Florida Elder Law & Estate Planning Blog


Some Assets Do Not Belong In Your Living Trust
May 8, 2022

A trust can be an effective estate planning tool for clients who desire a level of control over their assets. A trust allows you to place various “qualifiers” and incentives on distributions to beneficiaries. You can direct your trustee to…

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probate court gavel
Florida Probate Delays Acute And Causing Hardships For Families
April 24, 2022

It is well-known that the probate process in Florida can be drawn out and cumbersome. That is why so many Florida residents build their estate plans around a revocable living trust, which if properly set up and funded, avoids probate….

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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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homeowners
Check Homeowner’s Insurance Policy After Putting Your House In Trust
April 21, 2021

If you are a Florida resident, having a living trust as the cornerstone of your estate plan can offer many benefits. Among them are probate avoidance, privacy, possible tax advantages, and the ability to set conditions on your heirs’ inheritances….

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fdic
FDIC Insurance Limits On Bank Accounts Titled In The Name Of Your Living Trust
March 21, 2021

The Federal Deposit Insurance Corporation (FDIC) insures bank accounts at participating banks in the event of bank failure. Currently, the FDIC insures up to $250,000 per depositor, per financial institution. But what if you have a bank account that is…

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payable on death account
Payable On Death Accounts: Important Issues To Consider
March 15, 2021

Wouldn’t it be nice to know that your loved ones will get their inheritance from you without the hassles and delay of Florida probate? Most people would – and that’s why probate avoidance is a key element of so many…

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personal property in Florida estate plan
How Floridians Can Pass Tangible Personal Property to Loved Ones
September 29, 2020

For most people, the ultimate goal of estate planning is to promote family harmony. If your family members get along well, you want your plan to encourage more of the same. If they don’t, you want to avoid adding more…

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An Estate Conflict Straight Out of Hollywood
An Estate Conflict Straight Out of Hollywood
April 13, 2020

Here’s an intriguing, somewhat salacious estate planning story straight out of Tinsel Town. It even sounds like a Hollywood movie. Not surprisingly, it involves two marriages, children from both, and of course, big money. Read on and take a break…

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Is Probate Really A Problem?
Is Probate Really A Problem?
July 14, 2019

Floridians are continuously warned about probate. Make sure your family never has to deal with probate court! It’s expensive!  It’s inconvenient! Is all this just hype? Or is probate really a problem? Should you build probate avoidance into your estate…

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