Jul 1, 2024 | Estate Planning
A common question probate administration attorneys are asked is whether the surviving family members are responsible for the debts of the deceased individual. The short answer is no. This article will provide a more in-depth answer to this question under Florida law...
Jun 12, 2023 | Estate Planning
As most people know, funds distributed from a traditional, non-Roth, Individual Retirement Account (IRA) are subject to income tax, and this also applies to inherited IRAs. Using your IRA to fulfill your charitable goals is often a good strategy both to achieve...
Dec 13, 2021 | Estate Planning
“Life is what happens when you’re making other plans.”– John Lennon Your crystal ball is likely as good as the next guy’s, which is why it is important to have documents in place to ensure you have a say while navigating life as it happens. With that said, you may...
Jun 6, 2019 | Estate Planning
People of all ages need a will, because if you do not have one, the state statutes will decide which family members will receive your assets at your death and that decision should be yours Imagine you are in your late twenties, you have been happily married for five...
Nov 29, 2018 | Estate Planning
When I was young I did not appreciate my father’s insistence on a simple and short name not easily changed into a nickname. In all “legal” documents I have always used my simple first name “Dana.” But now I realize with the Federal Patriot Act...
