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Updated:
Effective Ways to Shift Future Appreciation from a Taxable Estate – GRATs and IDGTs
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Updated:
Gifting property during life vs. after death: which is better?
:
Updated:
Designation of Personal Representative
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Updated:
Estate planning and DNA implications
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Updated:
Back to school or college. Check your estate planning documents.
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Updated:
Avoid Intestacy and Probate
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Updated:
Single parents and estate planning issues
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Updated:
Your legal responsibilities as a named personal representative in estate planning documents
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Updated:
Estate planning, trusts and genealogical services, what you need to know.
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Updated:
Are you a “Dutiful Child”, who is a caregiver for your loved one? The Florida laws explained.
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Updated:
Guardianship proceedings – learn the facts and the Florida laws
:
Updated:
Trust Decanting in Florida
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Updated:
Cryptocurrencies, Bitcoin and Death
:
Updated:
Do It Yourself Wills in Florida – be very cautious
:
Updated:
Decanting the Trust – What you need to know
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Updated:
Elective share in Florida – When a wife or life partner (spouse) is not included in a Will
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Updated:
Elective Share – what is it and why should you learn more about it?
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Updated:
Inheriting real estate property in Florida? Here’s what you need to know
:
Updated:
“Step-Up in Basis”, a tax law, is it fading away? What you need to know in 2021-2022
:
Updated:
Guardianship 101 – What you need to know and learn
:
Updated:
Tax planning, Estate planning, Trust documents – Be proactive now and do not regret indecisiveness in 2021
:
Updated:
Handwritten Wills and the Importance of Witnesses – What you need to know because it is complicated
:
Updated:
President Biden’s potential move on Estate Tax – What you need to know now
:
Updated:
Irrevocable Trusts, Revocable Trusts – A guide to understanding in Florida laws
:
Updated:
Elder law, Medicaid planning and Special Needs Trusts: What happens when Medicare will not pay for long-term medical care costs?
:
Updated:
Enforcing a contract to create a Will is complex – read the details
:
Updated:
Florida Homestead Protection 101 – what to know
:
Updated:
Imagine having earned $59 million, being age 38 and having NO control over your money or assets
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Updated:
Real property and wills – Educate yourself on the implications of Probate proceedings
:
Updated:
Your beloved pet “Sploot” is alive and well, so how do we keep that state of calm and relaxation?
:
Updated:
In Florida, if you are going through a Divorce or Family Collaborative law process, ensure to include your Estate planning and Beneficiaries
:
Updated:
What to know under Florida law during COVID-19 – Naming your kids as beneficiaries of life insurance policies
:
Updated:
Can a Beneficiary act as a Witness during a pandemic?
:
Updated:
COVID 19 – Quarantined, who makes medical decisions?
:
Updated:
Quarantined during COVID 19 – How do I get my estate planning documents notarized?
:
Updated:
Quarantined – take the time to review your estate planning documents, joint tenancy agreements and beneficiaries
:
Updated:
Part 2: The Secure Act – Look at your trust, your beneficiaries, and get it reviewed
:
Updated:
Part 1 – The Secure Act (the rules changed very recently for beneficiaries)
:
Updated:
What happens when your chosen beneficiary, heir or personal representative (PR) dies before you do?
:
Updated:
Lack of Testamentary capacity and undue influence – what are the legal standards?
:
Updated:
Four important reasons to update your estate plan and/or your trust documents
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Updated:
In today’s electronic age, can you trust your Personal Representative (PR) to have control of your digital passwords?
:
Updated:
If you are a Personal Representative in an estate, understand the Relation Back Doctrine statute
:
Updated:
Beneficiaries of a Florida based trust – know the law, especially if you don’t live in Florida
:
Updated:
Trust Income, know the Tax laws
:
Updated:
Giving money to a child, a loved one, a relative or a friend – your intentions do matter
:
Updated:
Help mom and dad with estate planning, but know your boundaries under the law
:
Updated:
Paternity in Probate bench court – timing is everything, be aware
:
Updated:
Beneficiaries and fiduciaries, know your entitlements under the law
:
Updated:
Joint proprietorship of real estate and divorce, what happens when one passes away?
