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Estate Planning

Florida Estate Planning Lawyer Blog

Covers estate planning legal issues, cases, and news with a focus on Florida State Law.
By David M. Goldman

Post Frequency: 7.3/day

Last Entry: April 06, 2020 at 17:05:21

Know Where to Store Estate Planning Documents

Posted on July 24, 2010
Since Florida Estate Planning Documents distribute the wealth you have accumulated over your life and provide your wishes in the event you become incapacitated, estate planning documents are some of the most important documents you will ever sign. Knowing where...

Small Businesses Are Set to Collide With Estate Taxes in 2011

Posted on July 23, 2010
Recently, I have written several blogs concerning the possible federal estate tax increase from zero to 55% in 2011. If Congress?s left and right representatives cannot come to an agreement, the exemption will end at $1 million. This means that...

Florida Asset Protection : LLC issues: Olmstead v. Federal Trade Commission

Posted on July 22, 2010
The Supreme Court of Florida recently had a chance to consider the single member LLC and the charging order protections under Florida Law. As expected by many, the single member LLC is not afforded the protection that a multi member...

Avoid Being Exploited Financially in Florida

Posted on July 22, 2010
As we age, it is very common to lose some of the wits you had when you were younger. Due to the growing number of senior citizens that are falling victim to financial abuse, careful estate planning is a necessity...

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Faith Based Estate Planning

Posted on July 21, 2010
Faith and religion often underlie many decisions an individual makes in regards to their Florida Estate Plan. This realization prompted David A. Straus to write a book entitled Faith-Based Estate Planning: Our Values and Valuables. Straus? book attempts lead the...

Contesting a Will in Florida

Posted on July 19, 2010
Florida Will Contests: Occasionally a family member or friend passes away with a Florida Will that gives less than expected to an heir of the decedent. This situation usually gives rise to an inquiry about a will contest. A will...

FBI finds another case of Foreclosure Fraud

Posted on July 18, 2010
An Indianapolis foreclosure attorney was recently sentenced in federal court to three years probation and almost of 300 hours of community servce for defrauding Citifinancial of thousands of dollars through a foreclosure fraud scheme. While working for Citibank, the attorney...

Jacksonville Estate Planning Lawyer: Update Intellectual Property in Estate Planning

Posted on July 16, 2010
In today?s society, intellectual property rights are rapidly increasing for those individuals that are business savvy and artistically or scientifically talented. Intellectual property rights (aka intangible assets) include patents, copyrights, trademarks, and publicity rights...

Tips for Selecting a Guardian for Your Minor Child

Posted on July 15, 2010
After having a child, one of the first decisions parents should make is deciding who the guardian of the child will be in the event both parents pass away. While many parents may talk about who they wish to take...

Have your Will reviewed under Florida Law and with you change in circumstances

Posted on July 13, 2010
Moving to a new state can often times be a stressful and exhausting process that takes careful planning. It is important to remember to visit a Florida Estate Planning Lawyer during the planning process to review your Florida Will. A...

George Steinbrenner III Dies - Another billionaire in 2010

Posted on July 13, 2010
Today George Steinbrenner, New York Yankees owner, died of a heart attack in Tampa Florida. The Yankees are valued at more than 1.6 billion dollars and have been run by his sons Hal and Hank for almost 2 years. Steinbrenner's...

Know Your Estate Plan and the Tax Consequences of it

Posted on July 12, 2010
With the new estate tax laws that will soon be put in place, more Americans hard by the estate tax. However, there is more to estate planning than simple tax avoidance. Estate planning and Florida Estate Planning is about the...

Has Your Florida Trustee Provided an Accounting of the Florida Trust?

Posted on July 08, 2010
With Florida Trust Litigation on the rise, it is important that trustees preform their duties properly. One of the primary duties of a Florida Trust trustee is to keep accurate records of all acts performed by him in regards to...

Florida Estate Battle Includes Millionaire Dogs and Pet Trust

Posted on July 07, 2010
The stage has been set for a estate contest concerning the estate of Gail Posner. Gail is the daughter and heiress of the late millionaire business executive Victor Posner. In her recent will admitted to probate, Gail left $3 million...

