While many do not think all of the “For the 99.5% Act introduced by Bernie Sanders plan on March 25, 2021 will become law, there is certainly concern over the gifting and estate tax portions which would seem to affect more than just the upper 1/2 percent of the US…
The Miami Herold is reporting the there is a surge in people asking for wills to be written. The article states: Lawyers are being bombarded with requests to write wills, update estate plans and prepare health surrogate or “pull the plug” documents as people are confronted by the realization…
Have you lost your job because of the Coronavirus? As an essential business, we are open and available to meet by phone by calling (904) 990-8000 or video conference We have a Certified Online Notary on staff. We have the ability to notarize documents online – even wills, deeds, and…
Why Estate Planning matters during the Coronavirus (COVID-19) and what you can do to prepare. On March 17th, the outbreak of Coronavirus has grown to at least 4,226 cases, and numbers are still growing. According to the CDC, Florida alone is ranging from 101-200 reported cases, and the elderly is a suspectable target. The…
In Florida, an estate plan provides you a plan for what happens to your assets at your death. Another crucial part of your estate plan, specifically your will, is where one nominates who will be the guardian of any minor children. Although the court will decide what’s in the best…
For several years the VA has been working on changes to the rules for qualification of certain benefits dealing with transfers, a look back period, assets in trust, and income. Tomorrow the following rule change will be published, watch for some analysis on this and how it has changed in…
Designating a Preneed Guardian for your Minor Child in Florida Designating a preneed guardian for your minor child is one of the most important things a parent can do. A designation of preneed guardian is a legal document that permits you to choose the individual who will care for your…
The Florida Elective Share statutes has made it almost impossible to disinherit a spouse from your estate outside of a premarital, prenuptial, or post-nuptial agreement. In 1999, the Florida Legislature enacted what we now call the Florida Elective Share Statute, which was amended in 2016 and 2017 to provide even…
Tortious interference of a testamentary expectancy is a “tort” or a wrongful act that causes economic harm to another person, and allows for compensatory and punitive damages. The plaintiff must prove the following elements to establish a claim for the Tort of Intentional Interference with Expectancy: decedent had a fixed intention to…
Are you getting close to retirement? Do you want to develop an effective estate plan but you are not sure how to start? If your answer to one of these two questions is affirmative, you have come to the right resource. We are all aware how important it can be…