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Articles Posted in Estate Planning

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Homestead Protection In Florida

Florida’s homestead protections are renown throughout the country for the great homestead protection laws that protect state residents.  These laws are found in Florida’s Constitution and offer key protection in three different ways.  The state constitution offers protection from creditors, tax exemptions, and transfer restrictions to protect spouses. Homestead Protection…

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Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?

One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. The revocable trust is also known as a living trust.  A revocable trust has many benefits including the ability to help individuals avoid probate.  However, many people do not realize that…

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Keeping Beneficiaries Informed in Florida

Every trustee of a Florida Trust may have a fundamental duty to keep the trust’s beneficiaries informed of the administration of the trust.  Florida Statute Section 763.0813 provides that a trustee must keep the qualified beneficiaries of the trust “reasonably informed of the trust and its administration.” The statutes do…

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Florida Case Holds Estate Planning Attorney Must Testify in an Undue Influence Trial

Florida’s 3rd District Court of Appeal held on October 26, 201 that an estate planning attorney must break the attorney-client privilege for  deceased client must by testifying in a will contest trial for undue influence.  The trial court ordered the attorney to testify, and the attorney refused.  The attorney appealed…

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Florida Passes Fiduciary Access to Digital Assets Act

In March, the Florida governor approved a new law called the Florida Fiduciary Access to Digital Assets Act, which allows the loved ones of a decedent to access any digital assets he or she may have owned before death.  This allows loved ones to access the recently deceased’s text messages,…

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