Will caveats: one more reason why hiring an attorney is a good idea for estate planning. Will caveats are, basically, objections to a will. For example, let’s say Father dies, leaving his entire estate to his niece. That is awfully nice of him, but it probably won’t make his two…
Florida Estate Planning Lawyer Blog
The Benefits of being a “Reasonably Ascertainable” Creditor
Serving as a personal representative to an estate comes with many rights and obligations (see Chapter 733 of the Florida Statutes). One of those duties, for example, involves contacting creditors of the deceased person and letting those creditors know of the death. Those creditors then have a period of time…
The Importance of Proving Damages in a Tortious Interference Case
At face value, “tortious interference” occurs when someone interferes with some sort of expectation to a level that prompts judicial involvement. It often occurs in a business context, referred to as “tortious interference of business expectations,” and typically involves a defendant who has interfered with another party’s contract expectations. A…
What is a Florida Will and what can will do in Florida?
In Florida a Will does more than you may at first realize. Florida Wills are not just for leaving specific items to specific people. The main function of a Florida will is to provide for the distribution of property owned by you at the time of your death in whatever…
Can you control your heirs from beyond the grave?
The Wall Street Journal ran an interesting article this weekend examining the extent to which gift givers can exert control over their heirs once they are dead and gone. The article reveals several things that might surprise you given the scope of control that can be included in the language…
Florida Disinterment – Digging up the Dead?
As a Jacksonville Estate Planning and Elder Law Lawyer, not much comes as a surprise anymore, not even the few requests for un-burying the deceased. It may sound like a B rated movie, but the reasoning behind the requests I have received are heartfelt and compelling. One family wanted to…
$100 Million Estate Plan and 2010 Estate Laws
If you have more than 1 million dollars or 2 million dollars of January 2013, you may find that part of your estate will be subject to an estate tax of 55% and in some states subject to additional estate taxes and or inheritance taxes. (Florida does not have either…
Free Will Forms can have bad results
On a regular basis we handle probate cases for families where the decedent tried to make their own will or tried to modify it themselves. Below is an example of a will that was created from a form or copied from someone else. While the will was validly signed as…
Important Issues to Consider Before You Sign a Power of Attorney
The following are a list of some critical issues to consider before you make the big decision to sign a power of attorney: Asset Protection – Nursing home costs in Florida can be outrageously expensive. Make sure that you really feel comfortable authorizing your agent to protect your assets from…
ABA Seeks Nominations for Blawg 100 – Support requeted
Dear Reader, The American Bar Association is working on the list of the 100 best legal blogs. If you enjoy this estate planning blog, I would appreciate your support by completing a very short form. Thanks for your support, David