Zsa Zsa Gabor, currently 94, is in the process of becoming one of the oldest new mothers ever. In law school we learn about a theory involving a fertile octogenarian with the point being that no one is too old to have a child so it is important to plan…
Articles Posted in Estate Planning
Estate Planning in a Nutshell
We all need someone to look after us and care for us when we become part of the eldery population. We also need to take care of our spouses, our children, and our loved ones, when we have passed away. Looking to, and preparing for our future is in a…
Updating your Florida Will is as Important as making a Will!
Circumstances change, possessions change, homes change, has your Will changed? As a Middleburg Estate Planning Attorney, I have heard many “will” stories, not all of them have a happy ending. A Florida woman was left a home in her father’s Florida Will . Her brother was left money in the…
IRS extends Filing Deadline for Form 706 and 8939 for Decedents dying in 2010
The IRS just released Notice 2011-76 that extends the filing deadline for Forms 706 and 8939 for estates of decedents dying in 2010. The Notice provides that large estates of people who died in 2010 will have until early next year to file various required returns and pay any estate…
Differences between Estate Planning and Elder Law
Many Middleburg families have thought about their future and what they want to happen upon their incapacity or death. However, many Middleburg families have not made that important call to consult with a Jacksonville Estate Planning Attorney about memorializing their thoughts in valid legal documents. When you plan in advance…
Personal Represntative of Yale Student’s Estate Files Wrongful Death Lawsuit
It is the PR’s job in a Florida Probate case to take actions to gather the assets and distribute them to the beneficiaries. When wrongful death claims are not assets subject to distribution under Florida Probate, it is the personal representative of an estate who pursues a Wrongful Death Claim…
The New Florida Power of Attorney Act
The Florida law governing powers of attorney and similar instruments is found in Chapter 709 of the Florida Statutes. The Florida legislature on May 4, 2011 voted to pass Senate Bill 670 which significantly revised Chapter 709. A. Generally A power of attorney is a writing that grants authority to…
What is the Difference Between Medicare and Medicaid in Florida?
They sound similar. Unfortunately many people do not understand the differences between the two. Most people think Medicare will “care” for them forever but, that is simply not the case. While Medicare and Medicaid sound similar, they are very different government programs. Medicare provides healthcare benefits for the over 65,…
What is an IPUG Trust?
While most people feel they have to be super rich to use Asset Protection trusts an IPUG™ Trust is a Self-Settled Asset Protection Trust for that makes sense for regular people and offers Medicaid compliance that works in all states. It protects client assets from creditors, predators and nursing homes,…
New Parents Make Plans to have Wills Prepared
Even Clark Howard agrees that new parents should take the time to consult with an attorney to have their Will prepared. A Florida Will allows you to choose who you want to take care of and raise your children, should anything ever happen to both you and your spouse at…