:
Updated:
Your pets, your best friend in many people’s homes. Who cares for them post death?
:
Updated:
The Florida Digital Assets Act
:
Updated:
Missing person. Now, what’s next, probate court and the impact of intestacy.
:
Updated:
Contest a Will.
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Updated:
Florida Anti Lapse law, estate planning and potential will contest environments
:
Updated:
Estate planning helps to preserve the rights of our elders or special needs persons and addresses guardianship head on
:
Updated:
How to identify elder exploitation or breach of fiduciary responsibilities of a Power of Attorney
:
Updated:
Charitable trusts help to reduce estate taxes, learn more
:
Updated:
Florida Supreme Court brings clarity to Attorney-Fiduciary privilege (different from the attorney-client privilege)
:
Updated:
Bitcoin, crypto, blockchain, tokenpots, coin plus, ether pay and Estate planning in 2018
:
Updated:
Proactive Wills
:
Updated:
Our farmers are at high risk
:
Updated:
The power of giving and altruism in estate planning
:
Updated:
Arbitration and Estate Planning – Decisions made final
:
Updated:
Will contests in probate court, a recent Florida law update
:
Updated:
Lack of Testamentary Capacity, know the expectations of undue influence
:
Updated:
As a business owner, react or act – probate court expenses
:
Updated:
Elder financial exploitation, Trust litigation and Undue influence
:
Updated:
Voluntary and Involuntary transfers of a beneficiary’s interest(s)
:
Updated:
Family law implications under the 2018 Tax Bill
:
Updated:
2018, Moving forward with the new Tax Bill
:
Updated:
Guardianship, FL law explanation
:
Updated:
Irrevocable Trusts, one tool in an estate planning tool box
:
Updated:
A Will seems simple, but when executed, it can be a rocky road
:
Updated:
Ademption, knowing what is not part of your estate
:
Updated:
Legal Capacity
:
Updated:
Probate litigation and Attorney-client privilege
:
Updated:
Will Florida raise the Homestead Exemption in 2018, a reader’s guide before you vote.
:
Updated:
Home health care owners and operators, be smart
:
Updated:
Incapacity and marriage, the role of guardianship court
:
Updated:
If you cannot make your own healthcare decisions and have no estate plan, see the list below, as Florida will direct you
:
Updated:
Recent Florida Supreme Court case law update – Hess v. Patrick
:
Updated:
May 2017 District Court of Appeals decision impacts Alimony creditors – a blend of family law and estate planning law
:
Updated:
Prince, George Michael and Carrie Fisher; Estate Planning 101, what are we learning?
:
Updated:
Do you know an elderly neighbor who is being abused? Get help.
:
Updated:
Your estate and assets, make sure you know what actually counts for your beneficiaries under Florida laws
:
Updated:
Taxes and gifting, estate planning makes a huge difference
:
Updated:
Pooch and kitty cat, life’s best friends! Estate planning for pets
:
Updated:
Capacity and Wills: How to avoid litigation from family members, beneficiaries and creditors
:
Updated:
Use of Homestead Property and the impact on estate administration
:
Updated:
Homestead sale profits in Florida, a recent court decision
:
Updated:
Same Sex surviving spouses, a recent Florida law change
:
Updated:
Homestead protection in Florida
:
Updated:
Divorced?, Now Single?, New Marriage? Your written estate plan must reflect your desired intentions for beneficiaries
:
Updated:
A decedent dies but has unpaid child support – What happens legally?
:
Updated:
Elder Abuse is a crime, even subtle financial exploitation
:
Updated:
Getting hitched in Florida has it’s advantages inside probate
:
Updated:
How Pre-Nups and Probate Court engage
:
Updated:
Is Time really on your side when serving as a Trustee?
