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All About Beneficiary Designations

Beneficiary Designations Explained

Beneficiary designations are a common element in estate plans. We have opportunities to set up these arrangements when purchasing life insurance, setting up retirement plans and bank accounts, and on other occasions. It is a good idea to slow down and think about beneficiary designations. Correctly used, beneficiary designations can be a great convenience that […]

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What You Need to Know About Irrevocable Trust Planning

Irrevocable Trust Planning

As perhaps a universal rule, clients desire to retain the flexibility to change their estate plans. Changes may become desirable as family members are born or die, as estates increase or decrease, as desires and objectives change, and as other life events occur. Irrevocable trust planning refers to a subset of estate plans in which […]

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How Does Divorce Impact Estate Planning?

Divorce Impacts Estate Planning

Divorce is an unfortunate reality. According to the American Psychological Association, about 40% to 50% of married couples in the United States divorce, and the divorce rate for subsequent marriages is even higher. With this in mind, divorce is often an import part of estate planning. Prenuptial and Postnuptial Agreements The first question in considering […]

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What is Domicile and How is it Determined? A 16 Point Checklist.

What is Domicile and How is it Determined?

‘Domicile’ generally refers to where you live – your residence that you intend to keep for the foreseeable future.  Your domicile has legal consequences for tax, probate, asset protection, and numerous other purposes. Domicile issues frequently arise with clients who split their time between Florida and another state.  They are also regular issues when clients […]

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What Else Do I Need to Complete My Estate Plan?

Legal Folders and Files

Often, estate planning clients know they need to have a Last Will and Testament and perhaps even a Revocable Trust. Sometimes, however, they may not realize that they also need other documents to complete their estate plan. The simple reason why multiple documents are necessary is because each document has a separate purpose. The Last […]

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New Law CADRA Provides A Civil Remedy for Hacking and Cyber Fraud

Computer Abuse and Data Recovery Act (CADRA)

On May 14, 2015 Governor Rick Scott signed the Computer Abuse and Data Recovery Act (CADRA) into law. This new law is designed to provide a civil remedy for businesses harmed by unauthorized access to protected computers and includes a safeguard to the owners of the information stored on those computers. The Florida legislature has […]

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Allow Support and Service Animals in Your Community?

Service Animal

The federal and Florida Fair Housing act require community associations to make a reasonable accommodation in its rules and policies regarding animals in the community when the animal is either a Support Animal or a Service Animal. It is important to note the distinction between a Support Animal and a Service Animal. According to HUD […]

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