In previous blog entries, we’ve discussed the use if a “separate writing” in Florida estate planning. A person may refer to a separate writing in his or her Will or Trust. The separate writing allows a person to gift their personal property such as jewelry, furniture,...
If this is the year you finally put an estate plan in place, good for you! It’s an important endeavor that requires a lot of careful thought – and legal guidance. One thing that too many people who try to rush through the process and just get something in place forget...
In Florida estate planning, a commonly used and helpful tool is what is known as the “separate writing.” This is a document referred to in a Will or Trust which designates the recipients of certain items of tangible personal property (like jewelry, furniture,...
When you are working on your estate plan, you may realize that there are many ways to protect your assets and those you care about. With so many legal options, it can feel confusing and hard to know which documents you do or don’t need. There are several documents...
No matter what your age or stage in life, if you are the owner of a successful business, a well-crafted business succession plan should be a priority. Without this vital document in place as a blueprint to preserve business continuity, your business could suffer major...
This blog discusses the major issues which arise upon entering into a Post-Nuptial Agreement in Florida. As a preliminary matter, you must understand that upon entering into such an Agreement, your spouse and you are waiving, or at least modifying, certain rights (and...
For many first-time drivers, the interstate feels like the most dangerous and chaotic place to drive. From the very moment that they descend the on-ramp and try to merge into traffic, they feel like they're about to get in a car accident. But is this actually true?...
When working with clients, we are often asked who can serve as agent under their Durable Power of Attorney. Often the reason for the question is that they want to know if a nonresident of Florida can be designated. The short answer is that a nonresident person can be...
At times, estate planning issues such as inheritances can be a significant source of conflict. While planning for what happens in the event of your death can be a daunting prospect, it may also bring peace of mind to both you and your loved ones. Having a solid...
In many states, there is a document called a health care power of attorney. This document gives an agent the power to make medical decisions for someone who is incapacitated. In Florida, this same document is called a designation of health care surrogate. The form for...