If you are thinking about naming successor co-trustees to administer your trust, carefully consider if the individuals are likely to get along when the time comes for them to take over. Many times the arrangement works out… but not always….
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Longtime host of The Price Is Right, the late Bob Barker was a television fixture for decades. But did you know he was also a renowned and generous supporter of animal welfare charities? As we approach World Animal Day, October…
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Married couples who consult with us frequently tell us they want an “I Love You” Will. This is a will in which each spouse leaves everything to the other; then, when the surviving spouse dies, the remainder goes to the…
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Who is the death beneficiary of your assets? Many of us forget to keep track of our beneficiary designations as the years go by and life gets busy. But that is a big mistake: keeping beneficiary designations current is an…
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Tony Bennett sang I Left My Heart in San Francisco – but he left his family’s trust assets in the hands of his oldest child, Danny Bennett. And that’s a melody his siblings are not happy to hear. His two…
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Attention Florida residents: Always use an experienced Florida estate planning lawyer to draft your estate plan. Avoid the temptation to use an out-of-state attorney, even if you know that person is trustworthy, practices in this field of law outside Florida,…
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Every adult with people and assets to protect needs a plan to protect loved ones in the event of incapacity or death. And what better example of a person with people to protect than the parent of a minor child?…
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Jay Leno, former host of The Tonight Show, has filed a petition for conservatorship in California (similar to Florida guardianship) over his wife’s estate. Leno, 73 and his wife, Mavis, 77, met at the Comedy Club in the late 1970s….
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The legal term for rejecting a bequest is disclaiming. When you disclaim a bequest from an estate, you are effectively saying: Treat me as if I had predeceased the person who died and left me the inheritance. Then distribute the…
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Many of us own tangible personal property that we want to leave to certain people. These items run the gamut. It can be jewelry, art, antiques, china. It can consist of collections of various sorts: baseball cards, stamps, coins, etc….
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For the safety of both clients and staff, all our offices will close at noon on Wednesday, October 9 and will be closed all day Thursday, October 10. We plan to re-open on Friday, October 11.
You may email or call us on those days. Staff will be working from home, assuming no power outages, and will do their best to respond.
