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What Happens to Your Estate If You Don’t Write a Will?
Many people understandably don’t think about the benefits of establishing a will while they are young, as they plan to live to old age. However, life does not always cooperate, and passing away without a will can create a troublesome situation for family members who do not have the legal authority to choose how to […]
What Are the Tax Advantages of a Charitable Trust?
Many people who have enjoyed some financial success in their lives want the opportunity to give back to charities and organizations. For those who wish to donate generous amounts to charity, it may be worth creating a charitable trust. A charitable trust essentially requires that you give up legal control of your property, which is […]
Getting Financial Affairs in Order for Your Estate Plan
If you’re worried about financial matters related to your estate planning efforts, the following are some steps you can take to make sure that your financial affairs are in order: Name a financial power of attorney. This person can give you the authority to handle your finances should you become somehow incapacitated and unable to […]
Is a Living Trust a Good Decision For Me?
One of the most common questions we receive is whether or not a person should choose to use a living trust in his or her estate plan. To determine if a living trust is right for you, consider the following factors: Your age. For most people under the age of 60 who are in decent […]
Estate Tax Rules in Florida for Same-Sex Couples
After the U.S. Supreme Court struck down the Defense of Marriage Act (known as DOMA) in 2013, there were a lot of repercussions on other areas of law as well. One of those was estate taxes. With same-sex couples now getting married at much higher rates than before, the issues suddenly began to shift toward […]
How Robin Williams’s Estate Plan Saved His Family Some Headaches
We often hear about how the tragic, early passing of our favorite celebrities is accompanied by nightmares in the probate process. Fortunately for the family of the late Robin Williams, it appears that the actor and comedian had his affairs in order before his death. Based on the events surrounding the Williams estate after his […]
Florida Must Recognize Delaware Same-Sex Marriage in Probate Case
A south Florida judge ruled in a probate case that the state of Florida must honor the marriage of a Pennsylvania man whose husband died in Florida. The ruling enables Jason Simpson to be the personal representative for the estate of his husband, Frank Bangor, who passed away earlier this year. Simpson and Bangor were […]
Misconceptions About Estate Planning in Florida
There are many reasons you may be putting off planning your estate — you want to wait until your children are older, you fear losing control over your assets or maybe you just don’t think it is necessary. Unfortunately, there is an abundance of inaccurate information about estate planning in Florida. This misinformation may be […]
What is a Spendthrift Trust?
Do you have a son or daughter who is financially irresponsible? Do you worry about the decisions he or she may make after you die? You are not alone. Many parents have concerns about their children squandering their inheritance and making foolish investments. One solution is to leave your child nothing. Florida law allows you […]
Questions to Ask Your Estate Planning Attorney in Florida
You have decided to draft or update your will. You have also wisely decided to seek assistance from an estate planning attorney. At your first meeting with your lawyer, it is important that you bring certain information, including materials and documents regarding your family and loved ones, finances and property. Additionally, you should prepare a […]