Year End Planning: It’s Important for Florida Baby Boomers to Have End of Life Documents That Are Valid Under Florida Law (New Poll Shows 70% Americans Do Not Have This Done)

Larry Tolchinsky | December 6, 2011

It’s that time of year again, when travel plans are made and gifts are bought … and for those handling the family finances, there are those end of the year planning considerations: things like finalizing charitable donations to be made for the 2011 taxable year. Unfortunately, as a recent poll confirmed what many Florida probate lawyers [...]

Writing Your Florida Last Will and Testament? Things to Consider Before Using Online Will Services (Like RocketLawyer or LegalZoom) or Store-bought Will Forms

Larry Tolchinsky | October 13, 2011

It is true that Florida probate lawyers compete with online will services and companies that publish generic forms for Last Wills and Testaments.  Some of those who will be reading this article will respond with a knee-jerk reaction that any warnings from a Florida probate attorney are biased and self-serving.  However, that’s not true. The [...]

Florida Living Trust – Trustee’s Duty to Inform Beneficiaries

Larry | August 28, 2009

A Florida revocable trust is an estate plan document where one person, the trustee, holds legal title of specific assets for the benefit of another, the beneficiary, and where the settlor, the person creating the trust, creates the trust for a legal purpose. A trust can only be created for presently existing interests in property [...]

How to Protect Assets from Beneficiaries’ Creditors’ Claims

Larry | April 9, 2009

Clients who approach me to write their wills are often concerned with arranging their assets so as to maximize their protection against claims from their intended beneficiaries’ creditors. Luckily, Florida law favors such “asset protection planning.” A client may, for example, set aside money or property for his beneficiary in a “spendthrift trust.” A “trust” [...]