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Wills, Trusts, POAs


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How Does Divorce Effect Your Estate Plan
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
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
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
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?
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
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
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
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
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

Protective Trusts
Protective Trusts Mon, Feb 15, 2016 An estate planning client says, “I want to leave everything to my daughter when I die, no strings attached. Oh, and if she dies, gets divorced or gets sued, I want it protected.” The client does not realize the request is contradictory. Read More

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