Articles Posted in Estate Planning

Select link below to view PDF DURABLE POWER OF ATTORNEY FROM DON LEWIS TO CAROLE BASKIN dated November 21, 1996

by: attorney Phillip B. Rarick You can always count on the Americans to do the right thing – after they’ve tried everything else. – Winston Churchill. Millions of small business owners and self-employed have filed for loans under the Paycheck Protection Program because part or all of the loan can be forgiven if you retain…

How Much? Here is an updated calculator from Turbotax: Stimulus Check Calculator When Will Checks Arrive? If you signed up for direct deposit on either your 2018 or 2019 tax return, the IRS reportedly will start issuing electronic deposits on April 9 and they should show up in your bank account by April 14. However,…

By Phil Rarick, Esq., Miami Trust Attorney Family law attorneys are increasingly using trusts to secure and safeguard the payment of financial obligations in their marital settlement agreements. Such trusts can provide the following key benefits: Security that payments will be made in a timely fashion Assurance that the monies will be spent exactly as…

12 Point Summary of Florida Successor Trustee Duties Note: Trust administration requires strict compliance with the trust terms and often analysis of complex tax requirements. A trustee is a fiduciary and is held to a high standard of care under Florida law. If you are a successor trustee, we can help. It is important that…

By Phillip B. Rarick, Esq., Weston Asset Protection Attorney The Checklist Manifesto by Atul Gawande is a current, hot selling book written by a physician and advising how to get things right by implementing commonsense systems. In today’s modern medicine, coupled with our information age, where virtually every procedure can be scrutinized by an “expert”…

By: Jacqueline R. Bowden and Phillip B. Rarick, Miami Estate Planning Attorneys A power of attorney is a legal instrument you may give to a trusted family member or friend (commonly called your attorney-in-fact or agent) to manage your financial affairs and act on your behalf. The person creating the document is referred to as…

Last year I reminded you of a corporate scam called Compliance Services. This year I need to advise you that this company is still in business – and now there another highly questionable company to be on the alert. First, if your client gets a letter that looks like an “official” letter from the state…