Naming Alternate Beneficiaries in Florida Estate Planning Documents

Posted on July 06, 2010
An alternate beneficiary is a person or entity that you name in your Florida Will or Florida Revocable Trust to receive a gift or devise in the event that the direct beneficiary does not outlive you or is not fit...

Garnishments in Florida

Posted on July 05, 2010
A garnishment is a way of collecting money from a defendant by ordering a third party (usually an employer) to pay money, otherwise owed to the defendant, directly to the plaintiff. Florida is one of the few states in the...

Digital Asset Trust and Picture Sharring

Posted on July 02, 2010
Digital Asset Protection Trust can help preserve your pictures and other website information after you die or if you become incapacitated. Most picture sharing websites promote the freedom to assign ones property rights to another. While all of these websites...

Florida Trusts and Failing to Fund them: It's like having Fireworks and no way to light them

Posted on July 02, 2010
A Florida Revocable Trust which has never been funded does not exist and what ever work has been put into the creation of the trust is often waisted. With some assets the results of failure to fund the trust can...

What a Prenuptial Agreement Can and Cannot Protect?

Posted on July 01, 2010
According to a recent statistic in the USA Today, a poll found that only 4% of married couples in the United States have a premarital or prenuptial agreement. Florida was reported as having one of the country?s worst divorce rates...

Gary Coleman?s Will Contest

Posted on June 30, 2010
During the late 1970?s through mid 1980?s, Gary Coleman became a promising young star on the television sitcom Different Strokes. His character?s catchphrase "What you talkin' 'bout, Willis?? made numerous people laugh during the shows 8 year run. Sadly after...

Florida Estate Planning is Important for Women Too

Posted on June 30, 2010
As generations grow older, more and more women will find that they have significant assets worth giving to others when they pass away. In most parts of the world women have a longer life expectancy and commonly marry older men....

Time is Running Out on the 2 Year Rolling GRAT

Posted on June 29, 2010
Grantor Retained Annuity Trusts are used in the United States to make large financial gifts to beneficiaries without paying a U.S. gift tax. A GRAT is a trust with a specific life or term, usually anything longer than 2 years....

Funding Your Florida Trust

Posted on June 28, 2010
Creating a Florida Revocable Trust is a job that most Florida Estate Planning Lawyers are capable of but the process of avoiding Florida Probate does not end there. Once the Florida Revocable Trust has been created it must then be...

Foreclosure Attorney in Jacksonville Florida

Posted on June 27, 2010
Foreclosure Lawyers in Jacksonville Florida have seen a significant increase in the number of Foreclosure cases in Duval County over the past several months. Many individuals who are currently going through loan modifications are seeing the banks file foreclosure cases...

Lawmakers Considering Billionaire Estate Surtax

Posted on June 25, 2010
According to Forbes Magazine the United States has over four hundred billionaires. Currently, three Liberal members of the Senate are working on a plan that calls for a 10% estate ?billionaire surtax? that would go into effect retroactively. This would...

The Florida Slayer Statute

Posted on June 23, 2010
In Florida, it is a common principle of law that criminals should not profit from their crimes. Therefore, it follows that a murderer should not be able to inherit from the estate of their victim. The most common, but unfortunate...

Choosing Your Florida Personal Representative

Posted on June 22, 2010
Being named the ?Personal Representative? or ?Executor? of someone?s estate under a Florida Will should be a decision made after consider several factors. Although many people may be tempted to name their spouse or one of their children as personal...

Adopted Children Rights in Intestacy

Posted on June 21, 2010
Intestate succession is a statutorily imposed way of passing property to descendants after death. In Florida, an adopted child is treated exactly the same as if he/she was a natural born child of the adoptive parents (mother and/or father). This...

Removal of a Florida Trustee

Posted on June 19, 2010
Florida Revocable Trust are managed by a Trustee who is the person(s), or in some cases entity, that hold legal title to property for the benefit of an equitable title holder. Often the grantor of the Florida Revocable Trustselects the...

Digital Death Day

Posted on June 18, 2010
Digital Death Day is the idea that when we die physically, we may want to decide what happens to our digital profiles and accounts, whether that entails deleting or claiming the information. In the physical world individuals tend to leave...

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