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Category Archives: Wills Probate

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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 »

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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 »

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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 »

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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 »

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Creating Estate Plans for Musicians & Musical Works

By Moran, Sanchy & Associates |

As estate planning attorneys here in Florida, we talk a lot about planning for assets, but what happens when those assets are song lyrics and recordings? These types of assets (i.e. intellectual property items—copyright, name/likeness, trademark, etc.) are incredibly important, and present an entirely different type of challenge than physical property (like jewelry or… Read More »

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Estate Planning for Land & Heirs’ Property Loopholes

By Moran, Sanchy & Associates |

As Florida attorneys who assist clients with estate planning, we talk a lot about planning for the future when it comes to your income, assets, and accounts. But what about land? Land that is passed on without a will face as a number of complications; it becomes what’s known as heirs’ property, whereby your… Read More »

Wills

Estate Planning for Your Business

By Moran, Sanchy & Associates |

We have previously discussed estate planning for your personal property, but what about estate planning for your business? Many people do not realize that having an estate plan in place for your business (to plan for when you pass) is absolutely essential, and this plan should be “living,” i.e. adaptable as circumstances change. Taxes… Read More »

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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 »

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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 »