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Florida Estate Planning Lawyer Blog

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Do it yourself Estate Planning: Bad News Part 3

A Florida Probate Lawyer Long Duong is reporting a mistake a client of his made with a modification to a Florida Will. The document was not properly executed and it was held to be invalid. This mistake cost the intended beneficiaries over $75,000. Some other examples of Do it your…

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Family Estate Planning and Conflict of Interest

Whenever a Florida estate planning lawyer represents two or more individuals, there is always at least the potential of a conflict of interest, even when the clients agree about everything. The same is true when a married couple needs a Florida attorney’s help with an estate plan. Depending on the…

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FLORIDA ESTATE PLANNING AND THE RECENTLY DIVORCED CLIENT

Wills •A new Florida will is almost always advisable for the divorced client, especially if there are minor children. •Florida Statute section 732.507 generally provides that after the dissolution the provisions for the former spouse in the will are treated as if the former spouse died at the time of…

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IRA’s and your Florida Living Trust

One common mistake that people make when they have a spouse or children is to transfer their retirement accounts into their Florida Living Trust. Generally, retirement accounts are not subject to probate because you can name beneficiaries. If you name individual beneficiaries, each beneficiary is given the most flexibility in…

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Florida Domestic Partners Estate Planning: More important than you would think

In Florida Domestic Partners need the help of a Florida Estate Planning Lawyer to handle their complex situations. Domestic partners are considered any two people no mater what sex who live together and what each other to benefit in the event of the subsequent death of the other. Without a…

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IRS to Hold Workshops for 501(c)(3) Exempt Organizations

The Internal Revenue Service announced that it is offering one-day workshops for small and mid-sized section 501(c)(3) exempt organizations during fall and winter 2007 and spring 2008. The closest one to Jacksonville looks like the Columbia South Carolina workshop on December 4th, 5th, or 6th. There is also one in…

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Review Your Estate Plan. (And Your Parents)

If you or a member of your family was to have a crisis are you prepared? That is the question you should ask your Florida Estate Planning Lawyer or Attorney on a regular basis. Often we only look at significant events in our lives and do not consider the effects…

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