:
Updated:
Bang Bang – Pop goes the gun!
:
Updated:
Probate Court and Family Court collide
:
Updated:
Major Life Changes? Get your estate plan dusted off, reviewed and updated
:
Updated:
International Wills and Estate Planning
:
Updated:
All life’s journeys and stories eventually end, even iconic novels
:
Updated:
Probate, Creditors and Technology – Are you Aware?
:
Updated:
Guardianship Law in Florida – What’s Current? Very Important Updates
:
Updated:
What is your plan for the “What if” in life?
:
Updated:
FIRPTA – Be Aware!
:
Updated:
Trustee Acting Squirrely?
:
Updated:
Does ingesting medical based pot make you incapable of creating a will or trust?
:
Updated:
Settlor’s, Trustee’s and Beneficiary’s – Meet your “Jedi Knight”, Trust Protector
:
Updated:
B.B. King, a music legend – Undue Influence and Capacity in real life
:
Updated:
Personal representative designation in Last Will and Testament – Convicted Felons
:
Updated:
When Wills mean Business
:
Updated:
What Happens when one Executes a Will in Two Different Countries, with Different Beneficiaries?
:
Updated:
Qualifying as a Personal Representative in Florida
:
Updated:
Adult Adoptions as an Estate Planning Tool
:
Updated:
The Truth about Living Trusts
:
Updated:
Supplemental Needs Trusts: Providing for Your Special Needs Beneficiary While Preserving His or Her Public Benefits
:
Updated:
Unintended Consequences: How Not Having an Estate Plan Will Affect Prince’s Legacy
:
Updated:
Florida Passes the “Florida Fiduciary Access to Digital Assets Act”
:
Updated:
Challenging Estate Plans: Modification of Sumner Redstone’s Estate Plan Prompts Allegation of Mental Incapacity
:
Updated:
Florida Looks to Become the Preferred Destination for Family Trust Companies
:
Updated:
A Life Estate Explained
:
Updated:
Are You Widowed? You Need To Plan Your Estate Too!
:
Updated:
What All Realtors Should Know When Representing a Foreign Buyer
:
Updated:
David Bowie’s Estate Planning Guarantees Empire is Left to His Family
:
Updated:
New Year, New Estate Planning Tips
:
Updated:
One of My Relatives Passed Away, Do I Have to Pay Their Debt?
:
Updated:
Planning for Incapacity: Planning for When You Can No Longer Plan
:
Updated:
The Role of the Personal Representative in an Estate
:
Updated:
Valuable Estate Planning Lessons Can Be Learned from Lamar Odom’s Health Scare
:
Updated:
Ensuring the Validity of Your Last Will and Testament
:
Updated:
New Digital Estate Planning Application Demonstrates the Importance of Estate Planning
:
Updated:
Tom Benson’s Family Feud Highlights Avoidable Estate Planning Issues
:
Updated:
How Can I Challenge a Will in Florida?
:
Updated:
Estate Planning Is for Young Adults too
:
Updated:
Six Estate Planning Mistakes Made by High-Net-Worth Individuals
:
Updated:
Create a GRAT Before Interest Rates Rise
:
Updated:
Estate Planning Tips for Same-Sex Couples in the Wake of Obergefell
:
Updated:
May I disinherit my spouse?
:
Updated:
What Same-Sex Couples Should Know About Estate Planning in Florida
:
Updated:
Getting Remarried? Do Not Forget to Update Your Estate Planning Documents
:
Updated:
Creating a Valid Will in Florida
:
Updated:
Step-Children and Inheritance Rights
:
Updated:
Protecting Your Online Accounts After Death
:
Updated:
Why Would You Need a Revocable Living Trust in Florida?
:
Updated:
Tips to Avoid Common Pitfalls in Estate Planning
:
Updated:
What Happens to Your Facebook Profile After You Die?
