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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
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Asset Protection Planning

Home » Asset Protection Planning » Page 13
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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted September 18, 2015

How can I avoid family feuds over inheritance?

Fighting over an inheritance can both cause significant family tension and a reduction in the inheritance heirs will receive due to legal fees.  To avoid this situation, you must set up a very [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Probate
Posted September 11, 2015

Preventing Identity Theft After Death

Unfortunately, many people’s identities are stolen after they die.  This obviously creates much trouble and confusion for family members attempting to honor the wishes of their deceased loved one [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted September 8, 2015

Crucial Considerations During Estate Planning

As you and a qualified attorney are drafting estate planning documents, be sure to consider the following and express to your attorney exactly how you want your assets to be distributed after [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted August 25, 2015

Compiling Digital Asset Account Access Information

Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative.  You should designate who you [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted August 21, 2015

Appointing a Digital Fiduciary

            When planning for the transfer of your digital assets, you should be sure the person given the power to access and disperse information from your digital accounts is technologically [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted August 18, 2015

How can I plan to transfer my digital assets after I die?

To ensure that your digital assets are protected and dealt with as you desire after death, be sure to compile all usernames and passwords for online subscriptions and accounts in a secure [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Probate
Posted August 14, 2015

What happens to my digital assets after death?

Digital assets such as online bill pay accounts, online investment management accounts, personal records, digital movies, books, games, airline rewards points, and photos must be accounted for in [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Guardianship
Posted August 7, 2015

How can I ensure my medical treatment wishes will be honored

An essential part of estate planning is setting up clear instructions for loved ones about your wishes with regard to medical treatment.  It is incorrect to believe that a Last Will & [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted July 28, 2015

Modifying an Irrevocable Trust

Florida’s Trust code allows courts to modify irrevocable trusts which are unambiguous but which have terms that are considered contradictory or wasteful.  Courts can modify trusts if the trust’s [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Tax Law
Posted June 12, 2015

Form 114 (FBAR) for Foreign, non-US Financial Assets Needs to be Filed by June 30th

Were you an account holder for a financial account located outside of the US valued at over $10,000 in 2014?  If so, you must file an FBAR by June 30th.  An FBAR, also known as Form 114, must be [...]

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