Who are the death beneficiaries for your assets? Many of us forget to keep track of beneficiary designations as time goes by. However, keeping designations current is critical to ensure that the right people inherit your assets. That is why…
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Nothing illustrates a general principle better than a real-life example. In this post we give you the example of Bitetzakis v. Bitetzakis. It demonstrates why your estate planning documents should be created by, and their signing supervised by, an experienced…
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The year 2025 has brought changes to the unified gift and estate tax exemption, and the annual gift tax exclusion. Federal Estate Tax Exemption The federal estate tax is levied on gross taxable estates. A taxable estate includes trust assets,…
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If you are thinking about naming successor co-trustees to administer your trust, you must 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…
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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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