Adding Names to Assets
Mon, Feb 15, 2016
People frequently want to transfer all or part of their accounts or real estate to their children, relatives, or others. Read More
How Does Divorce Effect Your Estate Plan
Mon, Feb 15, 2016
Upon divorce, a marital settlement agreement states how joint assets shall be distributed. However, in the event of death prior to changing the beneficiary designation, it is important to know how assets will be distributed. Read More
Asset Protection Trusts
Mon, Feb 15, 2016
People often think that placing their assets into a trust for their own benefit in Florida makes the assets inaccessible to creditors, taxing authorities and nursing homes, but that is not true. Read More
Do It Yourself Estate Planning
Mon, Feb 15, 2016
Some people try to save money by preparing legal documents on their own, or with the aid of doit- yourself books or computer programs, and sometimes their penny-pinching results in their wishes not being upheld. Read More
Planning Your Final Arrangements
Mon, Feb 15, 2016
When someone dies, there are numerous tasks that must be completed, which can sometimes be a burden on family members during such a difficult time. Read More
Revocable Living Trust as Beneficiary of Life Insurance?
Mon, Feb 15, 2016
The First District Court of Appeal of the State of Florida issued an opinion in Morey v. Everbank, holding that life insurance policies payable to a revocable trust, while usually exempt from creditors, can be subject to creditor's claims if language... Read More
Gifts to Younger People
Mon, Feb 15, 2016
You can make gifts while you are alive, or upon your death. Either way, you can make gifts outright or in a manner that restricts use. Read More
Funding a Revocable Trust
Mon, Feb 15, 2016
A revocable trust does not avoid probate unless it is “funded”. “Funding” means naming the trust as owner or naming the trust as beneficiary so they pass automatically to the trust upon death. Read More
Change in Health Care Surrogate Law
Mon, Feb 15, 2016
Effective October 1, 2015, the Florida Legislature has amended the statute regarding the health care surrogate form. Up to now, the form has provided that the surrogate’s authority becomes effective only when the principal is incapacitated, but there... Read More
Smart Phone Health Applications
Mon, Feb 15, 2016
With all of the new technology these days, Apple just released a new application with their recent software update, iOS8, entitled Medical ID (although other smart phones have similar applications as well). This new application could be a lifesaver f... Read More