Florida Elder Law & Estate Planning Blog


Student Debt Forgiveness Could Benefit Older Borrowers, Too
October 26, 2022

Young people are not the only ones crushed with student debt. Some older people fall into this category, too. A College Board study reveals that 23% of federal student loan debt is held by those age 50 and up, as…

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Actress Ann Heche Had No Will: Impact On Her Children
September 15, 2022

Updated 9/18/22 The lives of celebrities are always under a microscope. So are their deaths. The latest celebrity to receive such attention is Ann Heche. The 53-year-old actress was in a fiery car crash in Los Angeles on August 5….

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florida pet trust
Florida Pet Trust Protects Fluffy and Fido
September 11, 2022

Over the years we’ve heard about the lavish (some would say excessive) inheritances people have left to their pets. Take Gunther, the German shepherd bequeathed millions by German countess Karlotta Liebenstein, who died in 1992. On this side of the…

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Charles Manson Crime Scene
The Battle Over Notorious Killer Charles Manson’s Estate: Lessons For The Rest Of Us
August 10, 2022

It’s shocking, it’s macabre, but it’s true: The estate of serial killer Charles Manson could be worth a fortune. And there’s a legal battle over who inherits it. Manson left behind assets when he died. He passed away at age…

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beneficiaries
Don’t Let Outdated Beneficiary Designations Spoil Your Estate Plan
August 7, 2022

If you own an asset for which you have named a legitimate death beneficiary, the asset will not go to probate when you pass on.  Your beneficiary will avoid the court and the additional hassles and expenses that go with…

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estate tax portability
Great News For Those Who Missed the Portability Filing Deadline
July 20, 2022

Great news for those who missed the deadline to file for portability: Uncle Sam is giving you a second chance. Portability allows a surviving spouse to claim for his/her own estate any unused portion of the deceased spouse’s unified estate…

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3 Items Your Florida Estate Plan Should Include If You And Your Partner Are Not Married
February 12, 2022

Florida law does not provide unmarried couples with the inheritance protections and automatic decision-making authority it provides to married couples. Even if you are in a longstanding, devoted relationship, from a legal perspective you and your companion might as well…

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Last Will and Testament
Do Handwritten Wills Hold Up In Florida?
January 25, 2022

You have met with a competent Florida estate planning attorney and discussed your situation and your goals. He/she has drawn up a Last Will & Testament for you that meets your needs, fits your financial and family circumstances, and anticipates…

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Estate of James Brown, Godfather of Soul, Finally Settles
December 17, 2021

James Brown, aka the “Godfather of Soul,” died at age 73 on Christmas day in 2006. One of the first 10 inductees into the Rock & Roll Hall of Fame, Brown’s signature songs include “I Feel Good,” “Papa’s Got A…

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What You Must Know About Cryptocurrency In Your Estate Plan
December 13, 2021

An increasing number of our clients now hold cryptocurrency or are considering purchasing it. Cryptocurrency is a “digital asset” – but a digital asset like none other. It requires special consideration so that  (1) it can be passed on to…

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