What is the SECURE Act? The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed by President Donald Trump on December 20, 2019 to address some fundamental aspects of the retirement savings system. The Act is considered to be one of the most impactful pieces of legislation affecting retirement accounts in decades. […]
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WHAT IS A FLORIDA LIVING WILL? A Florida living will is an advance directive that makes clear your wishes regarding life prolonging measures. For the Florida living will to be used, you first must be in either a persistent vegetative state, end-stage condition or terminally ill with your physicians in agreement that there isn’t more […]
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WHAT IS A MEDICAL POWER OF ATTORNEY? The medical power of attorney is known as a designation of health care surrogate. This is an extremely important document since it is going to authorize the chosen individual(s) to act on your behalf in a time of medical emergency. You are authorizing this individual to review your […]
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WHAT IS ESTATE PLANNING? Estate planning is the process of planning ahead for the management of your assets in the event that you become incapacitated or for the management and/or distribution of your assets after you pass away. The most popular planning devices are going to be the last will and testament (“a will”) and […]
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Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, or “titled,” is necessary because this determines the extent of control you have over your real estate, how susceptible your property is to creditors, and what will happen […]
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The top 3 reasons most clients wish to avoid probate are: It is time consuming. The probate process can take anywhere from 6 to 12 months. This means that during that time your beneficiaries are unable to receive their inheritance. Instead the assets held in the estate are subject to potential creditor claims and will […]
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WHAT IS PROBATE? Probate is a court process where a Judge is involved in determining what the decedent owned at their death, who the proper beneficiaries are that stand to inherit the decedent’s assets and getting these assets from the decedent’s estate to these beneficiaries. This is a simplified definition and unfortunately the probate process […]
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With 2020’s arrival I wanted to make clear my commitment to you: moving forward our legal blog will be written in a way that is easy to digest and more enjoyable to read. If you’re anything like me then you likely don’t take the time to read through an entire blog unless the information is […]
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When you are younger and thriving in your career and/or family, it can be difficult to imagine a time when you can no longer earn a living or even manage your own basic affairs. However, it is important to recognize that events can happen at any time – and any age – that impact your […]
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Once you have an estate plan created and in place, it is all too easy to forget about it for years at a time. However, many things happen in our lives that make it necessary to adjust an estate plan, and it is important to review your plan on a regular basis with the help […]
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