:
Updated:
When Does Power of Attorney Terminate in Florida?
:
Updated:
Estate Planning Ambiguities: What Robin Williams’ will contest teaches us about creating high-value trusts
:
Updated:
Removing a Personal Representative in Florida
:
Updated:
Minimizing the Private Information Revealed in Probate Documents and Probate Proceedings
:
Updated:
ESTATE PLANNING FOR FOREIGN EMPLOYEES: Smoothing the Transition
:
Updated:
2014 LEGISLATIVE SESSION: Alignment of the Antilapse Provisions of the Floirda Trust and Probate Codes
:
Updated:
LONG TERM CHARITABLE GIVING: The Charitable Lead Trust
:
Updated:
The Reasons We Give
:
Updated:
Do You Have a Claim for Tortious Interference With an Expected Inheritance?
:
Updated:
Do Not Forget Your Digital Assets in the Cloud
:
Updated:
Giving Art
:
Updated:
CONTESTING A WILL
:
Updated:
Insuring Your Final Wishes Through Proper Estate Planning
:
Updated:
Planning for Old Age
:
Updated:
CS/HB 635: The Florida Legislature Updates The Florida Guardianship Law
:
Updated:
“Support Trusts” Under Florida Law: What’s a Trustee to Do? (Part III)
:
Updated:
“Support Trusts” Under Florida Law: What’s a Trustee to Do? (Part II)
:
Updated:
“Support Trusts” Under Florida Law: What’s a Trustee to Do? (Part I)
:
Updated:
The New Revolution of Trust and Estate Planning – Social Networking
:
Updated:
Estate Planning: Don’t Do It Alone
:
Updated:
CREATIVE CHARITABLE GIVING – BEYOND CASH DONATIONS
:
Updated:
The Blind Side: Former South Carolina Gamecock Coach’s Children Claim Undue Influence in Probate
:
Updated:
Switched at Execution: Don’t Let It Happen to You
:
Updated:
Mediating Contested Probate Matters
:
Updated:
Life Insurance Reality Check
:
Updated:
Key Requirements of Will Creation
:
Updated:
Parenthood from the Beyond
:
Updated:
Common Mistakes in Florida Wills
:
Updated:
Do You Know Who Your Descendants Are?
:
Updated:
The Consequences of Do-It-Yourself Wills
:
Updated:
Getting the Most Out of Homesteads in Florida
:
Updated:
Avoiding the Claim of Undue Influence in Florida Probate Proceedings
:
Updated:
Death, Taxes, and Tony Soprano
:
Updated:
Recognition of Foreign Judgments in Probate Proceedings
:
Updated:
A Surviving Spouse’s Right to the “Elective Share” in Florida
:
Updated:
Transferring Title of a Decedent’s Vehicle Under Florida Law
:
Updated:
Unfortunate Death of Real Estate Developer Can Teach Lessons for the Future
:
Updated:
How to Execute a Power of Attorney—Without a Signature
:
Updated:
In Florida, You Cannot Manipulate a Trust with an Adult Adoption
:
Updated:
Fiduciary Duty of the Personal Representative of an Estate
:
Updated:
Do Florida Courts Have Jurisdiction Over Foreign Trusts?
:
Updated:
DOMA’s Impact on Floridians
:
Updated:
Florida 5th District Court of Appeals Upholds Spendthrift Trusts as Constitutional
:
Updated:
Estate Planning for Same-Sex Couples Post-DOMA
:
Updated:
How Should an Estate Executor Manage the Clothing and Personal Effects of a Decedent in Florida?
:
Updated:
Did a hospital coerce a reclusive copper heiress to give away part of her $300 million dollar estate?
:
Updated:
Benjamin Franklin’s dire assessment of life’s certainties proves true yet again.
:
Updated:
Is Your Business at Risk?
:
Updated:
Can Miami-Dade County Legally Create the Popular “Pets’ Trust” Initiative?
