Estate Planning

Question: My widowed father recently died and his will directed that his estate should be split between my brother and me.  My brother is well off, where I have struggled financially.  To help me [...]

Assets pass to the family members the state presumes to be the intended heir. If you pass away with a spouse and children surviving you, 100% of your estate would go to your spouse. If you pass [...]

Question: What happens when someone dies without a will in Florida? Answer: When someone dies ‘intestate’ (without a will), the State of Florida has an established protocol and priority that sets [...]

Question: My parent executed a power of attorney document in another state that appoints me the attorney in fact.  As a Florida resident, can I use the out-of-state power of attorney document to [...]

Babette Bach will be the keynote speaker for a seminar March 20, 2013 at the Jewish Foundation in Sarasota. Topics will include estate planning and the basic recommended documents to have in [...]

Babette Bach will be the keynote speaker for a seminar March 15, 2013 at the Palm Aire Country Club in Sarasota. Topics will include estate planning and the basic recommended documents to have in [...]

In September 2012, there was a change in the POMS prohibiting Special Needs Trustees from being able to reimburse family members for travel to visit a beneficiary. This change stated that a [...]

The Consumer Financial Protection Bureau is planning stronger disclosure requirements for reverse mortgages as more evidence emerges that senior citizens are using the product without fully [...]

Only an attorney is licensed to draft a Qualified Income Trust.Medicaid planning companies are not licensed to draft Qualified Income Trusts, unless they have a Florida licensed attorney on staff [...]

An outdated estate plan is an ineffective estate plan, so you need to make sure you keep your plan up-to-date. There are certain key life moments when you need to revisit your plan. When you get [...]