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Articles Posted in Estate Planning

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12 Point Wealth Protection Checklist For 2024

12 Point Wealth Protection Checklist For 2024 By: Phil Rarick & Jacqueline Bowden Gold, Estate & Business Law Attorneys Note:    Rarick & Bowden Gold’s mission is helping all families protect their hard-earned wealth regardless of size – we provide basic estate planning for families with modest savings and advanced…

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Asset Protection Checklist For Married Professionals

Asset Protection Checklist For Married Professionals By Phil Rarick,  Esq., and Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys   If you have creditor threat, do you know what assets are easily exposed to creditors?   Do you know what assets are already protected by Florida law? Take this three minute…

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Asset Protection Checklist For Single Professionals

Asset Protection Checklist For Single Professionals By Phil Rarick, Esq. & Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys Florida has good laws to protect your business, real estate investments, and equity investments. Are you taking advantage of these laws? Take this three-minute survey for a quick assessment. 1. Is…

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Florida’s New Directed Trust Act: Executive Summary

Curve Balls to Watch for In New Florida Trust Director Law By Phillip B. Rarick, Miami Trust Attorney, and Hannah S. Rarick, J.D. Candidate Effective as of last year July 1, 2021, Florida is now 1 of 15 states to enact the Uniform Directed Trust Act (FUDTA), F.S. §§736.1401 to…

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Beware of Florida Trust 6-Month Statute of Limitations

By Phillip B. Rarick, Miami Trust Attorney and Hannah S. Rarick, J.D. Candidate Florida’s short 6-month statute of limitations on a trust accounting can be a sand trap for the qualified beneficiary of a Florida trust. Here are some quick tips based upon our years of experience as Miami Trust…

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Florida’s Unique Procedure For “Probating” Homestead Property

By: Jacqueline R. Bowden Gold It is no surprise that Florida is different from the other 49 states. What is confusing to some probate attorneys outside the state  is Florida’s unique Procedure for “Probating” Homestead Property.   Pursuant to Florida Statute 733.607, protected Florida homestead property is not considered a probate…

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How do I leave specific items to specific heirs?

As Featured on Porch.com By: Jacqueline R. Bowden Gold Our very own, Miami Lakes Estate Planning attorney Jaqueline R. Bowden-Gold, was recently featured on Porch.com as an expert contributor. In this article, Will And Estate Planning: Advice From The Experts, Attorney Bowden-Gold answers what can be considered the most important…

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Remote Online Notarization For Trusts & Wills Begins July 1: Watch For These 5 Sand-Traps

By Phil Rarick, Esq. and Jacqueline Bowden Gold, Esq.,  Miami Lakes and Weston Estate Planning Attorneys,with special thanks for comments  by Rick Stockton, Esq. of Holland & Knight, a primary author of the Lawgic Florida Wills and Trust program. Editor’s Note:  The following is a public service Alert from Rarick…

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Planning for Guardianship of Minor Child During the Coronavirus Outbreak

By: Jacqueline R. Bowden Gold, Miami Lakes Estate Planning Attorney When preparing an estate plan everyone plans for distribution or preservation of their assets to make sure their minor child, adult child or families are taken care of. People often overlook planning for the event of being mentally incapacitated and…

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Contract Review: Does Covid-19 Excuse Performance?

by: Phillip B. Rarick, Esq. We have been helping small business owners survive and thrive – in good times and bad – for over 25 years. Here is how we may be able to help you in this current challenging business environment. 1.    Contract Review and Force Majeure. A…

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