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Monthly Archives: July 2019

EstPlan9

Why Do You Need to Notify Social Security of a Person’s Death?

By Rusty |

One of the first tasks of probate and estate administration is notifying Social Security of the decedent’s passing. This is critical because it may be necessary to return a Social Security payment made after the date of death. Typically, if the decedent had a funeral, then the funeral home will make this notification. But… Read More »

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EstPlan16

Florida Legislature Approves Electronic Wills

By Rusty |

Even at a time when we keep most of our lives on our smartphones and tablets, estate planning has largely remained a paper affair. But that may soon change, at least here in Florida, as the state legislature has approved a comprehensive bill that would allow residents to create legally binding “electronic wills.” The… Read More »

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EstPlan15

Fight for Control of Tom Petty’s Estate Highlights Risks of Naming Multiple Decision-Makers

By Rusty |

One of the key goals of estate planning is to establish who will be in charge of making decisions regarding your property. In some cases, a person may decide that one person should not have sole authority and appoint multiple people to act as either co-executor or co-trustees. If that is an option you… Read More »

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EstatePlanning5

Frequently Asked Questions About Florida Probate Inventories

By Rusty |

One of the first–and most important–tasks of formal probate administration in Florida is filing an inventory of the estate with the court. Basically, an inventory is a list of assets that belong to the probate estate. By law, the personal representative of the estate must prepare the inventory and send a copy of it… Read More »

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Document

Should My Estate Plan Leave Individual Assets to Specific Heirs?

By Rusty |

When it comes to estate planning, some people want to go into great detail with respect to the distribution of individual assets. Such an approach may not always be advisable, however. Especially if you own assets that may fluctuate greatly in value over time, relying on an individual-asset approach when making your will or… Read More »

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Taxes2

Are Estate Planning Trusts Taxable?

By Rusty |

Trusts are commonly used in estate planning as a means of transferring assets without the need for formal probate. In some scenarios, a trust may also confer certain tax benefits. But it is important to understand how taxes actually work with respect to trusts. Federal Income Taxes and Revocable Trusts Florida does not assess… Read More »

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