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Articles Posted in Young Professionals

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Estate planning and DNA implications

What to do with 23 and me? Recent years have seen the rise in ancestry services such as Ancestry.com and 23 and Me. After performing a simple DNA swab, these services provide the subscriber with hereditary and genealogical information that can unlock family history, medical information, and perhaps even long-lost…

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Back to school or college. Check your estate planning documents.

When Packing for Back to College, Don’t Forget Your Estate Plan!  With Back to College season in full swing, students are getting their last-minute packing in—shower shoes, mattress toppers, textbooks. . . the list goes on. But is there something missing from this packing list? According to estate planning attorneys…

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Avoid Intestacy and Probate

Estate planning 101 from the late Tony Hsieh, CEO of Zappos             Tony Hsieh was the CEO of Zappos for over twenty years before retiring and taking up a series of different business ventures. Zappos is an online retailer that deals specifically with shoes and clothing on an international sale.…

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Single parents and estate planning issues

How can a single parent avoid homestead to protect a minor child?             Florida homestead laws are complex, confusing, and enormously important for homeowners with or without an estate plan. Florida homestead law applies to three categories: (1) creditor protection against reaching a primary residence, (2) property tax exemptions and…

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Estate planning, trusts and genealogical services, what you need to know.

What to do with 23 and me? Recent years have seen the rise in ancestry services such as Ancestry.com and 23 and Me. After performing a simple DNA swab, these services provide the subscriber with hereditary and genealogical information that can unlock family history, medical information, and perhaps even long-lost…

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Are you a “Dutiful Child”, who is a caregiver for your loved one? The Florida laws explained.

Florida’s ‘Dutiful Child’ Exception Throughout life, relationships and priorities often change, necessitating amendment to one’s Last Will and Testament to reflect these changes. However, sometimes these testamentary changes raise questions as to the testator’s motivations for the revisions, leading to a will contest. “Undue influence” upon the testator is one…

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Guardianship proceedings – learn the facts and the Florida laws

In November 2021, after Britney Spears’ father, Jamie Spears, was suspended as conservator of his daughter’s conservatorship, a judge finally ruled to end the conservatorship. This decision signaled the end for the restrictive supervision that had been in place since 2008. Back in June 2021, Britney Spears made headlines as…

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Trust Decanting in Florida

Can an Irrevocable Trust be Changed? Trust Decanting under Florida Law You do not have to be a Sommelier to be familiar with the concept of decanting wine. “Decanting”, the pouring of wine from its original bottle into a different vessel – is a technique utilized for two contemporaneous purposes:…

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Cryptocurrencies, Bitcoin and Death

What Happens to my Bitcoin when I die? Estate Planning and Digital Currencies Cryptocurrencies have gained significant popularity over the last decade, appealing to the masses due to their decentralized nature, virtual anonymity, and enhanced security.[1] For Federal income tax purposes, cryptocurrency is treated as property, and longstanding tax principles…

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Do It Yourself Wills in Florida – be very cautious

DIY Estate Planning: Can I Make a Will Myself? While a steady drive towards technology has been growing for decades, the onset of the COVID-19 pandemic tremendously increased our reliance on technology, effectively changing the the way we do nearly everything, including estate planning. Do-It-Yourself (DIY) online services offering legal…

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