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Disposing of Remains Under Florida Law

Anyone old enough to remember the 1990’s will recall the iconic slogan:  “What do you want on your Tombstone?”  For the Tombstone Pizza Company (now owned by Nestle), it was a brilliant marketing campaign.  In the ads, a presumably condemned character would respond by saying “pepperoni,” “sausage,” or some other pizza topping.  Next thing you […] Read more

The Uniform Florida Transfers to Minors Act (FTMA)

There’s an old joke about complex laws being enacted to make sure lawyers have enough work to do.  And, while it’s doubtful that any lawmakers actually draft legislation just to keep lawyers busy, it is true that, in general, legal complexity is good for business if you’re a lawyer. FLORIDA’S UTMA:  AN ALTERNATIVE TO TRUSTS […] Read more

Downsize Your Estate for Medicaid

It is common knowledge among professionals in the estate planning world that to downsize your estate may be an important part of limiting your federal estate tax exposure.  This can be done through “gifting” to individuals and other entities, such as irrevocable trusts, or pursuing other “spend down” strategies. However, professionals aren’t always aware of the […] Read more

Titling Assets in Florida

British philosopher John Locke theorized that protection of private property rights is the fundamental purpose of civil government.   Like Locke, the American legal system, and the legal system in Florida, give great respect to private property rights and, to that end, allow property owners numerous options for titling assets.  The best option for titling assets […] Read more

Charitable Trusts

At a recent meeting of the Heckerling Institute, which is an annual educational event for the top estate planning attorneys in the country, there was a toldfold emphasis on using charitable trusts. The first emphasis was the increasing importance of income tax planning AND the second was on estate planning as it relates to charitable […] Read more

Life Insurance Trust in Florida

There are plenty of good reasons to buy life insurance, not the least of which is ensuring your loved ones have a means of support after you’re gone. And, along with this important function, life insurance is also a valuable estate-planning tool.  By providing a reliable source of cash to pay taxes, funeral costs, and […] Read more

Inheritance and Florida Medicaid eligibility consequences

When folks are doing estate planning in Florida, they often are trying to take care of those they love the most, and this is one of my favorite things being a Florida estate planning attorney.  However, many don’t realize that their generosity can backfire if they fail to consider the relative circumstances of those loved ones […] Read more

Wealth Transfer and Generation Skipping Trusts

Everyone has different priorities in estate planning, but the ultimate goals are usually similar.  First and foremost, you want the assets to go to the person or entity of your choosing. For most folks planning wealth transfers in Florida, this means family, but including charitable gifts as part of an estate plan is not uncommon.  […] Read more

Florida Homestead Advantages

During hard times, home can be a refuge from the pressures of the world – a place to find shelter, security, and love.  And for Florida residents experiencing financial difficulties, home can also serve as a safe haven from creditors due to the many Florida homestead advantages to be discussed in this article. THERE’S NO […] Read more

Irrevocable Trusts in Florida

Trusts are a great tool for accomplishing a vast range of financial goals.  They can help reduce tax liability, avoid the expense and inconvenience of probate, establish or maintain eligibility for government benefits, or any number of other specialized objectives. Indeed, a robust familiarity with trusts is an integral component of any experienced estate planner’s […] Read more