As a Jacksonville Estate Planning Lawyer, I find that I am explaining the terms of a Florida Living Will over and over and thought that I might be able to shed some light on what they are and how they are used with Florida Estate Planning. A Florida Living Will…
Florida Estate Planning Lawyer Blog
Estate Planning for the Disabled in Florida
As a Florida Estate Planning Attorney, I often get involved in planning for Disabled Florida Adults and Children. Often these individuals are receiving government benefits or expect to receive the in the future due to a physical or mental illness or disability. In some cases clients expect their spouse to…
Anatomy of a Florida Estate Plan
As a Jacksonville Estate Planning Lawyer, one of the most common things I do is determine what is necessary for a clients Florida Estate Plan. Greg Herman-Giddens of the North Carolin Estate Planning Blog has an Article called the Anatomy of an Estate Plan where he discusses and defines the…
Do It Yourself Estate Plan Disaster
As a Florida Estate Planning Lawyer, I often get asked about Florida Estate Planning and Using “Do it yourself estate plans” like quicken or other online services. Mark Jakubik with the Pennsylvania Estate Planning Blog has a good analogy about the topic: Recently we were having some work done at…
Why do I need a Guardian for my Child?
As a Jacksonville Estate Planning Lawyer, I often get asked about picking a Florida Guardian for a child in the even that the parents were to die before the child becomes an adult. There are two types of guardians one should consider to take care of their children. There is…
Do I really need a Florida Living Trust?
As aFlorida Estate Planning Lawyersand a Jacksonville Estate Planning Lawyer I often receive questions about Florida Living Trusts. These usually come after clients attend seminars given by Estate Planning Organizations. Often they are not law firms, but some are. Although there are benefits to Florida Living Trusts, sometimes they are…
Personal Representative / Executor Requirements
Your Florida Estate Planning Lawyer will tell you that being appointed the PR / executor of an estate is not easy. The PR takes a personal risk and large responsibility to the estate of the decedent, the IRS, and the beneficiaries. The main job of the PR is to manage…
Powers of Attorney for College Students
As a Jacksonville Estate Planning Attorney, I wanted to share with you and your family an important planning idea on he use of Powers of Attorney and Health Care Surrogate forms for college students and adult family members that are under 30 years of age. These documents are recommended because…
Are Wills Still Valid After Moving To Another State?
If you move to Florida from any state or country, Florida will recognize any will that was properly executed as to the rules of another state except Holographic wills. A holographic will is one that is entirely in the handwriting of the creator. Florida does have an exception to their…
Spousal / Elective Share: Constitutional or Not?
Often in the process of Florida Estate Planning, Florida Elder Law, or Florida Probate I get asked about the effects of Florida’s Spousal Share Statutes. The statutes reserve 30 % of the decedents estate for a spouse in the event that the decedent did not provide at least that amount…