:
Updated:
The Importance of Updating Named Beneficiaries
:
Updated:
Isn’t it Ironic (Don’t you think)?
:
Updated:
Simultaneous Death Laws in Florida
:
Updated:
Severing Estates by the Entirety in Florida
:
Updated:
United States v. Windsor Part II: The Constitutionality of DOMA
:
Updated:
United States v. Windsor Part I: The Case and the Court’s Jurisdiction
:
Updated:
Tax Considerations for Gay and Lesbian Couples Before and After DOMA
:
Updated:
Should Pre-Death Will Contests Be Permitted?
:
Updated:
Estate Planning for Florida Same Sex Couples
:
Updated:
A Lesson from Glenwood Gardens: Know the Policies of You Elder Care Facility
:
Updated:
Costs and Attorney’s Fees for Probate Proceedings under Florida Law
:
Updated:
Alternative Dispute Resolution in Probate
:
Updated:
Estate Planning and Homestead in Florida
:
Updated:
With Low Interest Rates for June, Now is the Time to Think About Establishing a Charitable Lead Trust
:
Updated:
Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 2
:
Updated:
Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 1
:
Updated:
Who Owns Items Bought with Money from a Joint Checking Account?
:
Updated:
The Rights of the Alleged Incapacitated Person
:
Updated:
Removing a Non-Tenant from Estate-Owned Property
:
Updated:
Examining Committee – Rights in Guardianship Cases
:
Updated:
The Procedure for Appointing a Legal Guardian
:
Updated:
Disclaiming an Inheritance
:
Updated:
Litigation Over Trust Accountings
:
Updated:
Who is an Heir under Florida Law?
:
Updated:
A Lesson from Sir Peter Ustinov: The Importance of Maintaining a Current Will
:
Updated:
Refusing to Appoint a Named Personal Representative
:
Updated:
Settlement in Guardianship Litigation
:
Updated:
Making Remittances to Cuban Nationals
:
Updated:
Florida’s Pretermitted Spouse Statute
:
Updated:
What Happens When Nobody Can Find Your Will
:
Updated:
The IRS and Your Lottery Winnings
:
Updated:
Planning for a Loved One with a Disability: Special Needs Trusts
:
Updated:
Can settling your probate case provide you with a tax break?
:
Updated:
How the New Investment Income Surtax Affects Estates and Trusts
:
Updated:
Self-Settled Trusts and Using Multiple Jurisdictions to Protect Your Assets
:
Updated:
Deathbed Marriages
:
Updated:
The New Risk of Being an Executor: Watch Out for Unpaid Taxes
:
Updated:
Acquisition of Property by Minors
:
Updated:
Florida’s Antilapse Statute
:
Updated:
Serving as Personal Representative of an Estate: What is a “Reasonably Ascertainable” Creditor?
:
Updated:
The Digital Age and Wills, Social Media and Licenses After Death.
:
Updated:
Supreme Court Denies Survivor Benefits to Posthumously-Conceived Florida Twins
:
Updated:
Tortious Interference with Inheritance
:
Updated:
Revocable Trusts
:
Updated:
Foreign Persons and Florida’s Homestead Exemption
:
Updated:
Removing a Personal Representative
:
Updated:
The Impact of FATCA on Foreign Trusts and Estates
:
Updated:
Trust Decanting
:
Updated:
Pet Trusts
:
Updated:
Dependent Relative Revocation
:
Updated:
Non-Citizen Spouses and Estate Planning
:
Updated:
Handwritten Wills
:
Updated:
Automatic Nullification of Certain Non-Probate Assets after Divorce
:
Updated:
Trust Modification by Beneficiaries
:
Updated:
Damages in Conversion and Tortious Interference with Inheritance Cases: Proving ‘Millions’ Not Enough
:
Updated:
Securing a Safe Deposit Box After A Relative Passes
:
Updated:
What if a family member passes and we can’t find the will?
