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Question:     What happens when someone dies owning real estate or other assets in Florida, but is a resident of another state? Answer:    If a deceased person was a resident of a state other [...]

The Supreme Court of the United States’ ruling that a portion of the Defense of Marriage Act (“DOMA”) is unconstitutional may allow same sex spouses who were legally married under state law at [...]

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 [...]

Bach & Jacobs, P.A. is pleased to announce that Sean M. Byrne will be joining the firm this summer. Mr. Byrne’s practice focuses on trust & estate planning, probate, guardianship, [...]

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 [...]