Jacksonville Probate Lawyer, David Goldman has put together a Florida Probate Handbook that is being offered free to readers and visitors of his websites. If you would like a copy, visit the Free Florida Probate Handbook web page, fill out the form, and one will be sent to you within…
Articles Posted in Estate Planning
Hurricane Season and Storage of Florida Estate Planning Documents
Florida Estate Planning Documents can be lost during a hurricane or tropical storm. Just when a Florida Will, Power of Attorney, or Florida Living Will, Designation of Health care Surrogate & HIPAA release. You should protect your original signed documents by keeping them in with in waterproof container and if…
Estate Planning & Asset Protection For Professional Athletes
Florida Estate Planning for professional athletes is very different than with a traditional client. Most clients accumulate wealth over a long period and have advisers in place to manage their wealth. Financial advisers are typically managing their wealth in an effort to protect it from substantial loss and the lawyers…
What are reasonable fees for a Florida Personal Representative?
In Florida, A personal representative shall be entitled to a commission payable from the estate assets without court order as compensation for ordinary services. The commission shall be based on the compensable value of the estate, which is the inventory value of the probate estate assets and the income earned…
When Is It Time to “Service” Your Estate Plan?
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to…
Probate with Living Trust – Is probate required?
Is a Florida Probate required if the decedent had a living trust? Most people do not transfer all of their assets into a Florida Revocable Trust prior to their death. If their home, or other personal property was not transferred into the trust prior to their death, a Florida Probate…
Forbes and Esatate Planning
Forbes.com has an article on 10 issues dealing with Estate planning and items you should check within your own plan.. Forbes even includes a calculator that will tell you where your assets will go if you die without a will.
When is an Heir an Heir? Can forum Shopping Protect Your Heirs?
Matthew Gardner an Estate Planning Lawyer who writes the Iowa Estate Plan Blog has an article on a child conceived after death and how his state and Social Security treats this child as not being an heir of the decedent. The Iowa Probate Code and many states specify that in…
When Do It Yourself Asset Protection Goes Wrong
Attorney Kevin W Davidson of the Green Bay Wills, Trusts & Estate Planning Blog wrote an article on the pitfalls of Do it yourself asset protection where he talks about some of the problems with trying to protect your own assets. Over the last 6 months the number of inquiries…
IRA and Amnesty Program about to Expire
A few months ago the IRS announced a voluntary disclosure program for undeclared foreign accounts. This six months program closes on September 23, 2009. For qualifying taxpayers who come forward and report their undisclosed foreign bank accounts and pay back taxes for six years plus interest and some penalty, the…