Today there is a big hole in most estate plans. Most estate plans do not deal with the property and licence rights that almost all Americans have accumulated with their online lives. What online assets should be concerned with? Email Accounts – Gmail, Yahoo, MSN, Comcast, AOL … Social Networking…
Articles Posted in Estate Planning
Reason 7 to Make a Florida Estate Plan
Everyone seemed to like our last one (Reason 10)so much we decided to post another of our Reasons to Make a Florida Estate Plan. Please let us know what you think of this one, and if you are the new wife, we apologize
Don’t Die Without Securing Your Estate Planning Documents
Florida residents be advised, not only is it important to consult with a Neptune Beach Estate Planning Attorney about having your Will, Trust, Power of Attorney and other legal documents prepared, but you must make your beneficiaries and heirs aware that they exist. Keeping your important legal, real estate, motor…
Other Jacksonville Estate Planning Lawyer Blogs and related Sites
Over the past several years the Law Office of David M. Goldman PLLC has expanded into several additional practice areas. As these practice areas grown we have been adding staff and creating more informational blogs to help consumers and our clients understand some of the common legal issues. May of…
Using an ILIT For Your Life Insurance Policy in Florida
To hedge our bet against dying and to financially protect our families in the event death happens, we generally have a life insurance policy. This policy becomes part of our estate and can help our family with after death expenses such as funeral costs. You may already have a life…
Foreigners Using U.S. Gift Tax Exemption to Their Benefit
In a recent online edition of Private Wealth, Beth Tractenberg and Kathryn Von Matthiessen discuss the nexus between people from a foreign nation living in the U.S. and the current Gift Tax exemption. The authors first break down the difference between foreigners Domiciled in the U.S. versus those that are…
Pre-Need Guardianships in Florida
As a Jacksonville Guardian Attorney, I am often asked about the details in establishing a Guardianships in Jacksonville Florida. If a Pre-Need guardian has been selected by the Ward, the court will look to their eligibility first before looking at others. A Florida Pre-Need Guardian is a person who has…
New Florida law for Challenging Trust Revocation
There has just been a progressive change in the trust law governing the revocation of a revocable trust in the state of Florida. With bill HB 325, Governor Rick Scott signed into effect a law allowing a person who has had their interest in a revocable trust revoked, to challenge…
Florida Intestate Law Changes: You may now need or want a Florida Will.
If you are a married person in the State of Florida and have not created a Florida Will or Florida Revocable Trust you should fully understand what will happen to your assets when you die. Previously in Florida, if a husband or wife passed away with only children belonging to…
Parents Trust Creates Ineligibility for Child on Florida Medicaid
Suppose your parents set up a tax planning Florida Revocable Trust with the assets being held for the kids in trust. Under the terms of the trust, the trustee is to distribute net income and principle as the trustee determines is necessary for education and support in reasonable comfort. If…