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Articles Posted in Estate Planning

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Estate Planning and Discounts: Can a Fractional Interest In Artwork Be Discounted For Estate Planning Purposes

To discuss how this case may affect you, talk to your Florida Estate Planning Lawyer In the recent case of Stone v. United States, No. 3:06-cv-00259, United States District Court for the Northern District of California (May 25, 2007), the declined to give a discount to the value of artwork.…

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Florida Living Trust – 6 Tips for your Living Trust

Here is a summary of an interesting article on Florida Living Trusts: 1) Florida Estate Planning To Avoid Probate Costs. A Florida living trusts can help eliminate the cost and delay of probate. 2) What About Taxes And Asset Protection In My Florida Living Trust. No Tax Benefit. Florida living…

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Florida Estate Planning: The value of a second opinion

Florida Estate Planning Lawyers often build a Florida estate plan around two basic strategies: The first takes advantage of the unified credit. (This credit eliminates the estate tax on the first $2 million, 2007 and 2008, this credit rises to $3.5 million in 2009. There is no estate tax in…

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Florida Estate Planning: Wills and Trusts

Clients often ask Estate Planning Attorney’sfor a Florida will or a Florida Living Trust. The seldom ask for a will and a trust even though in most cases this is what they need. Clients who want to skip probate and avoid the fees and delays associated with establishing and administrating…

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Why use a Living Trust in Florida

Everyone in Florida seems to be going crazy to setup a Florida living trust. Often we find ourselves asking why does this client need a living trust. In most cases they don’t, but if clients are looking for privacy, to save time or money on probate or have assets in…

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Florida-Do it yourself Wills, Trusts and Estate Planning – Common mistakes made

Often clients ask about Do it yourself living wills, wills, trusts, and other components of estate planning. I read an interesting post by an Estate Planning Attorney and although they are not in Jacksonville Florida their advice and commentary is very relevant. Basically with a will, you don’t often get…

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