Defined contribution retirement accounts provide an enormous incentive for accumulation of funds tax-deferred. This tax referral must stop at some point, however as the government wants to start collecting its tax revenue. That is where the RMD comes in.
What are Required Mandatory Distributions (RMDs)? Read More »
You may create the best Estate Plan for your family, but if you do not have property beneficiary designations for your accounts, all of your good attentions will be thwarted.
Making Appropriate Beneficiary Designations Read More »
Titling assets determines how they pass at your death and whether they may travel through probate.
Options when Titling Accounts Read More »
Often times, people will call asking to review their Last Will and Testament to let them know if it is sufficient or should be updated. As a rule of thumb, I do not amend the work product of another attorney. If changes need to be made, we would create a new Estate Plan so that
Is your Last Will and Testament Compliant? Read More »
Our generation has entered a new age of “digital assets.” We use our computers, websites and software quite often. And with such use comes the need for a “plan” for them after your death.
The Age of Digital Assets Read More »
The Kid Care Package empowers you to nominate legal guardians for your children.
What is the popular Kid Care package? Read More »
Learn more about jointly-held assets under Florida law.
Quick Explanation of Jointly-Held Assets Read More »
Learn more about Electronic Wills and Remote Notarization.
Electronic Wills and Remote Notarization Read More »
Homestead property owned by spouses as tenants by the entirely is not subject to any Florida constitutional restrictions on devise.
Restrictions on Devise of “Tenants by the Entirety” Property Read More »
Florida has a very cool way to devise property that you need to know about. In a ladybird deed, the grantor (property owner) deeds the property to the remaindermen (the people you leave the property to after your death) and the grantor retains a life estate. Even though the grantor only has a life estate,
What is a LadyBird Deed? Read More »
