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Yearly Archives: 2015

Out of Focus: What Do Brian Williams & Probate Lawsuits Have in Common?

Uncategorized Feb 7, 2015
post about Out of Focus: What Do Brian Williams & Probate Lawsuits Have in Common?

Brian Williams, until recently, the much-respected anchor of the NBC Nightly  News, is now under fire and criticism for “mis-describing” an incident which did not take place.  Brian Williams claimed that he was in a helicopter which was hit by gunfire while covering the IRAQ war.  But that didn’t happen.  Brian Williams has more in common with heirs to a will contest or probate lawsuit than he realizes.

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2015 Federal Estate and Gift Taxes Explained

Uncategorized Feb 6, 2015
post about 2015 Federal Estate and Gift Taxes Explained

The beloved Internal Revenue Service (IRS) announced the 2015 estate and gift tax limits. The federal estate tax exemption has been raised to 5.43 million dollars per person and the gift exemption has stayed at $14,000. These numbers are increasingly important to those that wish to whittle down their estates by making annual gifts to family members.

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Own Property Out of State? Try a Living Trust to avoid “Ancillary Probates” in Other States

Uncategorized Feb 6, 2015
post about Own Property Out of State? Try a Living Trust to avoid “Ancillary Probates” in Other States

All to often I am asked by individuals what happens with their out of state property when they die. Maybe you own a vacation home in Colorado to go skiing, maybe you have rental property in New York as an investment – either way property in another state may cause headaches down the road in probate. Avoid these issues with a living trust, here is a quick summary of what they are. Learn more; ask seasoned Florida probate attorneys with experience in trust litigation.

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Why is My Inheritance Still Not Here?!

Uncategorized Feb 6, 2015
post about Why is My Inheritance Still Not Here?!

Waiting on your inheritance can get frustrating. It seems like every other day the Personal Representative has another update or document for you to sign but where is the inheritance? Every state is different but here are some things to consider in a Florida estate administration.

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Florida Probate Filings on the Rise in 2014-15!

Uncategorized Feb 5, 2015
post about Florida Probate Filings on the Rise in 2014-15!

Every year the Florida Supreme Court issues an order detailing the need for additional judges in the upcoming fiscal year. Florida’s constitution requires the Supreme Court to determine the States needs and to certify such findings to the Legislature. In other words, although there may be a need for new judges and court support staff, its ultimately up to the State’s Legislature to make the final budget decisions.

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Self Proving Affidavits Can Save You Time and Money

Uncategorized Feb 5, 2015
post about Self Proving Affidavits Can Save You Time and Money

A Self-Proving Affidavit attached to your Will or Codicil (an amendment to a Will) could save your2014-07-13 Florida Scenes & Nightime WPB 066.JPG friends and family quite a headache in the future, and even better save them some money. It may sound complicated, but its one additional page to your Will, so before you click away, here are some of the benefits this documents can bring.

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Trust Termination in Florida: the Basics

Uncategorized Feb 5, 2015
post about Trust Termination in Florida: the Basics

People make trusts and liquidate them for a multitude of reasons. Some are to protect against creditors. Others colloquially called “spendthrift trusts” worry about wasteful heirs. Times change though, and sometimes a trust needs to be terminated. Maybe the circumstances has changed, maybe the current set up is inconsistent with the original purpose of the trust, either way at some point the question may arise: how do I terminate this pesky trust?

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7 Common Florida Will and Trust Rumors Debunked

Uncategorized Feb 5, 2015
post about 7 Common Florida Will and Trust Rumors Debunked

Wills are something everyone needs but no one likes to talk about. It seems distasteful to discuss and often the silence creates rumors, rumors that can be costly. Get the facts. Did my marriage invalidate a will? Does dying intestate mean everything is given to the State? Here are some of the most common we hear everyday and a quick recap of the actual law in Florida.  

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How Can You Find a Deceased Relative’s Digital Assets?

Uncategorized Feb 4, 2015
post about How Can You Find a Deceased Relative’s Digital Assets?

There is a lot on the web about how to protect your assets. In fact the modern age of digital banks and money markets with no brick and mortar locations or paper records, begs a larger question. How do you track down all the assets of a loved one after a poorly planned death? What happens to the lost funds, can anyone help find them?

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Is Probate the Source of Your Recent Identity Theft?

Uncategorized Feb 3, 2015
post about Is Probate the Source of Your Recent Identity Theft?

Have you recently been named as an heir or Personal Representative in a Will?  Was your identity stolen? Did you know they could be related?  In the age of social media, financial records are one of the few things people still prefer to keep private. Most people keep some form of a file under lock and key somewhere: some might leave them with financial advisors, accountants or attorneys; others might keep them in safety deposit boxes. Unsurprisingly, in this age of digital and identity insecurity, upon death, beloved family members named as beneficiaries in a will become susceptible to outsiders’ knowledge of their personal and financial information.

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