September, 2017

Estate Planning: When is it a Good Time to Start?

September 29th, 2017

Posted in Estate & Personal Planning

There are a lot of misconceptions about estate planning.  One of the major ones is that it is not necessary or important to do until later in life.  I can understand that mindset, because I previously had similar thoughts.  However, after practicing in the estate planning field, I can tell you from experience that waiting on creating an estate plan is not a prudent course of action and can result in a lot of agony, frustration, and economic loss for your loved ones. In this post, we explore how estate planning can be useful over the various stages and circumstances of life.
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Post-Hurricane Irma Cleanup and Safety Tips for Community Associations

September 15th, 2017

Posted in Condominium & Homeowner Association Law,General Practice,Real Estate Law

As communities in Northeast Florida work toward recovering from Hurricane Irma, we would like to share a few important reminders for condominium, cooperative and homeowner associations. While the task of repairing and cleanup is extensive, communities should be on the lookout for the following “scams”:

  • Beware of government “officials” coming to your community offering to perform inspections. Require documentation and contact information from any such individual.
  • Many out of state “contractors” appear offering to do a free inspection of a roof or common areas and common elements. Ask for their licensing and contact information before entering into any contract for work.
  • Do not execute an Assignment of Benefits (“AOB”) without first contacting your insurance agent and attorney.
  • Beware of any contractor requiring a large down payment for “supplies”.

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Florida Property Taxes – You Must Act Soon If You Wish to Contest Your County’s Proposed Assessments

September 7th, 2017

Posted in IRS & Tax Information,Real Estate Law

Your local Florida property appraiser mails out the Notice of Proposed Property Taxes (Truth in Millage or “TRIM” form) in August of each year.  Property owners or taxpayers who wish to contest or appeal their property value to the Value Adjustment Board must file a petition (one of the DR-86 forms) with the clerk of court within 25 days of the Notice of Proposed Property Taxes.
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