and removes privacy from…

Losing a loved one is difficult enough without navigating complex legal procedures. When someone passes away in Florida, their estate typically enters the probate process-a court-supervised system that can feel overwhelming for executors handling it for the first time. We at Rubino Findley, PLLC have guided countless families through this journey in Boca Raton and throughout Palm Beach County. This guide breaks down each step so you understand what to expect and how to fulfill your responsibilities as an executor. Understanding Florida Probate and When It's Required Probate in Florida is a court-supervised process that validates a will, identifies assets, pays debts and taxes, and distributes remaining property to beneficiaries. The Florida Probate Code governs this process through Chapters 732 and 733 of the Florida Statutes. Not every asset owned…