ESTATE PLANNING IN FLORIDA
|
|
- Derrick Gordon
- 7 years ago
- Views:
Transcription
1 ESTATE PLANNING IN FLORIDA fr fr Understanding What an Estate Plan Is, What Role it Can Play in Your Life, and Why It's So Important to Create One Now Rather than Later Is Essential ROBERT J. KULAS FLORIDA ESTATE AND MEDICAID PLANNING ATTORNEY
2 What do you think when you hear someone say estate planning? If you're like most Americans, you don't have a firm grasp of what estate planning actually is. Though it is difficult to determine an exact figure, it's estimated that a majority of Americans never get around to creating any kind of estate plan whatsoever. To help shed some light on this vital topic, we're going to discuss some basic ideas that everyone should know about estate planning. Whether you are young, old, or anywhere in between, understanding what an estate plan is, what role it can play in your life, and why it's so important to create one now rather than later is essential. ESTATES Before we jump into the deep end by discussing what estate planning is, it's necessary the first understand what we mean when we refer to your estate. A lot of people mistakenly assume that an estate is a large home, piece of land, or otherwise something that only wealthy people have. This cannot be further from the truth. When your lawyer talks about your estate, what he or she is referring to is the legal realities that follow death. Put simply, an estate is everything you leave behind after you die. Whether you leave behind Estate Planning in Florida Part 1 2
3 documents, property, debt, or anything else, all of this is lumped together into your estate. In other words, everyone will leave behind an estate, whether they realize it or not. ESTATE PLANS If an estate is what you leave behind after you die, an estate plan is what you do while you are still alive in an attempt to control what happens to that estate. Though no two estate plans are ever identical, they all rely on the same basic tools. Each of these tools is designed to allow you to make certain kinds of choices. The choices you make for your estate plan can control a wide variety of issues. For example, one of the most common issues that people address through their estate plans is the question of inheritances. How much do you want to leave your spouse when you die? What about your Estate Planning in Florida Part 1 3
4 children or your grandchildren? Are there charitable organizations, religious institutions, or other groups that you want to include in your inheritance plan? Regardless of your specific answers to those questions, what is the best way you can ensure that your inheritances will not only be as large as you can make them, but will be inherited by your heirs as quickly as possible? Estate plans are designed to allow you to answer all of these questions. When you begin the planning process, you and your lawyer sit down and discuss the kinds of choices you will have to make. After thinking about your options and making your individual decisions, you can then go about the process of creating the individual tools that meet your needs. It's also important to point out that the questions your plan addresses will need to be answered regardless of whether you complete the estate planning process or not. If you choose not to create an estate plan, or only create an incomplete plan, the questions that go unanswered will be answered by someone other than you. Depending on your circumstances, the laws of the state of Florida, a court, or someone appointed by a judge will answer the important estate planning issues your plan doesn't address. Estate Planning in Florida Part 1 4
5 In other words, if you don't create an estate plan, someone else will make estate planning decisions for you whether you like it or not. INCAPACITY PLANS It's also important to realize that estate planning is about more than addressing what happens to your property after you die. Though everyone will eventually leave behind an estate, you might also leave behind an estate if you become incapacitated or are no longer able to communicate or make decisions. In the event of your incapacitation, someone will have to manage your property for you, and will have to make decisions on your behalf. Estates left behind by incapacitated people are often more complicated than those left behind by the deceased because that person is still alive. As with estate planning, incapacity planning allows you to make choices that will take effect if and only if you become incapacitated. Similarly, if you fail to make choices on your own, you leave it up to others to make them for you, and without your input. Estate Planning in Florida Part 1 5
