Category Archives: Estate Planning
Elder Exploitation and Estate Planning in Florida
It is widely understood that areas with a larger percentage of senior citizens will have a larger likelihood for incidents of elder abuse to occur. Florida stands as a retirement beacon for the rest of the U.S. and, indeed, to the rest of the world. Because Florida has such a large percentage of elderly… Read More »
Essential Florida Asset Protection and Estate Planning Strategies: Part II
In the first installment of this two part series, we began discussing the plethora of estate planning and asset protection options Florida law has for its citizens to take advantage of. Different tools serve different needs, and many options exist to help every Floridian safeguard their hard-earned assets. Today, we continue the conversation and… Read More »
Essential Florida Asset Protection and Estate Planning Strategies
Florida provides its residents with a diverse array of asset protection and estate planning strategies which can be utilized to safeguard assets from potential risk and solidify your estate plan. In this two-part series, we will generally discuss a few of the essential strategies that Florida residents can use to protect their assets and… Read More »
Key Florida Estate Planning Trusts You Should Know About
Florida law has developed to offer its citizens diverse and unique options for setting up robust estate plans and asset protection strategies. These include a number of Trusts that can be employed to manage your estate/assets in various ways. This article will go over the general basics of several trust options available to Florida… Read More »
Former Florida Mayor Loses Law License Following Estate Law Misconduct
Last spring the community of St. Augustine was rocked by the news that their former mayor, of nearly a decade, was under investigation and suspended from the Florida Bar. The Florida Bar guards the integrity of the practice of law in Florida. The Florida Bar, in conjunction with The Florida Supreme Court, are responsible… Read More »
Estate Planning for Parents
As every parent knows: everything changes when you have kids. Parts of your life that you were not worried about suddenly urgently need attention (gotta cover those electrical outlets with plastic plugs…is my dog going to be baby-friendly?…I wonder if the school district here will cut it, or we’ll have to move…) Along with… Read More »
Tips for Choosing an Executor for Your Estate
Choosing an executor for your estate can send a ripple effect that is felt for generations. Our legacy is the most important thing we leave behind – choosing the right executor of your estate is a crucial decision. Perhaps no one else has more power over the successful distribution of your assets and fulfillment… Read More »
Highlighting Some Risks Of Joint Ownership In Florida Estate Planning
Florida’s probate process is infamous for a reason. The time cost, public record, and expense that inherently come with the process make it a no-brainer for many savvy Floridians to utilize estate planning tools in order to minimize the amount of probate the estate will have to go through. One popular option is to… Read More »
What Is Legacy Planning, And How Does It Relate to Estate Planning?
When most people think of “estate planning,” they think of ensuring that major assets – like the family home – as well as investments, etc. are passed onto their loved ones. However, there are a number of other additional concerns involved, especially for those who want to ensure that a particular legacy is left… Read More »
Estate Planning Strategies for Singles Without Children (And Why They Are So Important)
As attorneys who regularly counsel clients on creating and maintaining their estate plans here in Florida, we see a lot of couples with children interested in estate planning, while also noticing that a number of single individuals without children haven’t really given the topic much thought. However, for a number of reasons, it is… Read More »