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Business Entity Options for Partners in Florida

When you have a great idea for a business, it can be tempting to dive right in—strike while the iron is hot.  Experienced entrepreneurs, though, know that careful planning is half the battle.  If you’re working with a partner, part of that planning process is choosing the right entity structure and getting the precise business […] Read more

Tenancy by the Entirety in Florida

Successful marriages are often described as partnerships.  Ideally, there’s a mutual respect and appreciation for one another’s contributions.  And, although marriage usually involves a bigger emotional commitment than a business partnership, in either relationship you’re likely to find jointly owned property. However, when it comes to joint ownership, a spouse gets the edge over a […] Read more

Virtual Florida Estate Planning

WEB BASED ESTATE PLANNING:  THE NEXT FRONTIER OR A DEAD-END STREET? With each passing year, more and more of everyday life moves online.  The emergence of COVID-19 and its impact on Florida estate planning, has only accelerated that trend. You can work from home, go on virtual tours of museums, or even take guitar lessons […] Read more

As most Americans are painfully aware, the novel coronavirus arrived on the scene in late 2019, and before long was causing major disruptions to life in the United States.  Millions of Americans were put out of work, businesses throughout the country had to close up shop, and even family life was affected.  Previously innocuous visits […] Read more

In 2019, the U.S. Congress significantly overhauled the laws affecting retirement planning when it passed the Setting Every Community Up for Retirement Enhancement Act (better known as the “SECURE Act”).  The SECURE Act’s primary objectives are to expand access to tax-advantaged retirement accounts like IRAs and 401ks and to allow more retirees’ savings to last […] Read more

Surviving spouses have robust inheritance rights in pretty much any jurisdiction, but in Florida those rights are especially strong.  Whether or not a decedent spouse leaves a will—and even if a will expressly disinherits the other spouse—a widowed spouse retains legal rights in at least a portion of a decedent spouse’s estate.  In many cases, […] Read more

Children have some of the strongest inheritance rights (after a surviving spouse) under Florida succession law (where there is no last will or trust designating the estate beneficiaries).  This legal protection for children has been around for centuries and is what many people want, anyway.  However, when the law talks about “children” or “issue” (which […] Read more

The definition of “family” has expanded to become more inclusive over the past 25 years to include many variations in lifestyle. For those who live a non-traditional lifestyle, the importance of non-traditional estate planning in Florida may be even greater than for traditional families. A non-traditional family may involve a couple living in an unmarried relationship. A blended family with […] Read more

LLC Creditor Protection Tools

We live in a world of abundant “on line” forms and services. Quickie “do it yourself” LLCs, much like “self help DIY Florida estate plans“ are usually not a good idea.  When it comes to your legal concerns, as in most things, you get what you pay for. That said, because LLCs can be filed […] Read more

Estate Planning for Digital Assets

It is often the case that science and technology gets ahead of the law and this trend has impacted the world of estate planning in a big way. Digital assets and electronic communication medium have been evolving since the emergence of the web and this has presented numerous legal challenges. So, this article is an […] Read more