In Florida when a someone dies family members will need to compile a list of important information to deal with the estate. These documents will include what the deceased person owned, a list of their creditors and the amount of money owed at the time of death. To help get…
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…
Because many people move to Florida when they retire, it can make it harder to find family members who have not remained close with their relatives. Section 733.816 of the Florida Statutes is discusses what is to be done when an heir cannot be found. The Florida Statute provides that…
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…
In Florida a spouse can elect to take 30% of the decedent’s elective estate. But what was not answered is what portion of the estate is that 30% applied to? The 5th District Court of Appeal of Florida has answered this question in the case of Paredes v. McLucas .…
If you are a married person in the State of Florida and have not created a Florida Will or Florida Revocable Trust you should fully understand what will happen to your assets when you die. Previously in Florida, if a husband or wife passed away with only children belonging to…
Jacksonville Florida loves its dogs, and this is no truer than at the Law Office of David M. Goldman PLLC where on Friday’s, it’s bring your dog to work day. At the Law Firm, we always wag, we bark, and when necessary we bite. As Florida Estate Planning and Florida…
If you have a Retirement Account in the State of Florida, a recently enacted law will provide your heirs stronger asset protection in Florida. An individual Retirement Account is a form of retirement savings that provides tax benefits to the owner of the account. The account is primarily used as…
When a parent has died in Florida without a will, they have died intestate. Under the Florida intestate succession statutes, an adopted person is considered to be the descendant of the adopting parent and is considered the natural family of all members of the adopting parent’s family. The adopted person…
Probate comes from the root word “to prove”. When someone in Florida has passed away leaving assets in his or her name only, a probate proceeding must be initiated. The first step is “proving” to the St. Johns Probate Judge that the Will you are presenting to him or her…