Florida Elder Law & Estate Planning Blog


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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Debbie Reynolds and Carrie Fisher
Estate of Star Wars’ Carrie Fisher goes to probate because funding neglected
August 15, 2017

Carrie Fisher, daughter of late actress Debbie Reynolds and crooner Eddie Fisher, died from a heart attack on December 27 at age 60. When her mother died the following day, many were not surprised: Fisher and Reynolds had an exceptionally…

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myth
Living Trust: The Basics
July 2, 2017

The living trust, also known as the intervivos trust or revocable trust, is a useful and popular estate planning tool in Florida, and rightly so. Here are some of the key advantages of this versatile legal instrument. And also, some…

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