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Florida Estate Planning Lawyer Blog

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Jacksonville Florida Guardianship Process

Having a Florida Guardian appointed involves two separate court determinations. The first court proceeding is the Incapacity proceeding where the Florida court determines whether the person is incapacitated as defined by Florida law. The second Guardianship proceeding is where the Florida court actually determines who will serve a guardian. All…

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Confusion over 2008/2009 RMD Suspension by Congress

There seems to be articles misquoting the Suspension of RMDs by Congress. Congress has not suspended the 2008 RMDs. As of this time The Worker, Retiree, and Employer Recovery Act of 2008 is awaiting the President’s signature. One of the provisions of the bill is the suspension of required minimum…

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Florida Attorney General Warns Seniors of dangers with “Free Lunch” investment Scams

Senior citizens in Florida are being warned to think before going to financial planning seminars and estate-preservation workshops that offer a “free lunch” or “free dinner” to lure seniors to attend. The Florida AG’s Office has received more than a dozen complaints from seniors enticed to attend a free meal…

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Florida Probate: Am I entitled to an inventory and accounting.

In Florida if you are a beneficiary a potential heir, you are entitled to an inventory and accounting. As An Atlanta Georgia Estate Planning Lawyer wrote in their article AS A BENEFICIARY OR HEIR OF A GEORGIA PROBATE ESTATE, YOU ARE ENTITLED TO AN INVENTORY AND ACCOUNTING IN GEORGIA PROBATE…

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