:
Updated:
Medicaid Estate Recovery
:
Updated:
Stand-Alone Special Needs Trust for Children with Disabilities
:
Updated:
E-Z Legal Form Leads to More Legal Fees
:
Updated:
Including Vacation Homes in Your Estate Plan
:
Updated:
Legal Name Changes
:
Updated:
Do I need to create a trust if I already have a will?
:
Updated:
Notice to Creditors
:
Updated:
Strictly Adhering to the Terms of an Estate Planning Document
:
Updated:
Lottery Winners and the IRS
:
Updated:
Retired? How you can use a LLC and FLP in your Estate Plan
:
Updated:
Estate Planning with Artwork
:
Updated:
A Cruise Ship Accident and Death at Sea
:
Updated:
Estate Planning for Same Sex Couples
:
Updated:
Lost or Destroyed Wills
:
Updated:
What Control Does a Personal Representative Have Over Assets Held in a Professional Association?
by Admin
:
Updated:
Fees For Guardianship Services
:
Updated:
Trustee Duties
:
Updated:
Who Needs a Durable Power of Attorney?
:
Updated:
Living Wills in Florida
:
Updated:
What is the proper venue for probate proceedings?
by ktlaw4
:
Updated:
Non-judicial Settlement Agreements for Trust Disputes in Florida
:
Updated:
Charitable Trusts in Florida
by ktlaw4
:
Updated:
Rules of Construction for Trusts and Impact of Florida Law
:
Updated:
Duties of a Personal Representative in Florida
:
Updated:
Can a spouse be unintentionally disinherited in a will in Florida? – Pretermitted Spousal Rights
:
Updated:
Procedures to Determine Incapacity in Florida
by ktlaw4
:
Updated:
Is a step-child considered a lineal descendant in Florida?
:
Updated:
Amendments to the Florida Probate Code
:
Updated:
Florida’s Simultaneous Death Law
by ktlaw4
:
Updated:
So what exactly is a “sound mind” in Florida?
:
Updated:
Abatement of Devises in a Will to Satisfy Claims Against an Estate in Florida
by ktlaw4
:
Updated:
Beneficiaries’ Rights to see Contents of a Will
:
Updated:
“Miss Me?” – Can the Estate of a Missing Person be Probated under Florida law?
by ktlaw4
:
Updated:
Revocation of Wills Under the Florida Probate Code
:
Updated:
The Advantages and Disadvantages of Referencing Separate Writings Containing Tangible Personal Property in a Will in Florida
by ktlaw4
:
Updated:
Can a Child be Disinherited from a Will in Florida?
:
Updated:
Florida’s Elective Share
by ktlaw4
:
Updated:
Surcharge of Personal Representative
:
Updated:
Access to Decedent’s Safe Deposit Box
by ktlaw4
:
Updated:
Payment of Expenses and Claims for Intestate Estate
by ktlaw4
:
Updated:
Opening an Intestate Estate
:
Updated:
Florida Self-Proving Wills
by ktlaw4
:
Updated:
Summary Administration of Wills in Florida: The Pros and Cons
by ktlaw4
:
Updated:
Rights and Duties of Creditors Under Florida Law
:
Updated:
TIME PERIOD FOR FILING AN OBJECTION TO A WILL
:
Updated:
Is a no-contest clause in a will enforceable in Florida?
by ktlaw4
:
Updated:
Methods to Attack a Will
:
Updated:
Compensation of a Personal Representative in Florida
by ktlaw4
:
Updated:
Personal Representative’s Duty to Search for Beneficiaries of an Estate
by ktlaw4
:
Updated:
Reopening an Estate In Florida After Being Closed By the Court
:
Updated:
Individual Liability of a Personal Representative in Florida
by ktlaw4
:
Updated:
Qualifications of a Personal Representative in Florida
by ktlaw4
Florida Probate Litigation Lawyer Blog
