Blog Topics

Legislative Update: Electronic Wills in Florida

October 16, 2019

By: Brian V. Bergman, Esq.   We are often been asked by clients why a will must be signed twice.  The practice seems redundant to many clients.  In short, the practice is determined by long-standing law and procedure designed to …

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Dying with Debt

July 10, 2019

  By: Aimee K. Arce, Esq.   When you pass away, your assets will be distributed in accordance with your estate plan or the laws of intestacy. But what happens to your debt? Unfortunately, it does not die with you. …

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Deeds: A Short Form That Anyone Can Create, Right?

April 25, 2019

Deeds are an essential part of every real estate transaction. A deed is a written instrument that evidences the transfer of title to real property from one party to another. There are various types of deeds wherein different warranties of …

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Dynasty Trusts: Leaving a Lasting Legacy for Loved Ones

March 25, 2019

Dynasty Trusts: Leaving a Lasting Legacy for Loved Ones Nothing is certain in life except death and taxes. However, strategic estate planning can dramatically decrease any taxes due at the time of your death. Historically, wealthy individuals and families have …

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OWNERSHIP OF LLCs UNDER THE FLORIDA UNIFORM TRANSFER TO MINORS ACT

February 25, 2019

The Florida Uniform Transfers to Minors Act (“FUTMA”) provides a relatively straightforward way to give a minor an ownership interest in assets while maintaining control until the minor reaches the age of majority. Most people who establish FUTMA accounts for …

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The Importance of Personal Powers of Attorney and Advanced Health Care Directives

December 26, 2018

By: Adan A. Aulet, Esq.   Recently, I was asked on two separate occasions why a power of attorney is desirable if the client’s respective trust names a successor trustee or trustees to manage assets if he or she is …

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Corporate Conversion for Asset Protection Purposes

October 12, 2018

  By: Adan A. Aulet, Esq. and Aimee K. Arce, Esq.   Historically, corporations and limited partnerships were the preferred business models to operate a closely held business. Today, however, limited liability companies (LLCs) are being established in multiples compared …

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Probate Primer

August 5, 2018

  By: Aimee K. Arce, Esq.   Death is never easy. The days, weeks, and months following the loss of a loved one can be overwhelming. After you notify family members, and plan and complete the funeral arrangements and services, …

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First Comes Love, Then Comes a Prenup

May 10, 2018

You are engaged! Congratulations! You and your soon-to-be spouse have endless wedding details to plan – your venue, guests, flowers – the list goes on. While planning your wedding is fun (and stressful), planning your marriage is essential. A prenuptial …

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Significant [Temporary] Changes in the New Tax Law

March 16, 2018

The Tax Cuts and Jobs Act (TCJA) represents the most comprehensive reform of the U.S. tax code in over thirty years and includes significant changes which will likely impact your estate plan. Some of the significant changes include the following: …

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