6 INDIVIDUALIZED ADVICE Even though creating an estate plan is something that every capable adult in Florida should do, it's something that far too few ever actually get around to doing. The legal reality is that you are never under any obligation to create any kind of will, incapacity planning device, or any estate planning tool of any kind. On the other hand, should you decide that creating an estate plan is important to you, you should never try to create a plan on your own. Even though this brief discussion has only highlighted a few of the issues your estate plan will have to address, the sheer multitude of choices available to you is hard to grasp when you are beginning the process. As someone who wants to develop a comprehensive estate plan, it will always be in your best interest to contact an experienced estate planning attorney to help you. Our attorneys and staff have been helping people in Florida develop estate plans for years. While the tools we might use are often similar from plan to plan, the choices those plans protect are always up to the individual to make. No one can make your estate planning decisions for you, and only after considering all your options and weighing your desires against the legal realities can you begin creating a plan that fits each of your needs Estate Planning in Florida Part 1 6
7 .About the Author Robert J Kulas Robert is the founder and principal shareholder in the Port St. Lucie and Vero Beach law offices of Robert J. Kulas, P.A. Because he believes that helping his clients manage their personal affairs wisely is one of the most worthwhile professional activities he can pursue, he has devoted his practice exclusively to estate planning. Robert has invested considerable time and energy helping to educate others in estate planning and is widely regarded as a dynamic speaker who can make even the most complex estate planning issues easy to grasp. He provides free monthly seminars to inform the public on the importance of proper estate planning. Over the past twenty years, thousands of people have come to hear him speak. Helping people understand their options for estate planning is very important to me, Robert said. I like to think that people in our community can look to me for the kind of quality information they need to decide what is best for them and their families. About Robert J. Kulas, P.A. Attorneys at Law Robert J. Kulas, P.A. Attorneys at Law is a full service estate planning and wealth preservation law firm servicing Port St. Lucie and Vero Beach, Florida. The firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call the office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future. East Lake Professional Center 2100 SE Hillmoor Drive, Suite 105 Port St. Lucie, FL Phone: (772) Univest Building 2770 Indian River Blvd., Suite 321 Vero Beach, FL Phone: (772) Estate Planning in Florida Part 1 7
ESTATE PLANNING FOR FLORIDA SENIORS PART 1
ESTATE PLANNING FOR FLORIDA SENIORS PART 1 Comprehensive estate plan allows you to answer a number of vital questions that can affect you, your family and your property. ROBERT J. KULAS FLORIDA ESTATE
More informationFLORIDA PROBATE (PART 1)
FLORIDA PROBATE (PART 1) Better fr Understanding of What Probate Is, How it Works, and What Steps you Can Take to Influence, It Is Important if you Intend on Creating A Comprehensive Estate Plan ROBERT
More informationLaw Offices of Albert Gurevich 111 Broadway, Suite 1305, New York, NY 10006, Tel. (212) 233-1233 www.nyestateslawyer.com
THREE CRUCIAL STEPS IN NEW YORK ESTATE PLANNING Jennifer Sayad, Esq. THREE CRUCIAL STEPS IN NEW YORK ESTATE PLANNING Jennifer Sayad, Esq. Introduction So we all know that we are going to die eventually.
More informationA QUICK GUIDE TO REVOCABLE LIVING TRUSTS. The revocable living trust (RLT) has three roles that you should be familiar with:
A QUICK GUIDE TO REVOCABLE LIVING TRUSTS The following are questions and answers on revocable living trusts. This popular estateplanning tool can be very useful in a wide variety of situations. Whether
More informationWHY CALIFORNIA ELDER LAW MATTERS
WHY CALIFORNIA ELDER LAW MATTERS Get a Better Idea of What Elder Law Is and Why It Matters Not Just to Seniors but to Younger People As Well TIMOTHY P MURPHY NORTHERN CALIFORNIA CENTER FOR ESTATE PLANNING
More informationINTESTACY (PART 2) MICHAEL ROBINSON ROCHESTER NEW YORK AREA ESTATE PLANNING ATTORNEY
NEW YORK INTESTACY (PART 2) A Look At Some of the Practical Concerns that Arise When Someone Dies Intestate and How the Process of Intestate Succession Actually Takes Place MICHAEL ROBINSON ROCHESTER NEW
More informationRevocable living trusts
Revocable living trusts A flexible and practical estate planning tool A revocable living trust can accomplish a variety of personal, family and tax planning goals. It typically lets you retain complete
More informationHow To Save Your Family From Deep Financial Mistakes With Proper Estate Planning
How To Save Your Family From Deep Financial Mistakes With Proper Estate Planning Wills, Living Trusts, and How To Avoid Time Consuming and Expensive Probates. By: Brian Willie, Attorney At Law Orange County
More informationLIVING TRUSTS POWER OF ATTORNEY TENANCY BY THE ENTIRETY
ESTATE PLANNING AND ASSET PROTECTION YOUR GUIDE TO LIVING TRUSTS POWER OF ATTORNEY TENANCY BY THE ENTIRETY common estate plans WILL At one time, the most common estate plan was a last will and testament.
