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20 Oct 2011, 1:00 pm
Domestic Asset Protection Trusts (DAPT) have become the latest rage in estate planning and asset protection. [read post]
17 Oct 2011, 12:44 pm
Here is a link to the article I previously mentioned on the Trust Advisor Blog where they interviewed me on my thoughts on Steve Jobs Estate. [read post]
12 Jan 2011, 8:52 am
According to an article in the New York Times, lesbians make about 6% more money than heterosexual women when factors like race, education, profession, location, and number of children are accounted for. [read post]
4 May 2011, 8:23 pm
Florida's Governor is expected to sign a bill that was passed by the Florida Senate on April 29th, 2011 which will apparently retroactively make a charging order the sole and exclusive remedy by which a judgment creditor of a member or a member's assignee may satisfy a judgment from a the interest in an LLC and that foreclosure is not an available remedy in a multi member LLC. [read post]
1 May 2012, 5:16 am
Florida statutes define probate assets as those assets subject to a probate administration. [read post]
1 Jul 2012, 7:10 pm
Although your parents have for years been telling you (and anyone else who will listen) that they are leaving their home to you, if they don't put their words in writing, you WILL NOT get their home upon their death. [read post]
4 Jan 2013, 5:14 am
What happens if I die without a will in Florida? [read post]
2 Apr 2013, 7:40 am
The management of a revocable living trust is intended to be a simple, private, inexpensive matter handled by the Settlor and those people the Settlor chooses, without court intervention. [read post]
15 Jul 2014, 7:53 am
The Florida Supreme Court recently decided the long and costly case of a deceased woman who tried to write her own Will using an online legal form. [read post]
20 Aug 2012, 8:59 am
In Florida a Will does more than you may at first realize. [read post]
10 Aug 2011, 1:02 pm
Even Clark Howard agrees that new parents should take the time to consult with an attorney to have their Will prepared. [read post]
31 Jan 2011, 8:17 am
When you have a blended family or children from different marriages it is very important to have estate planning that deals with the various possibilities. [read post]
14 Aug 2011, 6:09 pm
While most people feel they have to be super rich to use Asset Protection trusts an IPUG™ Trust is a Self-Settled Asset Protection Trust for that makes sense for regular people and offers Medicaid compliance that works in all states. [read post]
29 Apr 2011, 4:28 pm
St. [read post]
19 Apr 2013, 8:46 am
Every trust needs at least one trustee to administer the trust and to carry on its terms. [read post]
30 Jul 2011, 12:51 pm
Don't Ask, Don't Tell (DADT), was adopted by Congress in 1996. [read post]
3 Apr 2011, 7:39 am
Medicaid overhaul has been set in motion in the Sunshine State. [read post]
17 Jan 2011, 7:36 am
As a Jacksonville Attorney at a Florida Estate Planning Firm, I have seen many issues concerning homestead protection in both probate matters and in estate planning. [read post]
16 May 2011, 8:25 pm
If your last parent in Florida has passed away leaving their Jacksonville home, how do you proceed if you want to sell the house? [read post]
5 Jul 2011, 6:03 am
A recent Florida appellate court decision, 2010 WL 4226204, came to the conclusion that if a trust only has a piece of real property as its sole asset and the trust documents provide an intent that the trust give 5% of its annual principal disbursements to the beneficiary, no monies needs to be paid to the beneficiary. [read post]
