Celebrities Who Died Without a Last Will The Importance of Estate Planning By: Jacqueline R. Bowden Gold, Miami Estate Planning Attorney When we think of celebrities, we often envision lives of glamour, wealth, and success. However, many high-profile individuals have passed away without taking a crucial step that could have spared…
2024 Property Tax Appeal Deadline: Read the Small Print! By: Phil Rarick, Miami Trust Attorney You will miss this deadline if you do not read carefully – and you may need a magnifying glass to find it. Around the last weeks of August, you should have received in the mail…
Incorporating Cryptocurrency into Your Estate Plan By: Jacqueline R. Bowden Gold As cryptocurrency continues to grow in popularity, it has become an increasingly important asset class for investors. However, many people overlook the complexities involved in incorporating digital assets into their estate plans. Unlike traditional assets, cryptocurrency presents unique challenges…
A Crucial Tool for Estate Planning By: Jacqueline R. Bowden Gold, Miami Estate Planning Attorney Step-up in basis is a tax provision in the United States that can significantly benefit those who inherit assets. By resetting the value of an inherited asset to its fair market value at the time…
Florida Successor Trustee Checklist By Phillip B. Rarick, Miami Trust Attorney You are named the successor trustee and the trustmaker has just died. No doubt these are difficult times, but thankfully there are many resources to help. The following is a checklist of initial important tasks to help guide…
By Phillip B. Rarick, Esq., Miami Lakes and Weston Estate Planning Attorney Its a New Year and time to file your 2025 Annual Report if you own a Florida LLC (limited liability company), corporation, or partnership. The deadline is May 1, 2025. The state will charge you a…
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…
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…
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…
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…