More informationPRESTIGE SOLICITORS & ASSOCIATES
WILL KIT Peace of mind for your whole family Level 1, 221 Merrylands Road MERRYLANDS NSW 2160 Phone: (02) 9637 5011 Fax: (02) 9637 5022 Email: admin@prestigesolicitors.com.au DISCLAIMER: Prestige Solicitors
More informationFrequently Asked Questions
Frequently Asked Questions What is a Revocable Living Trust? A trust is a contract where one (Grantor/Settlor) or two or more persons (Grantors/Settlors) transfers property to a non-person entity for the
More informationIDENTIFYING THE RIGHT TRUST FOR YOUR SITUATION PLAN FOR TOMORROW, TODAY
IDENTIFYING THE RIGHT TRUST FOR YOUR SITUATION PLAN FOR TOMORROW, TODAY Life s ups and downs make it difficult to predict the future. Your family, your health, your career may all look fine today, but
More informationMinnesota Laws -Wills
Minnesota Laws -Wills A will is the most common document used to specify how an estate should be handled after death. Anyone designated to receive property under a will (or trust) is called a beneficiary.
More informationUNDERSTANDING LIVING TRUSTS FOR FLORIDA RESIDENTS
UNDERSTANDING LIVING TRUSTS FOR FLORIDA RESIDENTS A PRACTICAL GUIDE ON HOW TO: Avoid Probate Save Estate Taxes Minimize/Avoid Court Intervention Help Reduce Risk of Exploitation Rarick, Beskin & Garcia
More informationMake and register your lasting power of attorney a guide
LP12 Make and register your lasting power of attorney a guide Financial decisions including: running your bank and savings accounts making or selling investments paying your bills buying or selling your
More informationTIMOTHY P. MURPHY NORTHERN CALIFORNIA CENTER FOR ESTATE PLANNING AND ELDER LAW Estate Planning in California www.norcalplanners.
ESTATE PLANNING IN CALIFORNIA Taking the Time to Understand Some Basic Issues that Are Involved in the Estate Planning Process Can Greatly Help As You Go About Creating Your Own Plan TIMOTHY P. MURPHY
More informationWills and Estate Planning Preserving your wealth for future generations
Wills and Estate Planning Preserving your wealth for future generations Peace of mind for you and your family Thinking about your Will and how you would like your Estate to pass on death can be an uncomfortable
More informationWhat s the Difference Between A Power of Attorney and a Guardianship?
What s the Difference Between A and a? And Which Would I Rather Have? What is a? Two kinds: Financial Medical Document which gives someone else authority to make medical decisions (medical power of attorney)
More informationWills & Inheritance in Greece. Wills & Probate. Other Legal Services. Property Law. Business Law
Wills & Inheritance in Greece Property Law Wills & Probate Business Law Other Legal Services If you have or are about to acquire assets in Greece you should consider how they will be dealt with after you
More informationCompliments of Paralegal-Brain-Blog A Division of Tehachapi Court Services
GOD BLESS AMERICA AND ALL WHO DWELL WITHIN Understanding ESTATE PLANNING AND LIVING TRUSTS, ELIMINATE ESTATE TAXES AND MORE Rule of Thumb: Living Trusts are not just for the wealthy. If your assets exceed
More informationGet the New Year Started Off Right with Estate Planning
P A G E 1 Get the New Year Started Off Right with Estate Planning As your family grows, so does the importance of reassessing your estate Having an estate plan in place will ensure your legacy goals are
More informationTALKING TO YOUR AGING PARENTS
TALKING TO YOUR AGING PARENTS A free publication provided by The West Virginia State Treasurer s Office Visit www.wvtreasury.com or Call 1.800.422.7498 From the Office of West Virginia State Treasurer,
More information1: You Need a Good Estate Plan
1: You Need a Good Estate Plan A good estate plan will help you anticipate the future and manage the present. It is in your best interest and that of your heirs to make certain your intentions are clear.
