Category archives: Florida Statutes
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1 month ago
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We're often asked by clients how they can make sure that important health care and financial decisions are made in accordance with their wishes if they are not able to express them for themselves. Our answer is that they can have peace of mind by selecting a trusted person, or persons, and signing A... [read more]
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7 months ago
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According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means that there are no specific provi... [read more]
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7 months ago
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One question we are asked regularly by our clients is how they can make sure that their health care wishes are respected and adhered to regarding medical treatment for a terminal condition or end-of-life situation. Our answer is that creating a Living Will that follows Florida Statutory guidelines, ... [read more]
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9 months ago
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A question we're often asked by clients is if they need to use an Attorney for a Trust Administration. A Trust Administration is a formal process managed by the Trustee of the Trust. The Trustee has a fiduciary relationship with the beneficiaries of the Trust. It is essential that the terms of a tru... [read more]
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10 months ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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1 year ago
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We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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1 year ago
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A question we are asked regularly by new and potential clients is how they can prepare for a meeting with one of our Elder Law Attorneys. Our answer is: first, think about your goals, and identify what you'd like to accomplish; second, generate a list of any questions you'd like the attorney to answ... [read more]
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1 year ago
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We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available. Our answer is that as in addition to staying current with all relevant Florida Statutes that may affect our clients and their fam... [read more]
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1 year ago
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We are often asked by clients if they need a new Will when moving from another state. We briefly address this important concern in our video, Do I need a new asset protection plan, trust, or will if move to a new state?. Our longer answer is that a valid Will which was properly drafted, signed, and ... [read more]
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