Florida Elder Law & Estate Planning Blog


trustee
When the trustee and beneficiaries are siblings, everyone needs to know the ground rules to stay on good terms!
January 18, 2017

Consider this scenario: A parent passes away and one of the decedent’s children, a beneficiary of the trust, takes over because he was named trustee of the parent’s trust. His siblings are also beneficiaries. Since no one in the family…

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Savings Bond
The scoop on U.S. government savings bonds
December 18, 2015

Do you have old paper U.S. savings bonds sitting around? Introduced in 1935, paper bonds were once the go-to gift for weddings, birthdays and other occasions. There are three things you need to know about those old bonds to determine…

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Don’t be insulted, mom and dad: The kids may not want your “stuff”
Don’t be insulted, mom and dad: The kids may not want your “stuff”
April 8, 2015

Our firm’s attorneys are always encouraging clients to get organized and clear the clutter from their homes. Clutter is perilous for seniors. As we age, a fall is more likely to be life-threatening or cause permanent disability. (See prior post…

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Can you disinherit an adult child?.
February 18, 2013

Not all parents enjoy a warm relationship with all their children. I’ve met with many parents – some pained, some resigned, others angry – who have been estranged from their children for years. They may have tried reaching out and been…

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New Florida Durable Power of Attorney Law Effective Oct. 1, 2011
September 26, 2011

Don’t panic:  If you are a Florida resident with a valid Durable Power of Attorney (DPOA) signed before October 1, 2011, it will still be valid after Oct. 1.  You do not need to do anything. You do not need…

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