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Estate Planning for Same-Sex Couples

Estate Planning for Same-Sex Couples The majority of folks, gay or not, ought to consider creating an estate plan. But gay couples have more to gain from creating an estate plan than do heterosexual couples, because many same-sex couples are not legally married, which makes them ineligible for the benefits of laws made to protect […]

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4 Considerations in Making a Will

Life changes constantly, and your Will should evolve to reflect these changes. There are some obvious situations which require updates to a Will, like divorce or marriage, but other times aren’t so obvious and are just as critical. Here is a list of four circumstances considered important reasons to update your Will: When you have […]

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4 Reasons to Consider A Living Trust

Living trusts often are the subject of small talk on the golf course or in social gatherings; however, not many folks understand what they do. They are called “living” because they’re created while you’re still living. You will sign it and it’ll become an enforceable document. The living trust may be irrevocable or revocable. Revocable […]

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The Importance of Estate Planning for LGBTQ Partners

In recent decades, lesbian, gay, bisexual, transgender, queer, and other (LGBTQ) people have seen significant progress when it comes to their legal rights. Today, same-sex couples can marry and adopt children, something that was unheard of not long ago. While the change in laws that protect LGBTQ families have led to better protection should one […]

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DO I NEED A TRUST?

Do I Really Need a Trust? People often ask, “do I need a trust”?  The simple answer is “no.”  You don’t need a trust any more than you need a bank account, or a car, or a will for that matter.  I bet that answer does not help you choose to have a trust or […]

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CAN I SIGN MY LIFE PLAN DOCUMENTS ONLINE?

The easy answer is, not until July 2020. The ability to execute an electronic will takes effect on July 1, 2020. To confuse the issue however, online notarization of documents other than a will became effective on January 1, 2020. The process is very new, expensive, difficult, and, for life plan documents, limited. Choosing to […]

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BUSINESSES CAN’T USE PICTURES FROM YOUR PHONE

Businesses use pdf documents, not pictures.  When a business – perhaps your lawyer, accountant, title company, etc. – asks for a scanned copy of a document, they need it in a specific format called “pdf.”  This is an Adobe Acrobat type of format and can be viewed or printed using any version of Acrobat.  Acrobat […]

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What Not To Do with a Power of Attorney

Is My Current Power of Attorney Effective? Do not assume that your old power of attorney will be effective. The Florida power of attorney statute changed dramatically in 2011.  Effective on October 1, 2011, the Legislature amended Chapter 709 of the Florida Statutes and completely rewrote the laws regarding powers of attorney.  Among other things, […]