Kimberly Palmer of U.S. News & World Report wrote an article on the Alpha Consumer Blog where she discussed these issues. Her reader wrote: My husband, who is retired, has dementia. He responds to credit card offers in the mail and charges things to them, even though he shouldn’t, because…
Gerry Beyer, author of the Wills, Trusts & Estate Professors Blog has an interesting article on a novil service called Deathswitch. This service could be used to provide some of the services I have discussed in relation to the Digital Asset Trust. There are many things that people may want…
Whether you live in Jacksonville Florida or anywhere in the United States, you should find this guide helpful in educating yourself on what the various estate planning documents are used for. This Guide is downloadable in its entirety; or it can be viewed online by chapters, all in PDF format,…
One of the most common questions I get is “What is the difference between a Durable Power of Attorney and a Guardianship?” Richard Shea an attorney in Connecticut who publishes the Connecticut Estate Planning & Elder Law Blog has a good description of each and the differences in an article…
Many Florida residents include language in their Florida estate planning documents which leave either a fixed sum or a percentage of their estate to one or more charities. The most common gift is an outright bequest of property to a named charity from a Florida Will or Florida Revocable Trust.…
This week the Supreme court decided to review a Washington D.C. Court decision that struck down a 31 year ban on pistols. Many believe that the argument and decision by the Supreme Court will be based upon the widely contested interpretation of the 2nd amendment. Over the past few decades…
Professor Gerry W. Beyer author of the Wills, Trusts, & Estates Professors Blog, as reported on a mistake in estate planning where a Another Self-Help Estate Plan Gone Awry. In this case a man decided not to consult with anestate planning lawyer. He transferred the family home to his stepchildren…
Professor Gerry W. Beyer author of the Wills, Trusts, & Estates Professors Blog, as reported on a mistake in estate planning where a “Do it Yourself” Estate Plan Backfires. In this case a mother who did not hire her own estate planning lawyer made a number a big mistake that…
Tax breaks on dividends and capital gains for college-age dependents will end on January 1. In the meantime, families can still take maximum advantage of the current law. A significant source of tax savings for American families will disappear on January 1, 2008. That’s when changes Congress made to the…
Many people who have reached the age of retirement split their time between Florida and another state. Since we are at the prime time of year for this to be happening I thought it appropriate as a Florida Estate Planning Lawyer to write about some of the issues of Estate…