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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

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Tag Archives for: "Estate Planning"
Home » Estate Planning » Page 2
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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning
Posted February 9, 2018

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, Jacobs & Byrne, P.A.
In Estate Planning
Posted January 12, 2018

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, Jacobs & Byrne, P.A.
In Estate Planning
Posted January 2, 2018

Recent Survey Has Found That More Than Half Of Americans Currently Do Not Have A Will

A survey of approximately 1,000 adults, conducted by the Princeton Survey Research Associates International in January of 2017 indicates that only approximately 42% of Americans adults have [...]

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

What is Your Estate Planning IQ?

Kiplinger.com has a new quiz that allows an individual to assess their smarts when it comes to Estate Planning, Wills and Trusts. This quiz is multiple choice, consists of ten questions, and will [...]

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

When Can I Contest a Will?

Florida law gives individuals the power to contest Wills in the cases of fraud, mental incapacity or undue influence. In Florida, you can challenge a Will within the statute of limitations before [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Firm News
Posted December 7, 2017

Lifetime and Estate Planning – A Seminar by Experts

Babette Bach and Fred Jacobs will be speaking at a Heritage Oaks event, “Lifetime and Estate Planning – A Seminar by Experts”, being held at their clubhouse on January 15th, 2018 at 2:00pm. [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Estate Planning, Probate
Posted November 24, 2017

What Happens to Jointly Owned Stock After a Spouse Dies?

In Florida, selling jointly owned stock is different than selling another jointly owned asset. If you and your spouse owned the stock jointly and with the right of survivorship, then when your [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted November 21, 2017

Who Should be My Successor Trustee?

If you have created a living trust, you may have appointed yourself as trustee so that you can be in charge of the assets titled to the trust while you are alive. However, you must also decide [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Firm News
Posted November 20, 2017

Babette will be speaking about Medicaid at The Academy of Florida Elder Law Attorneys UnProgram in December 2017

December 1-2, 2017 Babette Bach will be attending and, this year, speaking at the The Academy of Florida Elder Law Attorneys UnProgram in December at the Hyatt Regency in Orlando. She is looking [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted November 7, 2017

How to Choose a Personal Representative for Your Estate: Attributes of the Personal Representative

Being the Personal Representative of an Estate is a solemn responsibility. Therefore, you should choose an individual that is honest, diligent and reliable. Most people opt to designate a family [...]

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