Joseph S. Karp We are frequently confronted with the question from our clients, How can I divorce-proof the inheritance I’m leaving my child? How can I make sure that the money I’m leaving to my child goes to my child’s…
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Adele Small Harris Many times I get questions regarding Special Needs Trusts, and setting them up for disabled children or other family members. The unique thing about a Special Needs Trust is that it allows the disabled person’s money to…
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Jonathan D. Karp People always assume, by virtue of their relationship with their loved one, that if their loved one is injured or ill, the doctor will speak to them and give them their medical information. Unfortunately, that’s not the…
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Joseph S. Karp People want to know: When I die, what goes through Probate court? Is everything probated that I own? The answer is no. Certain assets avoid probate automatically. Those are assets that are titled joint with right of…
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Adele Small Harris I frequently get asked questions about estate tax. Florida has no state estate tax, while the Federal government charges estate taxes on very large estates at this time. There are different techniques that we can propose in…
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Joseph S. Karp When people come in to do their estate plan with us, one of the questions they ask quite frequently is, What do I have to leave my spouse, if anything? First of all, there are laws that…
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Adele Small Harris I frequently get asked what documents parents of minor children need, and there are really three that I think about. One is a Health Care Designation. That means if you’re out of town or unavailable, who can…
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Jonathan D. Karp A Revocable Living Trust is a popular estate planning tool that we use for many of our clients. It is an instrument that allows you to re-title your assets in the name of the Trust. While you’re…
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Joseph S. Karp A Living Trust has multiple benefits for individuals and their families. One, it avoids Probate Court for the assets that are titled in it. Two, it retains privacy. And, three, many of our clients want to…
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Adele Small Harris A Personal Representative is commonly known as an executor in other states. That person is in charge and appointed by the court to handle all matters related to the estate. The Personal Representative must identify the assets,…
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