As a Jacksonville elder law attorney we often run across phone scams that target the elderly. Besides the typical IRS and credit card scams the Department of Elder Affairs is warning Florida residents to watch out for scam artists who are allegedly making calls pretending to be the Department or…
Florida Estate Planning Lawyer Blog
Does the Ladybird Deed Enjoy Homestead Protection?
A Florida Ladybird deed has become one of the increasingly most used estate planning tools by the some of best Jacksonville estate planning attorneys. One common questions we receive at our Jacksonville estate planning law firm is how the Ladybird deed works under Florida’s current homestead protections. In Florida, a…
Who can make burial arrangements in Florida?
One question the top Jacksonville elder law and estate planning attorneys often receive is who can make burial arrangements in Florida. Does it have to be the next of kin, or can any family member or interested party make funeral arrangements? Another similar question we often receive is what happens…
Ponte Vedra Trust Lawyer Interview
I have recently become acquainted with a bank who does business very different than traditional banks. As we do Trust funding for many of our estate planning, elder law, and asset protection packages, we have the opportunity to interact with many banks around the area. One of the recent banks…
How to Correct a Death Certificate in Florida
Correcting a Death Certificate in Florida We often receive calls about how to correct a Florida Death Certificate in relation to filing a Probate case in Florida. Correcting a Florida Death certificate is done through Florida Vital Statistics which can be reached at: DEPARTMENT OF HEALTH Bureau of Vital Statistics…
Remarriage Protection
Remarriage Protection Many lawyers proclaim to have remarriage protection in their estate planning documents, but few estate plans deal with these issues completely. A traditional trust that deals with remarriage will include language that permits or limits the surviving spouse rights to benefit in the event of future marriage. While…
Prince – Estate planning
Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world. What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan, which could have huge ramifications for his…
Foreign Wills: Are they valid in Florida?
Foreign Wills: Will a Florida Court recognize them? The world is becoming a more global community and with that means the United States has seen an increase in the amount of foreign-born individuals living, visiting, and investing in the U.S. economy. For instance, 12 percent of residential home purchases in…
Trust Funding
Trust Funding Trust funding is one of the most important aspects of an estate plan or asset protection plan. Attorneys, and clients, hear so much about trust funding, but rarely is it truly understood or implemented properly. Given how important trust funding is, it is a wonder why most estate…
Sandwich Generation
Sandwich Generation “The Sandwich Generation” is an interesting phenomenon occurring in the estate planning world. The term was coined to refer to the group of adults in the world today that must juggle the responsibilities of caring for their own families, including children, along with the responsibility of caring for…