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Almost Everyone Makes Mistakes While Trying To Avoid Probate

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“Avoiding probate” has become a very popular goal of estate planning. Most people want the distribution of assets at their death to be simple, straightforward, and inexpensive. Even an abbreviated probate procedure in Florida (such as a summary administration) is neither simple, nor straightforward. Most people cannot handle it on their own and, hence, there […]

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DO I NEED A TRUST?

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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?

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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

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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

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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, […]

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Life Plan Documents Everyone Should Have

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Life planning is the thoughtful arrangement of assets and preparation of legal documents to organize your life and direct your affairs according to your values and choices. It allows you and your loved ones to navigate through emergencies and predictable life changes with the least stress, expense, and difficulty possible. The first step in life […]

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Protect Your Phone Data Now!

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Many times a month I hear stories about people losing all or most of there data due to damaged, lost, or a stolen phone’s.  It seems the most important data we carry with us. With the holidays coming up,  let’s make sure we don’t lose those precious memories along with other data. Lets backup today! […]