Articles from Yergey & Yergey, P.A.
Practical guidance on Florida probate, estate planning, guardianship, and trust law — written by attorneys who practice it every day in Orange County and the surrounding circuits.
Estate Planning
Your Voice Matters: Mental Health, Estate Planning, and the Questions Worth Asking
October 10 is World Mental Health Day. A time to encourage honest conversations, challenge stigma, and consider how we can better support ourselves and the people around us. The theme for World Mental Health Day 2026 is “Lived experiences heard: real voices, real change.” It emphasizes that people…
Estate Planning
Your Trust Is Signed...but Is It Funded?
Signing a revocable living trust is an important estate-planning milestone, but it is not the final step. A trust generally cannot accomplish its intended purpose unless the appropriate assets are connected to it. That process is known as “funding” the trust. Think of your trust as a carefully…
Estate Planning
The New-Baby Estate Planning Checklist Every Parent Should Know
Welcoming a new baby changes nearly every part of family life. It should also change your estate plan. Estate planning is not only about deciding who receives your property. For new parents, it is also about choosing who would care for their child, deciding how an inheritance should be managed…
Estate Planning
What Do You Hope Your Grandchildren Remember?
When people hear the word “legacy,” they often think about property, savings, or an inheritance. Ask a grandchild, however, and the answer may be very different. They may remember Sunday dinners, a favorite expression, a handwritten recipe, family traditions, or the story of how their grandparents…
Estate Planning
When a Loved One Moves to Assisted Living: Conversations Worth Having
Moving into assisted living involves more than choosing a room and packing belongings. It is a major life transition that may bring relief, uncertainty, excitement, and sadness—sometimes all at once. Families often focus first on the practical details. Those details matter, but the transition can…
Estate Planning
Your Emergency Kit Is Ready—But Are Your Important Documents?
When preparing for a hurricane or another emergency, most people think about bottled water, batteries, flashlights, medications, and food. Those supplies are important—but an emergency can also create an immediate need for identification, insurance information, contact numbers, and other documents…
Estate Planning
A Labor Day Weekend Thought: Protecting What You’ve Worked For
Labor Day weekend is often a time to slow down, enjoy an extra day with family and friends, and recognize the hard work that goes into building a life. Over the years, that hard work may result in a home, savings, retirement accounts, a business, personal belongings, and—most importantly—a family…
Trust Administration
The Successor Trustee's First 90 Days in Florida
Nobody hands a new trustee an instruction sheet. Florida law starts a sixty-day clock the moment you accept the trust, and most of the mistakes that end in litigation are made in the first three months — usually by someone acting in perfect good faith.
Estate Planning
A Living Will Is About Choice: Understanding Life-Prolonging Treatment and Natural Death in Florida
A Florida living will allows you to express whether life-prolonging procedures should be provided, withheld, or withdrawn under specific medical circumstances while preserving comfort care and pain relief. Few health care decisions are more personal than deciding what should happen if a serious…