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Articles Posted in Estate Planning

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Why Do I Need Estate Planning?

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…

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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…

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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…

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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…

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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…

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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…

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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…

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