Articles Posted in Estate Planning

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 your Florida homestead titled only…

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 .1416, that allows a third…

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 attorneys. Statutory Language It is…

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 asset, so why does it…

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 part of your estate plan,…

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 & Bowden Gold, P.A. This…

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 asking this important question: What…

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 Force Majeure clause is a standard…

by: Phillip B. Rarick, Esq. Here is the good news/bad news I received from my bank today regarding my Paycheck Protection Program (PPP) Application: The good news: your application has been approved; the bad: the SBA is out of money and you must wait for Congress to refund the program! Although I have heard of…

by: Phillip B. Rarick, Esq. The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life time. It requires a total review of your estate plan and business entities to assure you are taking full advantage of Florida laws designed to protect your family…