The Napa Valley Register has a story of how a family vineyard was hurt by not planning properly for estate and death taxes. While this has not been a major concern this year with few states having death taxes and none at the federal level, this is about to change…
Florida Estate Planning Lawyer Blog
Unlicensed Contractors Can’t Enforce Agreements
The 3rd DCA recently ruled that a contractor who enters into a contract with a company to install a satellite system was not able to enforce the contract because the contractor was not a licensed electrical contractor and as such the contract was unenforceable Under Florida Statute 489.532. In Florida,…
Forbes reports that 60% estate tax rate could be around the corner
Ashlea Ebeling with Forbes is reporting that next years estate taxes could be as high as 60% for some. This title is misleading because the maximum estate tax will be 55%. She gets 60 percent by adding the max rate of 55% plus the 5% surcharge for assets between 10…
Estate Planning Update: New Changes to Florida Homestead
Starting October 1, 2010, if you die in Florida your spouse will be able to elect to take the traditional life estate in your homestead that is separate property or a 1/2 interest in the property. While this does not effect many Floridians, it does effect many who got married…
Florida Estate Planning Procedure
Estate Planning Procedure We make it easy and affordable to obtain professional legal advice by offering complimentary consultations for your Florida estate planning needs with a Jacksonville Estate Planning Attorney. Once you’ve decided to implement your Florida estate plan, your documents will often be ready in less than two weeks.…
Do-It-Yourself Wills: Good or Bad
While most articles seem to be nothing more than a press release from Legal Zoom or Quicken, Deborah Jacobs seems to really examine the issue. Check our the Forbes.com article on some of the Pitfalls of Do-It-Yourself WIlls
When can Notice to the Creditors Be sent
Creditors only have 90 days to file claims in a Florida Probate once notice has been published. For this reason it may be beneficial to publish notice as soon as possible. Unfortunately, you can only publish notice once a Personal Representative has been appointed. If there is a dispute about…
Florida Constitution can protect two Florida Homes as Homestead
The Homestead Exemption in Florida, which was established in the State’s Constitution, has always provided for the protection of the Family home free from creditors and liens. In 1985 the Constitution was amended to extend the protection to the “natural person” and not necessarily having to be the head of…
Pre-Validation of Wills and Trusts Before You Pass Away
Over the past summer, Alaska has become one of a few states to allow pre-validation of a will. The state legislature also took the law a step farther and allowed trusts to be validated by the grantor before they pass away. In order to explain the new process it is…
Rite Aid Settles with HIPAA for Privacy Violations
A recent article by Tanya Roth reveals some shocking truths about our local drug store. Rite Aid is being held accountable for their employees’ actions after an investigation by the Office of Civil Rights (OCR) revealed privacy regulations were not followed. The chain of drugstores has reached a settlement with…