Trust Administration

Will Your Durable Power of Attorney be Effective When Needed?

May 25, 2018 by

When is the Power of Attorney Effective?

In Florida, a power of attorney signed after October 1, 2011, is effective immediately. This means you do not have to be incapacitated for your agent to act on your behalf. This ...

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“Do I Need An Attorney For My Estate Planning?”

March 16, 2018 by

As lawyers who offer estate planning services, sometimes a potential client will ask if they really must use a lawyer to help plan their estate. With the availability of internet searches, a person shouldn’t need a lawyer, right?

No, ...

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Avoid probate by putting your Florida homestead in trust! Right?

July 24, 2017 by

We receive frequent requests to prepare a deed to transfer ownership of one’s Florida homestead to their revocable living trust. The reason for the request is always to avoid having one’s homestead involved in probate.

Before you make the ...

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What Should the Surviving Spouse Do to Avoid Personally Paying Penalties and Interest to the IRS?

March 17, 2017 by

The headline above could have easily read “A surviving spouse is personally liable for payment to the unpaid creditors of her late spouse’s estate.” Here, the unpaid creditor is the IRS.

Federal and Florida laws include priority rules that ...

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