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June 25, 2014
On Friday June 13, the U.S. Supreme Court in the case of Clark v. Rameker, proclaimed that an inherited IRA is not an exempt asset for […]
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February 25, 2014
Pet ownership throughout the nation is on the rise and so are the number of pet trusts created each year. Although some pet owners leave tens […]
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February 24, 2012
According to the Humane Society of the United States, every year 400,000 dogs and cats need to find new homes after their owners die. Undoubtedly, this […]
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October 12, 2011
Often, the question arises as to what is necessary to form or amend a revocable living trust. In Florida, there are generally two sets of rules […]
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October 7, 2011
Besides the avoidance of probate fees, one of the primary benefits of using a trust for estate planning is to maintain privacy. It appears that Steve […]
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September 8, 2011
Under Florida Statute § 222.14, the proceeds of an annuity contract issued to a Florida resident are not subject to attachment, garnishment or other legal process […]
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August 12, 2011
Many of us are familiar with the high price of going through the probate process after the loss of a loved one. Court costs, attorney’s fees, […]
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July 15, 2011
As estate planning attorneys, one of the recurring issues we encounter is a lack of knowledge regarding Florida documentary stamp tax and its effect on the conveyance […]
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June 16, 2011
The revocable living trust is an increasingly popular tool in the estate planning attorney’s portfolio. These trusts are useful for avoiding the cost and hassle of probate, as well as […]
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April 18, 2011
Most of the time, people find that the Florida Statutes serve to act as a constraint or limitation on their plans. However, the Florida Uniform Principal […]
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