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 [...]
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Tags: Broward County Probate, Florida Durable Power of Attorney, Florida Estate Planning, Trusts, Will
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 [...]
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Tags: Broward County Probate, Florida Probate, Will
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 [...]
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Tags: Florida Trustee, Florida Trusts, Trusts
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” [...]
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Tags: Florida Trusts, Spendthrift Trusts, Trusts