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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

Estate Planning

Home » Estate Planning » Page 12
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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted February 10, 2017

How do I find unclaimed property?

Companies and financial institutions are required under law to returns the money from abandoned accounts to the state of the owner’s last address. To find missing funds, you could begin your [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted February 9, 2017

What to Know About Having Witnesses Present at Your Will Signing

When you create a Will, you must obtain signatures from at least two witnesses at the time you sign it for it to be considered valid. The purpose of having two witnesses is so that, if the [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted February 7, 2017

What is unclaimed property?

Unclaimed properties are the assets in accounts that have remained inactive for more than a year. This unclaimed property includes assets in checking and savings accounts, stocks, dividends, [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted January 19, 2017

Estate Planning Documents Everyone Needs To Have

Attorney Babette Bach Esq. is looking forward to speaking on the topic of “Estate Planning Documents Everyone Needs To Have” at The Glenridge on Palmer Ranch, 7333 Scotland Way, Sarasota, FL [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning
Posted January 17, 2017

How do I change my advance directive?

Advance directives are documents that spell out your medical wishes for end-of-life care. Advance directives include living wills and the appointment of healthcare surrogates. As you get older it [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted January 13, 2017

What property does not go into a living trust?

While it is common for people to put valuable assets in their living trusts, there is a long list of property that is usually excluded from trusts.   Property of Little Value Property of [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted January 12, 2017

How Does Remarriage Affect Estate Planning?

As our society has increasingly high divorce and remarriage rates, more individuals are faced with the task of updating or revising their Estate Planning documents to account for their change in [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted January 10, 2017

What property goes into a living trust?

Unlike a testamentary trust, which is set up in a will and takes effect after someone’s death, a living trust is established and funded during one’s lifetime. A revocable trust can also be [...]

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By Bach and Jacobs PA
In Estate Planning, Guardianship, Long-Term Care
Posted January 6, 2017

Planning with Your Sibling to Care for Elderly Parents

Instead of coming up with a strategy for caregiving arrangements right after an emergency room visit or life-threatening event, it is good for families to meet early during a time when everyone [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted December 27, 2016

Digital assets act grants personal representatives access to digital data

Senate Bill 494, also known as the Florida Fiduciary Access to Digital Assets Act, took effect July 1, 2016. The act allows fiduciaries to manage digital assets and communications in the same way [...]

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