21Oct, 2018

Estate Planning for a Second Marriage in Florida

October 21st, 2018|Estate Planning|

estate planFlorida also has a new equitable distribution statute that went into effect July 1. Even if you own your own house and you marry, your new spouse is entitled to the pay down in your mortgage during the marriage even if you paid it from only your income. And, if the house appreciated they statute gives them an entitlement to that appreciation.

Having already been through a […]

8Oct, 2018

The Florida Fiduciary Access to Digital Assets Act

October 8th, 2018|Estate Planning|

Digital Assets ActSince the Information Age dawned around 1990, a new type of asset gradually moved to the forefront of legal discourse: the digital asset. What began with online diaries has now grown to include entre businesses with no offline presence as well as Bitcoin accounts worth millions of dollars. Traditional Florida probate law was simply not set up with digital assets in mind.

In response to this […]

20Jun, 2018

The Duties of a Trustee in Jacksonville, Florida

June 20th, 2018|Estate Planning|

estate planningTo accept appointment as the trustee of a trust is to undertake a position of great responsibility and significant potential liability. Abuse of these duties can do real harm to beneficiaries as well as violence to the intentions of the trustor who founded the trust in the first place. Trustees should be chosen with care, and their responsibilities should be fully explained to them.

The duties […]

21Mar, 2018

Education Trusts: How Do They Work?

March 21st, 2018|Estate Planning|

Florida’s Dedicated Estate Planning and Education Trust Lawyers

family discussing education trustRaising children has always been expensive. Paying for basic necessities, sports and hobbies, family vacations, and the unexpected events in life quickly adds up. New generations are also faced with the prospect of paying for college, an expense that grows more and more out of hand with each passing year.

Tuition prices have soared over the last […]

28Feb, 2018

What You Need to Know About Gifting and Your Estate

February 28th, 2018|Estate Planning|

multi-generational family at table

Dedicated Estate Planning Lawyers Serving Florida Clients

If you’re planning to use your estate to make gifts in Florida, you need to know about the tax implications of gifting and your estate and how to leave gifts to your heirs and beneficiaries without paying taxes. If you think you will need to use Medicare or Medicaid to pay for your medical or care expenses in […]