First Quarter 2016 In This Issue Should Seniors Enroll In A Medicare Advantage Plan Or Stick With Traditional Medicare? What You Need To Know About Financial Elder Abuse One Of The Most Important Conversations You Should Have With Your Family Should Seniors Enroll In A Medicare Advantage Plan Or Stick…
Incentive trusts are important to consider with estate planning. One of the best tools in estate planning for encouraging positive behavior is through an “incentive trust.” An Incentive trust is a trust like any other, which rewards the beneficiaries when they meet certain objectives or goals in their lives. Many…
904-271-1289 SCAM Warning 904-271-1289 SCAM. Someone using phone number 904-271-1289 is stating that they are attorney David Goldman in Jacksonville and are offering to assist in collecting selling your timeshare. THERE IS ONLY 1 ATTORNEY DAVID GOLDMAN LICENSED BY THE FLORIDA BAR IN JACKSONVILLE AND IT IS NOT THE PERSON…
Florida Firearms Law 101: Real issues taught by Florida attorneys Florida Firearms Law 101 Please help spread the word about or new Florida Firearms Law Class. Below is a description of the class This class is designed for those who have their concealed carry permits and desire further training…
I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes! Here is the Table of Contents The 3 Reasons Most People Experience Confusion with Their IRAs Don’t Just Focus on the Taxes Avoid the 5 Common Mistakes Common Mistake #1: Trying to Avoid Income Taxes…
Florida Homestead for Non U.S. Citizens is possible for two types of Florida Homestead exemptions. The first homestead exemption is tax based. If you live in your home and you or your spouse or dependent child is a permanent resident of the state of Florida on January 1s you are…
The Fourth District Court of Appeals ruled this month that personal representatives of estates are no longer allowed to deduct attorney’s fees from a spouse’s elective share when litigating claims against the spouse’s stake in the inheritance. This holding of this case means that a spouse’s inheritance may now be…
41F was published today in the Federal Register. Here is a link to 41F as filed which is similar to the draft that has been circulating. 41F will be effective 180 days from today or on Wed July 13, 2016. Applications filed prior to July 13, 2016 will be handled…
Florida Asset Protection Trusts: Can they be changed? In Florida, both revocable and irrevocable trusts are valuable estate planning tools that permit individuals to organize and protect their assets from creditors. The Florida Asset Protection trust is not used by many estate planning lawyers. Asset Protection is an important part…
News and Important information for Seniors and their Families. In this issue, we discuss the following topics. How to Bulletproof your estate plan Trying to treat siblings equally The importance of taking the emotional value of family heirlooms into consideration Taking previous loans or gifts into consideration Proving you’re of…