Tag Archives: Asset Protection

The importance of having documents in place ahead of time.

Over the years, I’ve received a number of calls from spouses or children where their loved one is dying. And typically, they are in a bit of a panic; not necessarily because of the impending death, frequently they’re dealing with … Continue reading

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Do I have to pay my fathers’ or husbands’ bills from the life insurance?

I get phone calls from people asking about “pay on death” or “transfer on death” accounts.  Usually, a parent has died, and named one or more children as a beneficiary on a bank account or an investment account or life … Continue reading

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New Florida law on “Pay on Death” accounts after divorce

Florida has long had a law partially revoking a will upon divorce; if someone has a will naming a spouse as beneficiary, and they get divorced, Florida treats the ex spouse as though they died before the other spouse.  Florida … Continue reading

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Asset Protection for New Florida Residents

Florida has very strong protection for debtors; debtors are people who owe money. In addition to protecting your personal residence from being taken, Florida has no estate tax or inheritance tax, provides heightened protection for property held by a married … Continue reading

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Protecting your Assets from the Other Guy: Uninsured Motorist Coverage in Florida

Car accidents are a fact of life.  No matter how good or careful a driver someone may be, there is always a chance that they’ll be involved in an auto accident.  And while cars are much safer nowadays than in … Continue reading

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Prenuptial Agreements In Florida

So, you’re getting married.  You’re in love, your spouse-to-be and you have set the date, sent out the invitations, selected the menu and you are all set. Maybe not. Depending on your assets and that of your soon-to-be-spouse, you might … Continue reading

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Why go to a Lawyer for Estate Planning?

Why go to a lawyer for estate planning? There are certain people who advertise estate planning services, who claim to do estate planning and some who, even though they don’t openly advertise estate planning, do what amounts to estate planning, … Continue reading

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Estate Planning for Unmarried Couples, Part 3

So, if you’re wanting to allow someone who you are not married to access to make decisions for  you and to run your life if you are unable to do so, what are the options? Basically, there’s three documents you … Continue reading

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Estate Planning for Unmarried Couples, Part 2

Last time, we looked at estate planning for unmarried couples, that is, how to transfer assets to the other person after one partner died. This time we are looking at what steps to take to insure that the partner is … Continue reading

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Estate Planning for Unmarried Couples, Part 1

Sometimes, for whatever reason, people form relationships but are unable, or unwilling, to marry each other. Nonetheless, there is a loving relationship there, and they want to make provision for each other. The problem is twofold; first, if they are … Continue reading

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