As a Jacksonville Beach Estate Planning Attorney I have heard countless stories of trustees who have been entrusted to administer, distribute, and account for trust funds to family members and beneficiaries . . . who DON’T! Sad but true, the death of a grantor, trustor, or settlor of a trust…
With the current Gift tax exemption at 5 million dollars + 13,000 per person per year, many people are not concerned about making gifts or the taxes. It is important to remember that unless a gift tax return is filed with annual gifts to an individual exceed $13,000 there could…
The estate tax exemption has increased to $5 million dollars for the years 2011 and 2012. Why would this effect you? Many Florida Wills are drawn up to distribute your spouse’s assets to your children in an amount equal to the federal exemption amount, and the remainder of the assets…
I would like to thank everyone who voted for us. We were selected on of the Top 25 Estate Planning Blogs of 2011. Now LesixNexis is selecting the top estate planning blog of the year and you still have the opportunity to vote for us one last time. Even if…
Medicaid overhaul has been set in motion in the Sunshine State. A Florida State Senate committee recently approved a controversial proposal that would hand over a large part of the Medicaid program to managed-health care plans. The full Florida House is expected to pass its version of the Medicaid changes…
If you live in Jacksonville Florida and have a same-sex partner, written, legal documents are what is needed to not only provide for your life-partner, but to leave something to the loved ones in your life. There are many gay and lesbian couples who do not have their own children,…
Florida’s Constitution severely restricts a judgment creditor’s ability to place a lien on, and force the sale of the homestead property. The purpose of homestead protection is to protect the family home from all but a few qualified creditors. To qualify as homestead property, the property must be owned by…
We have been ranked #1 among estate planning professionals in Jacksonville by thumtack. Estate Planning Services – Jacksonville
Florida Statute 222.15 – Wages or unemployment compensation payments due deceased employee may be paid spouse or certain relatives. (1) It is lawful for any employer, in case of the death of an employee, to pay to the wife or husband, and in case there is no wife or husband,…
[Florida Probate: The court supervised process of gathering the deceased person’s assets and distributing them to their beneficiaries.] You know the importance of having your last will and testament prepared. -You’ve heard those ads telling you to prepare your will yourself.-You think that having an attorney prepare your will is…