What Happens If Power of Attorney Documents are Rejected?
The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.
How Do I Change My Will?
You don’t want to cause a fight over these items, after your dad is gone.
Estate Planning Essentials for Jacksonville Elderly Parents
Estate planning is a crucial process for everyone. However, it becomes particularly imperative for our elderly parents in Jacksonville especially if you live in a different state and do not see them on a regular basis. When you do have…
New Government Reporting Requirements for LLCs
A new federal law, the Corporate Transparency Act (CTA), which becomes effective January 1, 2024 will impact almost all LLC's and small corporations in the United States. Businesses now have new reporting requirements annually, and these changes may lead to…
Using Living Trusts to Protect Your Florida Business Assets
Florida business owners work hard to build their assets and establish their companies. Therefore, it's essential to ensure that these assets are protected for the business's continuity and the owner's peace of mind. One way of safeguarding these assets is…
The Difference Between Testate and Intestate Probate
Asset distribution is a central task of both “testate” probate and “intestate” probate in Florida. A testate probate is available when someone dies, known as the decedent, and had executed a valid last will and testament. Conversely, an “intestate” probate…
Navigating Estate Tax Planning in Florida
Navigating the intricacies of your financial legacy can be a daunting task. Understanding the nuances of the estate tax and implementing robust estate tax planning strategies can ensure that your beneficiaries enjoy the fruits of your labor without being overburdened…
Is a Joint Trust or Separate Trusts Better for a Florida Married Couple?
Exploring the Best Trust Options for Married Couples When it comes to estate planning for married couples, one critical decision is whether to establish a joint trust or opt for separate individual trusts. This choice can significantly impact how assets…
The Florida Probate Process Explained
Is Probate Bad? Understanding the Probate Process in Florida Probate is a legal procedure overseen by a probate judge that involves the administration of an estate, whether large or small. This process can be intricate and multifaceted, often requiring the…
How Marital Trusts Protect Blended Families in Florida
Navigating Marital Trusts: Securing Your Spouse's Financial Future Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse in a tax-efficient manner, explains Forbes’ article entitled “Guide To Marital Trusts.” With the…