Many adults with elderly parents take an active role in their parent's health care. In order to comply with Florida laws and federal privacy regulations, caregivers need to complete two estate planning documents. Properly drafted health care powers of attorney and...
Protecting
Your Legacy
Florida Legal Blog
Trust provisions that can protect heirs
Many Florida residents who have accumulated wealth hope to pass their fortunes down to their children and grandchildren. They are often concerned, though, that the money will be used wisely. One way for a person to ensure that their money they worked so hard for is...
Estate planning in the digital age requires new considerations
Florida residents who are thinking about how to structure an estate plan may be interested in an article detailing some of the issues that come along with the modern focus on digital assets. The article also discusses some steps to take to secure these assets for a...
Trusts facing higher tax rates
Recent tax increases have effected a vehicle that many Florida residents use as part of a comprehensive estate plan. The marginal 39.6 percent rate included in the 2012 tax legislation that is imposed on an individual's income in excess of $400,000 is applied to...
Estate planning for digital assets
In addition to preparing a will to leave instructions for how assets are to be handled after death, Florida residents who are planning their estates should not neglect their digital assets. From online bank accounts to social media profiles, most people handle many of...
Tips for making the estate planning process easy and painless
Estate planning is an important step in everyone's lives as they accrue wealth and get older. Florida residents may be interested in an article that gives tips on making the estate planning process as painless as possible. There are a few major pointers that can take...
Mistakes in Hoffman’s estate plan
Sometimes, the mistakes regarding an estate plan for a Florida resident are not known until death. This is also the case with recently deceased actor Phillip Seymour Hoffman, whose estate planning mistakes may shock his family. Phillip Seymour Hoffman began his estate...
Don’t make these common will mistakes
Most Florida residents are aware of the importance of a will. It's an useful tool in everyone's estate planning arsenal, but oft-made mistakes can cause expensive litigation and family feuds. However, some of these common pitfalls can be easily avoided. Wording that...
Pros and cons of wills and trusts for retired men and women
Residents of Florida who are retired or currently contemplating retirement may be interested to read the details of a recently published article. The article outlines the nature of both wills and trusts, while also highlights the benefits and drawbacks between the...
Intra-family loans can provide numerous benefits
When a Florida parent or other relative wants to help a younger family member financially, an intra-family loan may provide benefits not previously considered. Even though bank loans continue to carry historically low interest rates, the requirements for obtaining one...

