In this episode of The Probate Pod with Jason Siegel, I break down the five most important estate planning documents every family should have in place. Whether you’re just starting your plan or updating an old one, these documents can make all the difference in protecting your loved ones and avoiding costly mistakes. You’ll learn about: ✅ The Will – why it’s your basic roadmap ✅ Trusts – and how they keep you out of probate ✅ Durable Power of Attorney – for financial decisio...
If you have young children, your estate plan isn’t just about money—it’s about guardianship, stability, and peace of mind. In this episode, we break down what every parent needs to know: how to name a guardian, when to create a trust, and how to make sure your kids are protected no matter what. Don’t leave your family's future to chance—plan now while you can. #EstatePlanning #YoungFamilies #Guardianship #ParentingTips #TrustsAndWills #FinancialPlanning #ProtectYourKids #FamilyFirst #Legal...
Your Facebook, Apple ID, Instagram, and even your Android phone contain valuable personal memories and information. But what happens to it all when you're gone? In this video, estate planning attorney Jason Siegel breaks down how to secure your digital legacy — from naming a legacy contact on Facebook and Apple, to making sure your loved ones can access your digital assets. Learn how to take control of your online presence today to protect your family tomorrow. 👉 This is a must-watch for an...
Think your estate plan is done just because you signed your trust? Think again. In this episode of The Probate Pod, Jason Siegel, Esq. explains one of the most overlooked steps in estate planning—funding your trust. Learn how to properly title your assets, what happens if you skip this step, and why even the best-drafted trust won't help your family if it's left empty. 📚 Based on the insights from Jason's new book The Gift of a Good Plan. ⚠️ IMPORTANT NOTE: This video provides general inform...
In this episode of The Probate Pod with Jason Siegel, we’re joined by Michelle Franklin, the Property Appraiser for St. Lucie County, Florida, to discuss an issue that affects countless homeowners: what to do after transferring your home into a revocable trust—and how it can impact your homestead exemption. We cover: ✅ Why a trust can help your family avoid probate ✅ How to preserve your homestead exemption after transferring your home ✅ What documents the Property Appraiser...
In this episode, Jason walks you through the essential first steps to take when a loved one passes away in Florida. From ordering death certificates (yes, you'll need multiple copies!) to figuring out whether probate is necessary, this episode offers practical advice for families navigating one of life’s hardest moments. Whether you're dealing with a recent loss or just planning ahead, this episode is a must-listen for understanding how to protect your loved one’s legacy. 📝 Key topics: How ma...
In this episode, Jason Siegel, Esq. of The Siegel Law Firm, PA discusses the important of having a Last Will and Testament.
In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A. discusses some great ways to avoid probate in Florida.
In this episode, Jason Siegel, Esq. discusses whether you need to update your estate planning documents after moving to the State of Florida.
In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A. discusses the typical time frame associated with the two most common probates in Florida - Summary and Formal Administration.
In this episode, Jason Siegel of The Siegel Law Firm, PA discusses options of how to avoid probate of your primary residence in Florida.
What happens if you die without a Last Will and Testament? Do your assets go to the State or the federal government? Who gets to decide where your assets ultimately go? In this episode, Jason Siegel, Esq., of The Siegel Law Firm, P.A., answers these questions with examples of some celebrities who passed away without a Will --- James Dean and Bob Marley.