5 Misconceptions You May Have About a Durable Power of Attorney in Florida
A Florida estate planning attorney at Kramer Green can help you create a comprehensive estate plan for you and your family, including a durable power of attorney under Florida Statutes § 709.2101 et seq. We can help you determine what your objectives are for your estate plan and how to meet those goals during the estate […]
Can I Appoint a Person as Personal Representative of My Estate Who is Also a Beneficiary?
Appointing a personal representative of your estate is a critical part of your estate plan. As your personal representative is responsible for administering your estate plan and ensuring the distribution of your assets according to that plan, you should ensure that you are choosing the most qualified and appropriate person to fill that role. One […]
5 Estate Planning Steps for New Parents
Adding a child to your family is a life-changing event that significantly affects every aspect of your life. However, one issue you may fail to recognize, particularly as a young parent, is the importance of estate planning. After the birth or adoption of a child, you likely need to take some steps to review and […]
What is an Irrevocable Life Insurance Trust and How Does It Work?
An estate plan can contain various elements, including an irrevocable life insurance trust. Depending on your situation, this type of estate planning mechanism may or may not be right for you. An estate planning lawyer at Kramer, Green, Zuckerman, Greene & Buchsbaum, P.A. can evaluate your situation, present the full range of your options, and […]
5 Ways to Update Your Estate Plan After Your Divorce
A divorce is a life-changing event that touches all aspects of your life. However, one issue you might fail to realize is the importance of updating your estate plan following a divorce. After a divorce, you likely need to take some steps to review and update your estate plan. Working with an estate planning lawyer […]
Estate Planning Strategies for Small Businesses
While you are probably familiar with the need to engage in individual estate planning, you might not stop to think about how an unexpected death or incapacitating event might affect your business. As a business owner, you tend to focus on immediate goals and issues, but you also must look at the future by preparing […]
4 Reasons Why Naming a Minor as a Beneficiary of Your Will, Trust, or Other Financial Account is a Bad Idea
As a parent, you likely want to provide for your children or grandchildren in your estate plan. When you begin the process of estate planning, these individuals often may be minors. The question becomes how to achieve your estate planning goals in terms of sufficiently providing for your children while still avoiding the pitfalls that […]
Should I Include a HIPAA Authorization in My Estate Plan?
Estate planning is the process by which individuals create a comprehensive plan to protect their assets, avoid probate and estate taxes, and determine who will receive their assets after they pass away. An estate plan can contain various elements, but one component is HIPAA authorization, or allowing another person to receive your personal medical information […]
3 Reasons to Update Your Estate Plan After Moving to Florida
Individuals often move to Florida to take a new job or to live out their retirement years in a warmer climate. However, when you move to Florida from another state, you likely need to take some steps to update your estate plan. Working with an estate planning lawyer can help you determine the appropriate measures […]
How Does Trust Administration Work in Florida?
Trust administration is the process by which a trustee carries out the terms and conditions of a trust after the settlor’s death or the person who created the trust. This administration type generally occurs outside the probate court system and is much different from probate administration. Although avoiding probate is a major goal of creating […]