More informationRevocable Trusts WHAT IS A REVOCABLE TRUST?
Revocable Trusts The Revocable Trust (often referred to as a Living Trust ) is a popular and effective estate planning technique used throughout the United States. Its advantages (and disadvantages) should
More informationharris law Succession Planning Explanatory Notes lawyers + consultants solutions
harris law solutions Succession Planning Explanatory Notes lawyers + consultants Level 7 320 Adelaide Street Brisbane QLD 4000 GPO Box 2918 Brisbane QLD 4001 Ph: (07) 3211 8144 A Succession Plan (or Estate
More informationTotal Financial Solutions. Practical Perspectives on Estate Planning
Total Financial Solutions Practical Perspectives on Estate Planning Contents Why estate planning? 2 A holistic approach 3 Where to start 4 Examine all aspects of your life to 4 ensure your estate plan
More informationUsing trusts can help to make sure your financial plans take care of the future
Using trusts can help to make sure your financial plans take care of the future 2 Trusts and what they do If you ve already taken the time to make financial plans for the future, using trusts can help
More informationCHERYL K. DAVID North Carolina Estate Planning and Elder Law Attorney
NORTH CAROLINA PET PLANNING PART 1 In this month's discussion of important estate planning topics, we focus our attention on the animal companions that so many of us hold dear. When you have pets or other
More informationINCAPACITY PLANS IN NEW YORK
INCAPACITY PLANS IN NEW YORK FOUNDATIONAL IDEAS While Creating an Incapacity Plan Will Require You and Your Attorney to Sit Down to Draft Some Specific Legal Documents, Understanding What Incapacity Is,
More information7 Reasons to Have a Trust in California
ROCHELLE J. BIOTEAU, PARTNER Direct Dial Number (619) 696-8854 Direct Fax Number (619) 696-8190 Email Address: rjblaw@cox.net SQUIRES, SHERMAN & BIOTEAU, LLP A LIMITED LIABILITY PARTNERSHIP INCLUDING PROFESSIONAL
More informationLAST WILL AND TESTAMENT
LAST WILL AND TESTAMENT WHAT IS A WILL? A will is a legal document prepared during your lifetime to take effect upon your death. IT ALLOWS YOU TO: decide what to do with your Estate rather than have the
More informationESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE Please complete this form to the best of your ability and bring it with you to our initial meeting. Your cooperation in this regard will make your appointment more productive
More information- USING SPECIFIC TOOLS
INCAPACITY PLANNING IN NORTH CAROLINA - USING SPECIFIC TOOLS While You Can Make Almost Any Decision You Like When Creating an Incapacity Plan, Failing to Make Those Decisions in the Proper Way Will, at
More informationOVERVIEW OF THE CALIFORNIA PROBATE PROCESS
Understand the Probate Process in California and What Happens When You Die Without a Valid Will OVERVIEW OF THE CALIFORNIA PROBATE PROCESS Scott P. Schomer Los Angeles Estate Planning and Elder Law Attorney
More informationSouthern Caregiver Resource Center
Southern Caregiver Resource Center Caring for those who care for others Fact Sheet: Legal Issues and Consultation Introduction When an adult member of your family has been diagnosed with a medical condition,
More informationSAN DIEGO LAW FIRM S GUIDE TO ESTATE PLANNING SERVICES
SAN DIEGO LAW FIRM S GUIDE TO ESTATE PLANNING SERVICES Table of contents Why choose San Diego Law Firm? 1 SDLF estate planning service offerings 3 What it s like to work with SDLF 5 How to get started
More informationEasy Read summaryummary
Easy Read summaryummary Mental Capacity Act 2005 - A Summary Mental capacity means being able to make your own decisions The Mental Capacity Act 2005 will help people to make their own decisions. The Mental
More informationEstate Planning Checklist
Estate Planning Checklist BASIC DOCUMENTS THAT SHOULD BE PART OF EVERY PLAN Last Will and Testament Living Will Durable Power of Attorney For Healthcare Durable Power of Attorney For Finances and Property
More informationENDURING POWER OF ATTORNEY - My role as Attorney -
What is an Attorney ENDURING POWER OF ATTORNEY - My role as Attorney - When a person makes an Enduring Power of Attorney, he or she appoints another person to manage finances and other assets. The person
More informationAn Overview of Estate Planning Strategies
An Overview of Estate Planning Strategies Rehberg Law Group, P.S. Attorneys and Counselors at Law An Overview of Rehberg Law Group, P.S. R ehberg Law Group, P.S. is a law firm devoted to Estate Planning,
More informationEveryone has an Estate Plan--- is it the correct plan?
