Florida Elder Law & Estate Planning Blog


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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inheritance trust
An Inheritance Trust Can Keep Your Assets In Your Family
July 30, 2020

Do you have married children? Are you thinking about your estate planning? If the answer to both is yes, one of your goals is probably making sure your hard-earned assets end up with your own grandchildren should your child get…

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Estate Planning For Minor Children
How To Protect Minor Children With An Estate Plan: 5 Tips
July 28, 2020

Do you have an estate plan that protects your minor child if you pass away? It’s essential that you do. If nothing else, this pandemic has demonstrated that no one is immune. Hopefully you will be around a long time…

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The story of two wills, one eaten by the dog
July 8, 2020

The dog ate my homework! That time-worn excuse usually gets an unprepared student an “F”. But suppose Rover isn’t interested in your homework, but in your last will and testament? That could result in an “L” – as in lawsuit. …

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Electronic Wills Come With Perils
March 27, 2020

Electronic Wills Come With Perils Electronic wills became legal in Florida on January 1, 2020.  As we reported in June, the passage of HB 409 allows wills to be created online, then signed, notarized and witnessed without requiring the will maker,…

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With A Do It Yourself Will, They Almost Got Away With Disinheriting a Rightful Beneficiary
With A Do It Yourself Will, They Almost Got Away With Disinheriting a Rightful Beneficiary
December 24, 2019

Online web sites that allow the creation of do-it-yourself estate planning documents have some serious downsides. Among them: making it easier for people with nefarious motives to create fraudulent documents. From Arkansas comes an interesting case that illustrates the danger….

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Abandonment leads rocker to disinherit wife. That won't fly in Florida.
Abandonment Leads Rocker to Disinherit Wife. That Won’t Fly in Florida.
December 9, 2019

Rock’n’roll lost another icon on September 15 with the death of Ric Ocasek. The 75-year-old lead singer of The Cars died at his New York City townhouse from pulmonary and cardiac complications following surgery. Now, there are complications in his…

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Poorly Drafted Last Will and Testament May Disinherit Longtime Companion
September 13, 2019

Here is another, and surely not the last example of the perils of an ambiguously worded last will and testament. This story was reported in the September 7, 2019 New York Daily News. New York City psychologist Jill Morris died in 2016 of…

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Jeffrey Epstein- Heinous Life, Estate Planning Lessons From His Death
Jeffrey Epstein: Heinous Life, Estate Planning Lessons From His Death
August 21, 2019

This is not the forum to discuss the lurid details of the Jeffrey Epstein case. Others are doing a thorough job of that. However, there is one aspect of the saga with direct relevance to our readers: how trusts can…

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Breaking Up With Your High-Tax State Can Be Hard To Do
Breaking Up With Your High-Tax State Can Be Hard To Do
August 10, 2019

Increasing numbers of people are fleeing high tax states for lower-tax environments such as Florida. People have always moved to Florida to escape estate taxes and income taxes, of course. However, the migration has kicked into higher gear of late…

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