Florida Elder Law & Estate Planning Blog


life insurance
Why couples (and singles too) may want to hang on to life insurance, even after retirement
August 25, 2021

As couples retire and age, their thoughts often turn to giving up their life insurance. The premiums could cover other expenses. There are no longer little kids to consider.  They are collecting Social Security, or soon will be. They are…

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harry potter
Scholastic CEO’s Estate Plan Shocks His Family
August 10, 2021

Richard Robinson, the 84-year-old CEO of Scholastic Corporation, strolled on Martha’s Vineyard this past June with his two grown sons, Reece and Ben. They were shocked when their dad suddenly collapsed and died. They were in for another shock later,…

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life estate for your significant other
Four Questions To Answer Before Giving Your Partner A Life Estate
July 30, 2021

Do you live with your significant other in a home that you own? If you are like most of our clients, you will want to make sure your partner can continue to reside there if he/she outlives you, then have…

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estate conflict
Boar’s Head Legal Beef: Families Fighting Over Estate
July 7, 2021

An estate conflict has erupted between the families who own Boar’s Head. Why the legal beef? It appears to stem from a deceased owner’s failure to put her last wishes in writing. Boar’s Head Provisions Company was launched in 1905…

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biden tax proposal
Biden’s Tax Proposals And Your Estate Plan
June 26, 2021

The Biden Administration’s tax proposals have been on the minds of many of our clients.  You may be wondering if and how your estate plan will be impacted, and what you should do now to minimize your heirs’ tax liability. …

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Bob_Ross
TV Painter Bob Ross’ Son Loses Lawsuit In Battle Between Father’s Trust And Business Agreement
June 13, 2021

Bob Ross rose to fame in the 1980s as the host and instructor of the wildly popular Joy of Painting TV show. Viewers were smitten not just with his artistic techniques but also with his mesmerizing voice and congenial manner….

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business agreement v. last will and testament
When Your Business Agreement Doesn’t Agree With Your Will
May 16, 2021

Estate planning clients frequently come to us who are parties to business agreements such as limited liability companies, shareholder agreements, partnership agreements, corporations. These agreements routinely include clauses that govern who may inherit the shares of deceased partners. If you…

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disinherit child in Florida
Disinheriting Your Estranged Adult Child: Factors to Consider
May 13, 2021

Parents with estranged adult children: An unfortunate situation that our attorneys see increasingly often these days. Sometimes parents and their adult child have not spoken in years. Sometimes the child will stay in touch with siblings or other family members;…

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Despite Covid, 2/3 of Americans Still Lack A Basic Estate Plan
April 16, 2021

Covid has been a reality check for many of us: A brutal demonstration that life can turn upside down in an instant, and that no one is invincible. But if you think that knowledge would spur most people who do not…

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rmd
RMD’s Return This Year, More RMD Changes On Horizon
January 13, 2021

Many of the rules governing retirement accounts have changed over the last few years. Now, more changes have arrived or are on the way. Required Minimum Distributions Return In 2021 The Coronavirus Aid, Relief and Economic Security Act, passed in…

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