Your Florida Estate Planning Lawyer should tell you that your Florida will is a living document and must be updated regularly based on changes in your circumstances, the laws, and the assets you own. Life is full of change, and when your life changes you Florida Will should be evaluated…
Articles Posted in Estate Planning
Florida Trust Accounts: Should the Checking Account Be Held In the Name of the Trust?
When you create a Florida Revocable Trust, your Florida Estate Planning Attorney should advise you on how to title accounts. One common question is about checking accounts. In most cases, the title (ownership) of the checking account should be changed to the name of the Florida Living Trust or Florida…
Florida Estate Planning: Paperless Records Leave Heirs in the Dark
Florida’s New Trust Code is Retroactive
Do you have the power to help your children?
Some Florida Estate Planning Lawyers are now providing documents for college age kids as part of their parents estate planning. A valid Health Care Proxy or Designation of Health Care Surrogate, or Medical Power of Attorney and a Durable Power of Attorney are important documents to have for your adult…
Florida Estate Planning: Financial Details
When you die, someone has to know hot to determine or what the details of your financial life are It is important to make a comprehensive list of assets, liabilities, life insurance policies, power of attorney, Florida will, credit cards, details of bank accounts and all other important financial information.…
Guns after Death
With Florida Estate Planning it is important to consider the effects of a gun on the probate process. Neil E. Hendershot a Professor at Widener University School of Law in Harrisburg and author or PA Elder, Estate & Fiduciary Law Blog, had a Student submit an article regarding the possession…
Digital Property After Death
Florida Will & Trust Bonds
Most people believe that a having a Florida Will or Florida Trust will save them money. The California Estate Planning Blog has an interesting comment about how it can actually cost your more money. In Jacksonville Florida as with CA, a Florida will or trust that does not waive bond…
Florida Wills: Separate Writing Memorandum
Your Jacksonville Estate Planning Attorney should include a separate writing memorandum in the Valid Florida will that is prepared for you. Florida Statute, Section 732.515 allows a written statement or list referred to in the will to dispose of items which are tangible personal property.