Estate Planning for Families with Special Needs Children Presented by Julia Nickerson, JD Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization Nickerson Law Group
More informationEVERYTHING YOU OWN & EVERYONE YOU CARE ABOUT. An Estate Planning Primer
EVERYTHING YOU OWN & EVERYONE YOU CARE ABOUT An Estate Planning Primer For The Clients Of 7350 Cirque Drive W, Suite 201 University Place, WA 98467 (253) 759 8354 www.ppatpa.com Presented By T. Gary Connett
More informationB M O N E S B I T T B U R N S. A Guide to Granting Powers of Attorney
B M O N E S B I T T B U R N S A Guide to Granting Powers of Attorney A Guide to Granting Powers of Attorney 1 Contents Introduction...Page 2 What is a Continuing Power of Attorney?...Page 3 Why a Continuing
More informationPLANNING FOR THE FUTURE:
PLANNING FOR THE FUTURE: Wills & Advanced Directives FLORIDA RURAL LEGAL SERVICES TABLE OF CONTENTS WILLS... 3 PROBATE... 6 LIVING WILLS... 8 DESIGNATION OF HEALTH CARE SURROGATE... 9 2 WILLS WHAT IS A
More informationOUTLINE OF HOW A DECEDENT S ESTATE IS ADMINISTERED Copyright 2007-2014 F. Michael Friedman
OUTLINE OF HOW A DECEDENT S ESTATE IS ADMINISTERED Copyright 2007-2014 F. Michael Friedman This memorandum outlines the general course by which a decedent s estate is handled in the Commonwealth of Pennsylvania.
More informationProviding for Your Companion Animal s Future Without You
Providing for Your Companion Animal s Future Without You The Humane Society Legislative Fund Since companion animals usually have shorter life spans than their human caregivers, you may have planned for
More informationThe POCKET LAWYER Self-Help Series
The POCKET LAWYER Self-Help Series Understanding California Revocable Living Trust Agreements The information in this brochure is for educational purposes only and is intended to assist you in preparing
More informationESTATE PLANNING. Remember, estate planning is based on the idea that when you prepare in advance, you can prevent problems down the road.
ESTATE PLANNING INTRODUCTION: Estate planning is a process that involves people, assets, and your wishes. You should consider how your assets will be managed for your benefit if you are unable to do so,
More informationWills in Minnesota. Provided By Cameron Law PLLC (507) 206-4976
Wills in Minnesota Provided By Cameron Law PLLC (507) 206-4976 When you die, what will happen to your home, your property, your children? You can answer these questions in a written document called a Will.
More information14. Probate in the State of Washington
-63-14. Probate in the State of Washington What Is Probate? Probate is a court-supervised procedure that determines the ownership of property of a deceased person (a decedent). When a person dies, all
More informationCommunity Legal Information Association of Prince Edward Island, Inc.
