Operations Department

Unlock the secrets to more efficient estate planning and fortify your family’s legacy with our latest episode of Life, Legacy, and Wealth. Once again facilitated by producer, Danny Ozment, Tom will help you navigate the often-confusing world of probate in Florida, especially when dealing with unique scenarios like out-of-state heirs or vacation properties. We dissect the complexity of contested wills and highlight why securing prompt legal representation is crucial in adversarial probate cases.  Skip the headaches of probate with strategic insights into asset management. We share effective methods to ensure a seamless transfer of assets upon death, including the use of trusts, beneficiary designations, and joint ownership with survivorship rights. Whether you’re planning for a child with special needs or managing complex family dynamics, personalized estate planning is key. Our discussions also cover practical tips for adult children assisting aging parents, emphasizing the importance of maintaining an updated asset inventory…

Unlock the secrets of mastering Florida’s probate process and breeze through estate management with confidence. We demystify the probate process in Orlando, providing essential guidance for personal representatives to safeguard the deceased’s home and locate vital estate planning documents. Our episode clears up common misconceptions—such as the mistaken belief that a will negates the need for probate or that creditors can be ignored—ensuring you’re fully prepared to face the realities of estate management. The detailed discussion takes you through the labyrinth of Florida’s probate system, a court-supervised procedure designed to manage and distribute a deceased person’s estate. We break down the roles and responsibilities of personal representatives and probate attorneys, from inventorying assets and notifying creditors to the critical task of asset distribution. Learn about the timelines and distinctions between formal and summary administration, and gain insights into navigating potential complications, such as dealing with multiple creditors and understanding Florida’s…

In this inaugural episode of Life, Legacy, and Wealth, hosts Cary Moss and Tom Moss of Sawyer & Sawyer invite listeners to the table for an intimate and informative conversation about the roots of their law firm, their personal journeys into law, and how they’ve built a practice centered on compassion and legacy. Cary shares how her parents founded the firm and inspired her path into law, while Tom recounts his transition from a blue-collar upbringing to becoming an attorney after a chance meeting with another student that led to taking the LSAT. Together, they reflect on how combining their strengths—Cary’s social worker mindset and Tom’s business and estate planning perspective—has shaped the firm into a family-oriented practice. Listeners will gain insight into how Sawyer & Sawyer supports clients through every stage of life, from estate planning and guardianship to Medicaid and veterans’ benefits. Cary and Tom explain their detailed…

Welcome to **Life, Legacy & Wealth**, the podcast that demystifies elder law and empowers you to secure your family’s future. Whether you’re planning your estate, navigating the complexities of Medicaid, or managing the affairs of a loved one who passed away without a will, we’re here to guide you every step of the way. In each episode, we tackle the questions our clients ask most, like: “How much should I pay for estate planning documents?” “What happens if my loved one died without a will?” and “What can I do if I make too much for Medicaid but can’t afford a nursing home?” We’ll also share stories of heartbreak, triumph, and solutions that could save families from losing their life savings to long-term care expenses. Whether you’re facing probate, trust administration, guardianship issues, or simply want to plan for the unexpected, this podcast is your trusted resource. Let’s protect your…