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Articles Posted in Estate Planning
Estate Planning Professionals Network of NRA
David Goldman of Law Office of David M. Goldman PLLC, Florida Estate Planning Lawyer Blog, and NFA Gun Trust Lawyer Blog became a member of the Estate Planning Professionals network (EPPN) of the NRA. The next EPPN event will be held in conjunction with the NRA Annual Meeting in Charlotte,…
Jacksonville Divorce Lawyer
Jacksonville Divorce Lawyer: What does Florida Divorce Law have to do with Florida Estate Planning? We often find that Estate planning is needed most around the time of a Divorce in Florida. We now have a Jacksonville Divorce Lawyer on staff to help deal with the unique issues of Jacksonville…
2010 Annual Gift Tax Exclusion $13000
The IRS recently announced that the gift tax annual exclusion will remain unchanged in 2010 at $13,000 The yearly amount of the exclusion is based on the Consumer Price Index and has increased from $10,000 in 1997 to $13,000 in 2009 and 2010. As long as your gifts to an…
Specific Training and Trusts:- Does Your Trust Provide for the Training You and Your Family Need or Willl Want?
Florida Revocable Trust’s as well as those created in other states often have language that provides for the health, education, maintenance, and support of our spouses and children. Recently I was reading an article written by a CA Estate Planning Lawyer and firearms instructor on providing firearms training as an…
Breaking News: House Votes Yes on Estate Tax Bill
Yesterday, the House of Representatives voted 225-200 in favor of H.R. 4154. The bill will make the 2009 Estate Tax Level Permanent. Currently (for 2009) the estate tax exemption is $3.5 million and the maximum tax rate on estates is 45%. The Bill referred to as the Permanent Estate Tax…
The Family Dog and Florida Probate
Most people would not believe that a family pet needs to be subjected to the Florida Probate process, but Florida Law defines animals as personal property and as such are subject to probate just like other personal property. Fortunately we can create provisions in our Florida Revocable Trust to deal…
‘The Will’ airing on INVESTIGATION DISCOVERY
Canadian-based TV production company – CMJ PRODUCTIONS – is currently shooting a new documentary series called, ‘The Will’ airing on INVESTIGATION DISCOVERY. “The Will” tells the true life stories of complex and surprising disputes that have arisen surrounding a will, estate or trust. The series is now accepting story submissions…
Farrah Fawcett’s Revocable Living Trust Published
One of the benefits of using a Florida Revocable Trust is that the contents of the trust can remain private. Remember that if you or your heirs provide copies to others you may loose this advantage. This is exactly what happened with Farrah Fawcett’s Revocable Trust. RadarOnline.com obtained a copy…
Is a Will Contest Clause in Florida Valid? How about a Trust?
Will Contest Clauses are generally included to prevent children or beneficiaries from attempting to dispute their portion of an estate. In some states they are valid and many others like Florida they are not valid by statute. Given that a No Contest Clause in a Will is invalid in a…