Mitchell Port a California lawyer posted a link to an article on the California Tax Attorney Blog about an article on the State Bar Website which provides information on estate planning. Although this is a California bar website, many of the same issues and considerations are important to Florida residents…
Articles Posted in Estate Planning
Discussing Your Estate Planning With Your Children.
Leanna Hamill with the Massachusetts Estate Planning and Elder Law Blog wrote an article on Estate Planning titled Should You Discuss Your Plans with Your Children? In the article she discusses the fact that clients often wonder if they should share their estate plans with their children. In giving her…
Florida Gun Trusts: (NFA) National Firearms Trust – Update
If you live in a Jacksonville Florida, like many other cities around the country where the (CLEO) Chief law Enforcement Officer of your city will sign a Form 4 for NFA purchases of Class 3 items, there are several solutions. Title II Firearms (sold by Class 3 SOT dealers) include…
Do it yourself Estate Planning: Bad News Part 3
A Florida Probate Lawyer Long Duong is reporting a mistake a client of his made with a modification to a Florida Will. The document was not properly executed and it was held to be invalid. This mistake cost the intended beneficiaries over $75,000. Some other examples of Do it your…
Estate Planning for Grandpop’s Gun in the Chest
Joshua Prince, a law student has written another article on NFA Firearm issues and estate planning. The article appears on Neil Hendershot’s PA Elder, Estate & Fiduciary Law Blog and is the third in a series on Gun Trusts. To answer these and other question about Firearms and Estate Planning…
Family Estate Planning and Conflict of Interest
Whenever a Florida estate planning lawyer represents two or more individuals, there is always at least the potential of a conflict of interest, even when the clients agree about everything. The same is true when a married couple needs a Florida attorney’s help with an estate plan. Depending on the…
FLORIDA ESTATE PLANNING AND THE RECENTLY DIVORCED CLIENT
Wills •A new Florida will is almost always advisable for the divorced client, especially if there are minor children. •Florida Statute section 732.507 generally provides that after the dissolution the provisions for the former spouse in the will are treated as if the former spouse died at the time of…
IRA’s and your Florida Living Trust
One common mistake that people make when they have a spouse or children is to transfer their retirement accounts into their Florida Living Trust. Generally, retirement accounts are not subject to probate because you can name beneficiaries. If you name individual beneficiaries, each beneficiary is given the most flexibility in…
IRS to Hold Workshops for 501(c)(3) Exempt Organizations
The Internal Revenue Service announced that it is offering one-day workshops for small and mid-sized section 501(c)(3) exempt organizations during fall and winter 2007 and spring 2008. The closest one to Jacksonville looks like the Columbia South Carolina workshop on December 4th, 5th, or 6th. There is also one in…
Who Should Help Me with My Estate Planning Documents?
Can I do it myself? It is possible for a person to do his or her own Florida estate planning with forms or books bought at a stationery or bookstore or from the State Bar. At the least, a review of such forms can be helpful in preparing you for…