Community Legal Information Association of Prince Edward Island, Inc. Wills and Estates: Information for Executors An executor is the person named in a will to carry out the instructions in the will. The
More informationCalifornia Wills, Trusts and Estate Planning
California Wills, Trusts and Estate Planning ANDREW M. MEINZER ATTORNEY & COUNSELOR AT LAW 3848 W. Carson St., Ste. 220 Torrance, CA 90503 P.O. Box 14147 Torrance, CA 90503 Voice (310) 375-3350 Fax (310)
More informationCommunity Legal Information Association of PEI. Wills. 902-892-0853 or 1-800-240-9798 www.cliapei.ca clia@cliapei.ca
Community Legal Information Association of PEI Wills 902-892-0853 or 1-800-240-9798 www.cliapei.ca clia@cliapei.ca This booklet is part of a series called Putting Your Affairs in Order At Any Age. Publications
More informationA Closer Look at Revocable Living Trusts in Oklahoma and Some of the Benefits This Type of Trusts Offer
WHY WOULD I WANT A REVOCABLE LIVING TRUSTS IN OKLAHOMA? What Are the Differences Between Medicare and Medicaid? A Closer Look at Revocable Living Trusts in Oklahoma and Some of the Benefits This Type of
More informationWhat you need to know about a last will and testament
What you need to know about a last will and testament This brochure provides basic guidelines regarding Wills and the administration of deceased estates. It does not substitute any applicable laws and
More informationWhy you need an estate plan. Now. Make things easier for the people you love.
Why you need an estate plan. Now. Make things easier for the people you love. Eight questions it s best to answer now. No one can predict the future, but one thing is sure: If we leave unanswered questions
More informationViewpoint. Using a Trusteed IRA to Protect, Preserve and Control Your IRA Assets
Viewpoint NATALIE B. CHOATE APRIL 2015 Using a Trusteed IRA to Protect, Preserve and Control Your IRA Assets The first IRAs were created in 1975 and contained no more than that year s maximum contribution
More informationGeorgia Advance Directive for Health Care
Georgia Advance Directive for Health Care In order to have a legal document that expresses your wishes for the health care you want to receive at the end of your life, you should complete a Georgia Advance
More informationProtecting Yourself and Your Property Before, During and After Divorce with a Properly Prepared Estate Plan
Protecting Yourself and Your Property Before, During and After Divorce with a Properly Prepared Estate Plan by Leanna Hamill, Attorney at Law Introduction If you are contemplating divorce or separation,
More informationThe Ultimate IRA Strategy
The Ultimate IRA Strategy Do you want your IRA account to live beyond YOU, Your Spouse and even live beyond your Children? If you answered NO, then read no further. Is the answer YES? Then continue to
More informationESTATE PLANNING ALERT TAX RELIEF TO END
ESTATE PLANNING ALERT TAX RELIEF TO END The Gift Tax Exemption of $5,120,000 per person is due to expire December 31, 2012. So act now to create a tax free estate plan for you and your family. Planning
More informationWILLS, POWERS OF ATTORNEY, AND HEALTH CARE DIRECTIVES
WILLS, POWERS OF ATTORNEY, AND HEALTH CARE DIRECTIVES Glossary Administrator Alternate Bequest Capable Codicil Consent Devise Estate Executor A person appointed by the courts to distribute the property
More informationInheritance: Laws of Inheritance & Unfair Gifts
Inheritance: Laws of Inheritance & Unfair Gifts A woman gifted her house to her niece only two weeks before her death, thus depriving her heirs, two sisters and a brother, from their shares of inheritance.
