When Paradise Becomes a Probate Battle

Day Pitney Miami Partners Mark Romance and Melissa Rodriguez co-authored an article for WealthManagement.com on the risks families face when out-of-state estate planning documents fail to meet Florida’s legal requirements. In the piece, they explain that wills valid elsewhere can be deemed invalid in Florida, often resulting in costly disputes and family discord. The authors explore common sources of conflict, including questions of capacity, undue influence, blended family dynamics, and homestead property complications. They emphasize that reviewing and updating estate plans after relocating to Florida is essential to ensuring compliance with state law, noting that proactive planning helps preserve family harmony and protect wealth.

Read the full article here.