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Articles Posted in miami estate planning lawyer

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The Importance of Your Adult Child Naming a Healthcare Surrogate and Power of Attorney

The Importance of Your Adult Child Naming a Healthcare Surrogate and Power of Attorney By: Jacqueline R. Bowden Gold, Miami Estate Planning Attorney – When a child turns 18, they reach the legal age of majority. While they may still be living at home and supported by you, your child is…

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Is a Handwritten Will Valid Under Florida Law?

Is a Handwritten Will Valid Under Florida Law? By: Jacqueline R. Bowden Gold, Miami Lakes Estate Planning Attorney When planning for the future, a crucial step is ensuring that your wishes are respected after your death. This often involves creating a will. However, not all wills are created equal, and understanding…

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Keeping Peace in The Family: 5 Common Pitfalls

Keeping Peace in The Family: 5 Common Pitfalls By Attorney Phil Rarick, Weston Estate Planning Attorney As an estate planning attorney, I sometimes witness stressful family fights that break out upon the death of a father or mother or husband and wife. On some occasions, it’s outright family warfare! What…

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Celebrities Who Died Without a Last Will

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…

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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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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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Florida Treasure Hunt: Check It Now! Florida Unclaimed Property Law

By Phillip B. Rarick, Esq., Miami Asset Protection Attorney If you have never checked Florida’s website for lost accounts and abandoned property you should do so – immediately. You may be pleasantly surprised! You may think that it is not possible that you have any “unclaimed” property held by the…

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What Is the Federal Gift Tax Annual Exclusion for 2019?

By Phillip B. Rarick, Esq. and Jay R. Beskin, Esq. Last year the Federal annual gift tax exclusion was $15,000 and the amount remains the same for 2019.  This means you can walk down the street and give out $15,000 to every person you meet and not have to file…

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Florida’s Sweeping Elective Share

By Phillip B. Rarick, Esq., Miami Probate Attorney Florida’s 30% elective share law was completely rewritten in 2001 because the old law could be easily circumvented by placing assets in a revocable trust or using non-probate transfers (e.g. life insurance, IRAs etc.)  In an effort to curtail such tactics, the…

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10 Point Checklist For Florida Corporate Entities

By Phillip B. Rarick, Miami Lakes and Weston Estate Planning Attorney Note: This 10 Point Checklist is for those persons who have interests in one or more Florida entities, such as a corporation,  limited liability company (LLC),  or  limited Partnership (LP). 1.     Annual Fees.   In January the State of Florida…

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