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Will8

The SECURE Act Passing Warrants Updating Your Estate Plan

By Moran, Sanchy & Associates |

Passed in late December, the SECURE Act makes a number of important changes to retirement plans that also impact estate planning. Most notably, the Act eliminates the “stretch” IRA for non-spouse beneficiaries, meaning anyone other than your spouse who is the beneficiary of your IRA can no longer only take the required minimum distributions… Read More »

ConsumerProtec2

U.S. Supreme Court to Review Constitutionality of Consumer Financial Protection Bureau

By Moran, Sanchy & Associates |

There is currently a case before the US Supreme Court which has the power to dramatically reshape how the US government provides us with basic legal protections when it comes to consumer fraud and protection. Specifically, the case could ultimately lead to the dissolution of the Consumer Financial Protection Bureau (CFPB or the Bureau),… Read More »

EstPlan20

Survey & Changes in Law Highlight Why Working with an Estate Planning Attorney On an Ongoing Basis Is So Important

By Moran, Sanchy & Associates |

According to a new survey conducted by TD Wealth, in addition to increasing healthcare costs and life expectancy, a rise in gray divorces – or those after age 50 – is having a significant effect on estate planning. As a result, it is becoming more and more important to constantly and proactively review these… Read More »

Planning

Historic Changes Are Coming for Estate Planning January Due to the Electronic Documents Act

By Moran, Sanchy & Associates |

There are a number of important changes that Florida’s Electronic Documents Act will bring to estate planning in the state as of January 1, 2020, when it goes into effect. Advanced directives, trusts, and wills can be electronically signed by the testator, while witnesses and the notary appear via FaceTime or Skype because there… Read More »

Legal4

When Residents & Homeowners’ Associations Clash Over Solar Panels

By Moran, Sanchy & Associates |

Although, in Florida, homeowners’ associations are not legally allowed to ban residents from installing solar panels, the Florida Solar Rights Act does allow associations to first require approval and establish restrictions. However, those restrictions must be “reasonable” (i.e. not arbitrary) and applied “in a uniform manner” to everyone in the association. In addition, any… Read More »

ConsProt4

Dollar Tree Franchise Found Endangering Consumers by Selling Potentially Unsafe Drugs

By Moran, Sanchy & Associates |

In November, the US Food and Drug Administration (FDA) issued a warning letter to Dollar Tree (including Family Dollar of Greenbrier International) for receiving adulterated topical drugs and other products from foreign manufacturers in violation of federal law. As a result, it has potentially sold these unsafe drugs and other products to consumers, and… Read More »

CollegeStudent

Estate Planning Documents Necessary to Protect Your College Student

By Moran, Sanchy & Associates |

When people think of estate planning, they think of the elderly planning for  the time after they have passed. However, estate planning isn’t just for the aging; it is also for those who might benefit from having a plan in place when it comes to important decisions, such as someone who can make health… Read More »

Copyright

Florida Court to Tackle Important Copyright Question Involving Embedded Tweets

By Moran, Sanchy & Associates |

Copyright law and deciding what does and does not fall within the fair use doctrine is an increasingly important and ever changing area of law in business litigation, especially in an age of social media and constantly sharing information via the process of “embedding” one thing in another. Now, a case that has been… Read More »

EstatePlanning2

What Is Legacy Planning, And How Does It Relate to Estate Planning?

By Moran, Sanchy & Associates |

When most people think of “estate planning,” they think of ensuring that major assets – like the family home – as well as investments, etc. are passed onto their loved ones. However, there are a number of other additional concerns involved, especially for those who want to ensure that a particular legacy is left… Read More »

EstPl2

Setting Up a Special Needs Trust the Right Way Is Imperative

By Moran, Sanchy & Associates |

When it comes to setting up a special needs trust, it is imperative that families work with an attorney who not only knows about the complex federal, state, and local laws and rules surrounding the specific type of estate planning required for the specific type of circumstance, but also all of the many programs… Read More »