Last Will & Testament

If you do not have a Will, Florida Law determines who receives your assets.


A will is a written document that controls the disposition of those assets that are in your name only.  It does not control assets you own jointly with another person, such as joint bank accounts, real estate, brokerage accounts, etc.  Nor does it control assets that have named beneficiaries under the agreement which established the asset, such as an Individual Retirement Account, or an account that transfers on the death of the owner to a named beneficiary.  Different laws govern those assets.

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