Zsa Zsa Gabor is one of the latest celebrity deaths to sadden America. The actress passed away at 99 years old and was known for being one of Hollywood’s first stars due to her colorful personality. She was also known for her many marriages and divorces. Gabor married nine times,…
Articles Posted in Estate Planning
Claim of Undue Influence may have Unintended Results
Often we get clients who are interested in objecting to a will because of undue influence. In Florida there is a split of authority over what happens to a previous will when the most recent will is invalidated by undue influence. The results can be very different and may provide…
Estate and Gift Tax Updates for 2017
The American Taxpayer Relief Act of 2012 is still going strong, and there are some changes to the tax code in store for this New Year. For those who are not familiar with the law, this act made the following permanent: the reunification of the estate and gift tax regimes,…
Homestead Protection In Florida
Florida’s homestead protections are renown throughout the country for the great homestead protection laws that protect state residents. These laws are found in Florida’s Constitution and offer key protection in three different ways. The state constitution offers protection from creditors, tax exemptions, and transfer restrictions to protect spouses. Homestead Protection…
Does a Revocable Trust Allow My Assets to Pass Outside of Probate Automatically?
One of the best tools estate planning attorneys in Jacksonville utilize for their clients is the Florida revocable trust. The revocable trust is also known as a living trust. A revocable trust has many benefits including the ability to help individuals avoid probate. However, many people do not realize that…
Keeping Beneficiaries Informed in Florida
Every trustee of a Florida Trust may have a fundamental duty to keep the trust’s beneficiaries informed of the administration of the trust. Florida Statute Section 763.0813 provides that a trustee must keep the qualified beneficiaries of the trust “reasonably informed of the trust and its administration.” The statutes do…
Estate Planning Can Help A Person Prepare for life with Memory Loss
Estate planning is important to prepare for potential memory loss. Studies show that memory loss is one of the most common ailments that an older person experiences as they begin to age. Memory loss is often a sign of early dementia, and those that suffer from dementia may not be…
Florida Case Holds Estate Planning Attorney Must Testify in an Undue Influence Trial
Florida’s 3rd District Court of Appeal held on October 26, 201 that an estate planning attorney must break the attorney-client privilege for deceased client must by testifying in a will contest trial for undue influence. The trial court ordered the attorney to testify, and the attorney refused. The attorney appealed…
Florida Passes Fiduciary Access to Digital Assets Act
In March, the Florida governor approved a new law called the Florida Fiduciary Access to Digital Assets Act, which allows the loved ones of a decedent to access any digital assets he or she may have owned before death. This allows loved ones to access the recently deceased’s text messages,…
How Long Does Florida Probate Take
One question the most frequent questions our Jacksonville estate planning lawyers receive is how long does a probate case in Florida take? Often the best answer to how long a Florida Probate Case takes is “it depends.” The answer usually depends on how vast and complex the decedent’s estate is…