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…
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…
It is important to have a Florida Business Attorney review important and complex contracts. In my experience as an entrepreneur, I have found that the number one reason why problems occur with employees and clients is a failure to set proper expectations and communicate effectively. Often when one looks hard…
Orange Park Estate Planning Lawyer, Middleburg Estate Planning Lawyer, and Keystone Heights Estate Planning Lawyer David Goldman works with clients in Northeast Florida including Orange Park, Clay County Florida. Orange Park is located in Clay County. Orange park. The Clay county courts have additional branch offices located in Keystone Heights,…
Most Jacksonville estate planning attorneys or those in other locations, focus on your heirs (children and grandchildren). As your parents are aging it is also important to consider and evaluate your parent’s estate planning. One you understand the value in creating your own estate plan, you need to understand what…
Florida Estate Planning Lawyers in Jacksonville Florida. Jacksonville is located in Duval County. Jacksonville is the largest city in the state of Florida and the largest contiguous city in the United States. Jacksonville is located about 25 miles south of Georgia. Jacksonville is in the First Coast region of north…
A Florida Personal Representative – The individual or individuals (or institution) named in a will or appointed by the Probate Court who is responsible for gathering a decedent’s assets, paying debts, taxes, and expenses, selling assets of the estate, if necessary, and distributing the remaining property and money according to…
In Florida estate planning a person can leave money in trust for the care of an animal. As of July 1, 2007 Florida Statute 736.0408 replaced the previous statute 737.116 which was effective from April 23, 2002 until June 30 2007. The new Florida Statute states: (1) A trust may…
In a Florida Probate case there are many tax issues that need to be considered. Below is a list of the things that should be done immediately. 1) Shortly after the decedent’s death, someone should contact the decedent’s CPA to get general information regarding the status of the decedent’s income…
Before accepting the duties and responsibilities of being a PR in a Florida Probate Case or any probate case, the PR should be aware that they can be personally liable for the taxes, penalties and interest that are from the decedent. According to 31 U.S. C. 3713b: A representative of…