More informationEstate Planning Basics. An Overview of the Estate Planning Process
Estate Planning Basics An Overview of the Estate Planning Process What Is an Estate Plan? An estate plan is a map This map reflects the way you want your personal and financial affairs to be handled in
More informationWILLS AND ESTATES MAKING A WILL, OBTAINING GRANTS OF REPRESENTATION, DISPUTES & CLAIMS AGAINST A DECEASED ESTATE & ESTATE PLANNING
WILLS AND ESTATES MAKING A WILL, OBTAINING GRANTS OF REPRESENTATION, DISPUTES & CLAIMS AGAINST A DECEASED ESTATE & ESTATE PLANNING The most difficult time in any person s life is when a loved one is ill
More informationProbate and Estate Planning Section State Bar of Michigan. Durable Power of Attorney
Probate and Estate Planning Section State Bar of Michigan Durable Power of Attorney Notes 2 The Durable Power of Attorney Table of Contents The Problem.......................................... 4 Questions
More informationWriting Your Will. An Informational and Educational Guide For Residents of New York State
This material is provided to answer general questions about the law in New York State. The information and forms were created to assist readers with general issues and not specific situations, and, as
More informationPlanning Ahead DUNNING PLACE. Ministry of Justice and Attorney General
Planning Ahead DUNNING PLACE Ministry of Justice and Attorney General Planning Ahead There are times in our lives when we may lose the ability to make decisions for ourselves. At those times, someone else
More informationTIMOTHY P. MURPHY NORTHERN CALIFORNIA CENTER FOR ESTATE PLANNING AND ELDER LAW Can Northern California Probate Be Avoided? www.norcalplanners.
CAN NORTHERN CALIFORNIA PROBATE BE AVOIDED? Probate can be described as the legal process of estate administration. It provides oversight, but it can be timeconsuming and expensive. The process is also
More informationCommunity Legal Information Association of Prince Edward Island, Inc. Custody and Access
Community Legal Information Association of Prince Edward Island, Inc. Custody and Access Separating parents must make arrangements for child custody, access and visitation. This pamphlet explains some
More informationFour Pillars of Sales Success. Sales Training for Large Organisations
Four Pillars of Sales Success Sales Training for Large Organisations Contents Introduction 3 Confidence & Belief 4 Knowledge 5 5 Skills of Successful Sales People 6 Process and structure 7 Brian Abram
More informationIdaho Probate Attorneys Free Consultations Always Call Now (208) 322-8865
1. What is Probate? GET ANSWERS NOW 2. When is Probate Required in Idaho? 3. Is Probate Required if the Deceased Person had a Will? 4. What Happens if a Person Dies in Idaho Without a Will? 5. Is There
More informationFamily Law Information Centre Court Procedure Booklet MAKING AN EX PARTE (WITHOUT NOTICE) APPLICATION IN THE COURT OF QUEEN S BENCH
Family Law Information Centre Court Procedure Booklet MAKING AN EX PARTE (WITHOUT NOTICE) APPLICATION IN THE COURT OF QUEEN S BENCH Revised October 2010 MAKING AN EX PARTE (WITHOUT NOTICE) APPLICATION
More informationIt's Your Decision. How to Make an Advance Health Care Directive
It's Your Decision How to Make an Advance Health Care Directive What Is An Advance Health Care Directive (Directive)? A Directive is a written statement of your health care wishes. It is used in the event
More informationFive Reasons Why Most Don t Become Wealthy
Learn the secrets to becoming financially independent. Five Reasons Why Most Don t Become Wealthy Brian Tracy WWW.BRIANTRACY.COM FIVE REASONS WHY MOST DON'T BECOME WEALTHY BRIAN TRACY 1 FIVE REASONS WHY
More informationESTATE PLANNING WORKBOOK
Mortel Law, PLLC 7825 3 rd Street N, Suite 204 St. Paul, MN 55128 Tel 651.288.2843 Fax 651.731.5496 jmortel@mortellaw.com ESTATE PLANNING WORKBOOK This packet is provided as part of the Estate Planning
More informationHEIRS PROPERTY: WHAT IT IS AND WHAT TO DO ABOUT IT
HEIRS PROPERTY: WHAT IT IS AND WHAT TO DO ABOUT IT Ownership of property can be like a vegetable garden if you do not tend to it regularly and carefully, you may end up with nothing. This is especially
More informationKURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655
KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655 Kurt D. Panouses is Board Certified by the Florida Bar as a Specialist in
More informationA GUIDE TO WEALTH PROTECTION FINANCIAL GUIDE PRESERVING YOUR WEALTH FOR THE NEXT GENERATION
A GUIDE TO WEALTH PROTECTION PRESERVING YOUR WEALTH FOR THE NEXT GENERATION FINANCIAL GUIDE A GUIDE TO WEALTJH PROTECTION WELCOME CONTENTS Preserving your wealth for the next generation Welcome to our
More informationMYTHS AND MISCONCEPTIONS
TEXAS ESTATE PLANNING Estate Planning and Special Needs Trusts MYTHS AND MISCONCEPTIONS HOW MUCH DO YOU REALLY KNOW ABOUT ESTATE PLANNING? There are a surprising number of myths and misconceptions surrounding
More informationHuonville: Ph: 03 6264 2967 Hobart: Ph: 03 6220 2777 www.tlaw.com.au
Powers of Attorney Huonville: 8/16 Main St, Huonville 7109 DX 70754, Huonville PO Box 239, Huonville 7109 Ph: 03 6264 2967 Hobart: Level 1, 18 Elizabeth St, Hobart 7000 DX 231, Hobart GPO Box 16, Hobart
More informationWILLS AND ESTATES. Arthur D. Sederbaum, Esq.
