The Florida law governing powers of attorney and similar instruments is found in Chapter 709 of the Florida Statutes. The Florida legislature on May 4, 2011 voted to pass Senate Bill 670 which significantly revised Chapter 709. A. Generally A power of attorney is a writing that grants authority to…
Articles Posted in Estate Planning
What is the Difference Between Medicare and Medicaid in Florida?
They sound similar. Unfortunately many people do not understand the differences between the two. Most people think Medicare will “care” for them forever but, that is simply not the case. While Medicare and Medicaid sound similar, they are very different government programs. Medicare provides healthcare benefits for the over 65,…
What is an IPUG Trust?
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. It protects client assets from creditors, predators and nursing homes,…
New Parents Make Plans to have Wills Prepared
Even Clark Howard agrees that new parents should take the time to consult with an attorney to have their Will prepared. A Florida Will allows you to choose who you want to take care of and raise your children, should anything ever happen to both you and your spouse at…
DAP Trust: Dealing with your Digital / Online Rights and Propert Correctly.
Today there is a big hole in most estate plans. Most estate plans do not deal with the property and licence rights that almost all Americans have accumulated with their online lives. What online assets should be concerned with? Email Accounts – Gmail, Yahoo, MSN, Comcast, AOL … Social Networking…
Reason 7 to Make a Florida Estate Plan
Everyone seemed to like our last one (Reason 10)so much we decided to post another of our Reasons to Make a Florida Estate Plan. Please let us know what you think of this one, and if you are the new wife, we apologize
Don’t Die Without Securing Your Estate Planning Documents
Florida residents be advised, not only is it important to consult with a Neptune Beach Estate Planning Attorney about having your Will, Trust, Power of Attorney and other legal documents prepared, but you must make your beneficiaries and heirs aware that they exist. Keeping your important legal, real estate, motor…
Other Jacksonville Estate Planning Lawyer Blogs and related Sites
Over the past several years the Law Office of David M. Goldman PLLC has expanded into several additional practice areas. As these practice areas grown we have been adding staff and creating more informational blogs to help consumers and our clients understand some of the common legal issues. May of…
Using an ILIT For Your Life Insurance Policy in Florida
To hedge our bet against dying and to financially protect our families in the event death happens, we generally have a life insurance policy. This policy becomes part of our estate and can help our family with after death expenses such as funeral costs. You may already have a life…
Foreigners Using U.S. Gift Tax Exemption to Their Benefit
In a recent online edition of Private Wealth, Beth Tractenberg and Kathryn Von Matthiessen discuss the nexus between people from a foreign nation living in the U.S. and the current Gift Tax exemption. The authors first break down the difference between foreigners Domiciled in the U.S. versus those that are…