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Why Updating Your Estate Plan Is Absolutely Necessary

By Moran, Sanchy & Associates |

A will and estate plan that is not regularly reviewed and updated can not only become useless, but could in fact result in dangerous consequences that the testator did not intend. Below, we discuss some of the most important reasons you should update your will and estate plan: Has Anyone Named Passed Away? For… Read More »

ConsumerRights

Where Consumer Fraud, Protection, & Estate Planning Meet: Protecting Florida’s Elderly Population

By Moran, Sanchy & Associates |

Consumer fraud committed against the elderly is the “crime of the 21st-century,” especially here in Florida. A number of elderly individuals are taken advantage of every year; completely unbeknownst to their families. According to researchers, one of the biggest challenges in preventing financial exploitation of the elderly has to do with being able to… Read More »

ForecDef

Florida Couple Turns the Tables and Forecloses On Bank of America

By Moran, Sanchy & Associates |

A foreclosure action that was brought in Florida against Bank of America  after the bank mistakenly attempted to foreclose on them demonstrates how  homeowners  can defend themselves when it comes to wrongful foreclosure actions taken by banks. The couple paid cash when they purchased their home, which was owned by Bank of America. The… Read More »

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How Businesses Can More Effectively Work with Outside Counsel

By Moran, Sanchy & Associates |

As Sarasota business litigation lawyers, we regularly work with successful businesses on legal issues that cannot be handled internally. In that endeavor, part of our role involves advising businesses on whether litigation will be successful based on the company’s overall goals and objectives. In this manner, outside counsel can play a very effective role… Read More »

WillDocument

Don’t Let Your Estate Plan Fall Prey to These Deadly Tax Issues

By Moran, Sanchy & Associates |

While there are a number of tax issues that can cause serious problems for your estate plans, there are several in particular that are worth elaborating on in order to ensure that you are prepared for your annual checkup with your estate planning attorney and any other advisers you have. Family Limited Partnerships and… Read More »

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The Most Important Tax Issues to Consider When Managing a Loved One’s Estate

By Moran, Sanchy & Associates |

It can be stressful enough dealing with the loss of a loved one without also having to worry about all of the tax issues associated with being the executor of the estate. Below, we cover some of the most important considerations to take into account when you are managing a loved one’s estate to… Read More »

FedCrime

If You Are Involved in A Business Purchase, Make Sure You Are in Compliance with Immigration Laws

By Moran, Sanchy & Associates |

If you are considering purchasing a company that employs foreign national employees, it is important to ensure that the company is in compliance with the relevant immigration laws. Specifically, you must ensure that you are aware of any impacts the business In order to properly do so, it is wise to work with a… Read More »

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U.S. Supreme Court Makes Major Decision Concerning Foreclosure Under the Fair Debt Collection Practices Act

By Moran, Sanchy & Associates |

In late March, the US Supreme Court made a major decision concerning who qualifies as a “debt collector” under the Fair Debt Collection Practices Act (“the Act”). Specifically, the Court decided that a law firm representing a lender in foreclosure proceedings did not qualify as a debt collector under the Act. This decision will… Read More »

ElderLaw2

What Are Payable On Death Accounts, And How Do They Fit into My Estate Planning?

By Moran, Sanchy & Associates |

Transfer on death accounts—also known as Payable on death accounts in states like Florida—allow a couple to designate who receives their accounts and assets after the second person (with joint accounts) passes on as part of their estate planning. These accounts are governed by state law and are part of the account custodian (for… Read More »

EPlanning

Estate Planning Strategies for Singles Without Children (And Why They Are So Important)

By Moran, Sanchy & Associates |

As attorneys who regularly counsel clients on creating and maintaining their estate plans here in Florida, we see a lot of couples with children interested in estate planning, while also noticing that a number of single individuals without children haven’t really given the topic much thought. However, for a number of reasons, it is… Read More »