It wasn’t long ago that animals had no rights when their owner died. Today you make a difference in your Pet’s life after you are gone. Estate planning for pets gained momentum during the 1990s, and pet trusts are now legal in most of the 50 states, including Florida. A…
Ideally your estate plan will be created by a Florida Estate Planning Lawyer, yourself and some or all of the following people: 1. Mother and Father 2. Tax Attorney 3. CPA 4. Financial Advisor 5. Trust Officer 6. Insurance Professional 7. Business Valuation Expert 8. Philanthropic Consultant 9. Fundraiser/Planned Giving…
Today I found an article on where an individual purchase a preprinted will form and filled in the blank space incorrectly. He hand wrote: My shares of Lee Bros. Holding Co. My property of 817 North Park St., Victoria, B.C. and 35% of cash & bonds to my brother Horace.…
When was the last time you sat down with someone to review your Floria trust, Florida will, Florida power of attorney, health care directive, and other documents intended to make sure that your assets will be managed and distributed according to your wishes? If it has been longer than a…
The Ferrell Law Firm in Memphis bloghas a series on Living Trusts vs. Wills. Many of the issues discussed are similar to those in Florida. For those of you who are unsure as to whether you need a living trust, will, or both you might review their 4 part article.…
Last week I had a client call me about a Probate problem? It turned out that this client had used a Do it yourself Will Program that was online ( LEGALZOOM). Her husband executed his will, but she did not. Then her husband died. The problem is that because her…
Many couples and individuals want to place no contest clauses in their Florida Wills. The purpose of a no contest clause in a will is to keep the beneficiaries heirs from fighting over who gets what or how assets are distributed upon your death. In many states no contest clauses…
Kimberly Palmer of U.S. News & World Report wrote an article on the Alpha Consumer Blog where she discussed these issues. Her reader wrote: My husband, who is retired, has dementia. He responds to credit card offers in the mail and charges things to them, even though he shouldn’t, because…
Gerry Beyer, author of the Wills, Trusts & Estate Professors Blog has an interesting article on a novil service called Deathswitch. This service could be used to provide some of the services I have discussed in relation to the Digital Asset Trust. There are many things that people may want…
Whether you live in Jacksonville Florida or anywhere in the United States, you should find this guide helpful in educating yourself on what the various estate planning documents are used for. This Guide is downloadable in its entirety; or it can be viewed online by chapters, all in PDF format,…