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 […]
Estate planning clients often ask questions about taxes. What will be owed? How are they paid? When are they due? Who must pay them? There are several taxes that apply in the context of estate planning. The most common of these are income taxes, estate taxes (also known as inheritance or death taxes), and gift […]
Most estate planning clients have questions about Trusts. What are they? What are they for? Do I need one? This blog entry will answer some of those questions. By definition, a Trust is a relationship between three persons: The person who creates the Trust, often called the Settlor, Grantor, or Trustor The person who manages […]
It is often said that it is a bad idea to make ‘big’ decisions within the first year after a loved one dies. Unfortunately, that is often easier said than done. Clients typically have important questions that need answers – and those answers can prompt actions that need to be taken. For example, in our […]
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 […]
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 […]
Clients often ask what will happen if they don’t have a Will and other estate planning documents. Creating estate planning documents allows you to make sure things work out the way you want. Of course, many people never make a Will or other estate planning documents. If you don’t create your own documents, Florida law […]
Probate administration is the court-supervised process of identifying, managing, and ultimately distributing your probate assets following your death. This article highlights some of the issues addressed in probate. First, probate administration is generally required only if a decedent left assets subject to probate. Probate assets include real property and personal property owned by a decedent […]