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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Archives

Monthly Archive for: "March, 2016"
Home » Archives for March 2016
0
By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Government Benefits, Probate
Posted March 30, 2016

Rights of Immediate Family Members of a Decedent

Florida law does not allow for a total disinheritance of a surviving spouse or surviving minor children.  These family members have the right to claim an “elective share” of assets which usually [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted March 29, 2016

What is a Children’s Trust?

A children’s trust or a standby trust for minors can be set up to help manage the inheritance of a beneficiary who is underage.  If a beneficiary is not 18 or another minimum age chosen by the [...]

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0
By Bach and Jacobs PA
In Elder Law, Probate
Posted March 22, 2016

What are Letters of Administration in Florida?

Letters of Administration are issued by probate judges and name a personal representative to act on behalf of an estate during probate proceedings.  Many times, these letters are requested by [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted March 18, 2016

Payable on Death Accounts

Financial accounts can be set up to designate a person to whom the funds are payable on death, meaning the named beneficiary can claim the funds without going through the probate process.  If you [...]

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0
By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted March 15, 2016

Tenancy by the Entirety

In Florida, married couples can hold jointly owned property as tenants by the entirety which can help couples to avoid probate and protect one spouse from creditors of the other.  When someone [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Government Benefits, Tax Law
Posted March 11, 2016

How to Become a Florida Resident

Becoming a Florida Resident can lead to significant benefits in access to both beautiful beaches and tax benefits.  One of the most important steps to becoming a resident is submitting a [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted March 8, 2016

Do I have the right to access or handle my spouse’s financial affairs?

Being married does not give your spouse the ability to make financial decisions for you, such as accessing your IRA.  In order to grant your spouse or another trusted individual those rights, you [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Probate
Posted March 4, 2016

What happens if a beneficiary is underage?

When a minor child inherits assets in Florida, their parent or guardian does not have the authority to settle, collect, receive, or manage real or personal property if the total assets exceed [...]

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