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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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Tag Archives for: "Estate Planning"
Home » Estate Planning
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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted July 24, 2018

What is a Codicil, and How Does It Relate to Estate Planning?

A codicil is a document that supplements a Will that has already been created and is an estate planning tool that allows provisions to be made to said Will. People generally create a codicil to [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning
Posted July 20, 2018

Are “Deathbed Wills” Valid in Florida?

A deathbed Will is one developed and executed when the individual creating the Will is facing imminent death. A deathbed Will may be created if someone experiences a rapid decline in health, [...]

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By Bach, Jacobs & Byrne, P.A.
In Probate
Posted July 13, 2018

What is a Will Caveat, and When Should I File One?

Essentially, a Will caveat is an objection to a Will. A Will caveat provides an individual with the ability to present evidence that some aspect of a Will makes it legally invalid. Once the [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Probate
Posted July 6, 2018

How to Correct a Death Certificate in Florida

In order to correct a death certificate, you must submit a request to the Bureau of Vital Statistics in Florida. This request must include the following documents: an Application For Amendment To [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Estate Planning, Tax Law
Posted June 8, 2018

What is a Qualified Domestic Trust (QDOT)?

A qualified domestic trust (QDOT) is a marital trust utilized for the benefit of a spouse that is not a U.S. citizen. This type of trust allows a non-U.S. citizen who is married to a U.S. citizen [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted April 6, 2018

What Inheritance Rights Does My Adopted Child Have?

Typically, adopted children have the same legal right to inherit assets from their adoptive parents as biological children do. When a child is adopted, their legal ties to their biological [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Estate Planning
Posted March 20, 2018

What is Decanting a Trust?

A trust is an entity created by an individual (the settlor) to hold assets for the benefit of the trust’s beneficiaries, while a trustee is appointed to manage the trust. Decanting a trust is the [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Estate Planning
Posted March 6, 2018

What is a Spendthrift Trust and Should I Consider Implementing One for My Troubled Child?

A spendthrift trust is a trust created for an individual that gives an independent trustee full authority regarding how the trust funds may be spent to meet the needs of the beneficiary (the [...]

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By Bach, Jacobs & Byrne, P.A.
In Probate
Posted February 27, 2018

The Basic Steps of Probate in Florida

Probate is the legal process of proving that a Will is valid in court and administering the estate of the decedent according to the terms of their Will. If you are the personal representative of [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted February 13, 2018

What Is an Explanatory Letter and How Does It Relate To a Will?

An explanatory letter is a separate document that you attach to your Will. The purpose of an explanatory letter is to explain the wishes set forth in your Will. When you create a Will, it is wise [...]

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