Recent Blog Posts
Why You Must Have an Estate Plan in Place, Even If You Do Not Have Children
It is very important to note that, even if you do not have children, it is crucial that you have an estate plan in place—not only so that your assets do not pass to individuals you’d rather they not—but so that you do not find yourself in trouble, without assistance, should you become incapacitated…. Read More »
Protecting Foreign Assets in Estate Planning
As attorneys who regularly practice in estate planning, wills, and probate here in Florida, we work with a number of clients who have to take extra precautions in planning for their global assets. It is extremely important to take extra precautions and steps when you own foreign assets, especially when it comes to structuring… Read More »
How to Go About Incorporating Charitable Giving Into Your Estate Plan
As attorneys who regularly advise clients in the area of estate planning, we regularly receive a number of questions about charitable giving, especially as it overlaps with estate planning and donating at the time of death. Incorporating charitable giving into your estate plan can become complex under some circumstances. Below, we discuss some of… Read More »
Making Your Florida Estate Plan “Doomsday Ready”
Florida has unfortunately seen its fair share of devastation from Hurricane Michael and other hurricanes, resulting in absolutely terrible losses. Truthfully, losing everything in an instant can happen to anyone, at any time. Because of circumstances like these, everyone should have a plan in place in case they are suddenly forced out of their… Read More »
Is It Necessary To Hire A Probate Attorney?
Too many people do not give a thought to consulting a probate attorney, or putting together an estate plan, for that matter, until there is a sense of urgency and it is arguably too late. However, it is best to look into these issues as early as possible so that you are not rushed… Read More »
Wells Fargo Consumer Fraud & Unfair Deceptive Trade Practices Payments to Floridians
In what might be one of the biggest consumer fraud/business litigation cases to date, in late December, Wells Fargo agreed to pay $575 million to resolve unfair/deceptive trade practices and state consumer protection claims, which includes a payment of approximately $28.3 million to Florida. The settlement is linked to Wells Fargo activities involving opening… Read More »
Data Privacy Abuses Scream Consumer Fraud Abuses as FTC Stands By
While evidence of consumer fraud abuse piles up against tech companies, many experts strongly feel that the Federal Trade Commission (FTC) has been too complicit in the process. In particular, while a number of consumer advocates and lawmakers have called for the agency to take action against Facebook, specifically–arguing that it has blatantly violated… Read More »
The Eight Most Essential Estate Planning Steps
You might be surprised to find out that six in 10 adults haven’t yet drawn up basic estate planning documents, such as a will or durable power of attorney. However, this is one of the most important steps you can take to ensure that you and your loved ones are protected, should something happen…. Read More »
Why Treating All Employees the Same versus Running a Business “Like a Family” Is Important In Avoiding Business Litigation
As attorneys who regularly work in business litigation here in Florida, we regularly see CEOs, business owners, and managers of all kinds of businesses—not just 501c3 nonprofit corporations—who choose to manage their employees “like a family.” From a legal perspective, this can be very problematic. While it makes sense to have sincere concern for… Read More »
The Ins And Outs of Philanthropic Giving In Your Estate Plan
As Florida attorneys who regularly practice in estate planning, we frequently receive questions concerning how couples should go about incorporating philanthropic giving into their estate plan. Below, we discuss how to incorporate these goals into your plan, regardless of whether your motivations are tax-based, personal, etc.: Choosing One or More Charities Perhaps you’ve already… Read More »