Blog Topics

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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When There is a Will, There is a Way to Dispose of Your Estate

March 1, 2018

A Last Will and Testament (often referred to as a “will”) should be included in every estate plan. A will details the disposition of your estate upon your death. Most people understand the basic need for a will, especially since …

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Hurricanes & The Vulnerable: What Have We Learned?

January 1, 2018

Hurricane Harvey caused devastation in Texas.  We all saw video of seniors in a nursing home sitting in filthy water midway up their wheelchairs. Hurricane Irma caused devastation in Florida and throughout the southeastern USA.  We all saw video and …

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#EstatePlanning

November 1, 2017

Estate planning is not a trending topic for millennials. It is not popular to plan your death when you think you are young and invincible. You may be starting college, your career, or even a family. Why would you want …

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Designating a Beneficiary of your IRA

September 1, 2017

The IRS does not allow you to keep retirement funds in a tax-deferred retirement account forever. When you reach 70½ years of age, you must start taking required minimum distributions (“RMD”) from your individual retirement account or qualified plan. The …

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