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Estate & Personal Planning

The Property Deed as an Estate Plan: Examining the Varying Distributions of Each of the Co-Ownership Forms in Florida Real Property

August 4th, 2017

Posted in Estate & Personal Planning,General Practice,Real Estate Law

As the saying goes, “anyone who believes in free will has never heard of probate.”  Attorneys are frequently contacted by clients who need help navigating estates after the loss of a family member or friend.  Probate is often inevitable if there is property to be divided.
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Six Reasons to Create a Revocable Trust

July 6th, 2017

Posted in Estate & Personal Planning

What is the difference between a revocable trust and a will?  Should I create a revocable trust? These are among the most frequently asked estate planning questions at our office. Here are some advantages of a revocable trust: 
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National Healthcare Decisions Day

April 13th, 2017

Posted in Estate & Personal Planning

This year, National Healthcare Decisions Day is not just a day but an event lasting from April 16 to 22.  This event is a national initiative to provide awareness and inspire adults to do or review their healthcare planning.
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New Funding to Protect Florida’s Elderly Population

March 17th, 2017

Posted in Asset Protection,Estate & Personal Planning

Many of Florida’s senior citizens and families have reason to celebrate the 2017-2018 Annual Budget, which recommends $315.5 million for the Florida Department of Elder Affairs.
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Make a Resolution to Create or Review your Estate Plan

January 24th, 2017

Posted in Estate & Personal Planning

Often, people explain that they do not have enough assets to need an estate plan.  However, regardless of the value of assets you have, reviewing your personal financial plan from a legal and estate plan perspective is highly recommended.  In fact, even those who have substantial debt may be able to pass assets on to beneficiaries.  Everyone can benefit from creating and reviewing an estate plan including the elderly, married couples, parents with minor children and singles.
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Digital Assets and Electronic Communications

October 28th, 2016

Posted in Estate & Personal Planning

Recently, the Florida legislature has addressed the issue of fiduciaries’ ability to access digital data, which can include things such as emails and social media postings.  On July 1, 2016, the Florida Fiduciary Access to Digital Assets Act went into effect and it applies to estate planning documents regardless of when they were signed.  This act is found in Chapter 740 of the Florida Statutes. Individuals, estates, trusts, and businesses can direct who may have access to their digital assets and electronic communications and to what extent those communications may be available to a fiduciary.  Those persons can express their wishes in a Durable Power of Attorney, Trust or Will.
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Planning Options for Parents of Minor Children

August 19th, 2016

Posted in Estate & Personal Planning

Our personal planning services are for everyone!  Many people believe that only the elderly or those with bad health prognoses need to visit an attorney to do their estate planning and execute a will or trust.  Others may believe that they have no need for any planning as they may believe assets may automatically go to their children.  We recommend that you visit a Florida attorney to analyze your situation and ensure that your wishes in regards to your assets shall become reality. Life has many uncertainties and it is best to have peace of mind no matter your age. 
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Tax Rules for Surviving Spouses on Primary Residences

July 25th, 2016

Posted in Asset Protection,Estate & Personal Planning,Real Estate Law

Understanding the tax rules as a widow or surviving spouse can help you project the real tax cost of selling your primary residence. Below are just a few general things to consider in making the tax analysis.
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