9 WILLS AND ESTATES Arthur D. Sederbaum, Esq. WILLS AND ESTATES Q. How old does a person need to be in New York to make a will? A. Eighteen. In addition, the testator must be of sound mind and memory,
More informationLIVING TRUSTS AND AVOIDING PROBATE
SIUC Legal Clinic 104 Lesar Law Building Southern Illinois University at Carbondale Carbondale, Illinois 62901-6821 618-536-4423 618-536-7723 (FAX) 618-453-8727 LIVING TRUSTS AND AVOIDING PROBATE INTRODUCTION
More informationLegal Service. Legal Security Package. Plan 5M, 3/10, I-044
5M, 3/10, I-044 Legal Service Plan Legal Security Package Date Received: For Office Use Only Q. Rev. HCP/POA Mailed Initials Date Initials Date Legal Plan Covered Participant s Name: First Middle Last
More informationSeniors and the Law. Public Legal Information. Contents: In Newfoundland and Labrador. www.publiclegalinfo.com
In Newfoundland and Labrador www.publiclegalinfo.com Public Legal Information Association of NL Contents: Wills Enduring Power of Attorney Advance Health Care Directives Glossary of Terms Seniors and The
More informationFAMILY LAW AND YOUNG PEOPLE
FAMILY MATTERS FAMILY LAW AND YOUNG PEOPLE IN SCOTLAND FAMILY LAW AND YOUNG PEOPLE IN SCOTLAND Scottish Ministers vision for children and young people 1 in Scotland is that they are safe, nurtured, achieving,
More informationisns wills Writing a will is a good idea. It is the best way to make sure that the things you own end up in the right hands after your death.
wills isns Writing a will is a good idea. It is the best way to make sure that the things you own end up in the right hands after your death. LEGALInformation Start Here SOCIETY OF NOVA SCOTIA What is
More informationFlorida Power of Attorney
Florida Power of Attorney 1 Unless otherwise specified, the information in this booklet applies to Powers of Attorney signed on or after Oct. 1, 2011. Consult a lawyer regarding use and enforceability
More information55 Old Broad Street, London, EC2M 1RX Telephone: 020 3755 5068 Fax: 020 7997 6100. Contact us NOW for a FREE consultation A GUIDE TO
55 Old Broad Street, London, EC2M 1RX Telephone: 020 3755 5068 Fax: 020 7997 6100 Website: Email: Contact us NOW for a FREE consultation A GUIDE TO WEALTH PROTECTION PRESERVING YOUR WEALTH FOR THE NEXT
More informationProbate Process for Native Americans
(CILS) Community Legal Education Self-Help Series Bishop Escondido Eureka Sacramento What s in this guide and how can it help me? This guide answers some of the most frequently asked questions about probate
More informationEstate Planning. Farm Credit East, ACA Stephen Makarevich
Estate Planning Farm Credit East, ACA Stephen Makarevich Farm Business Consultant 9 County Road 618 Lebanon, NJ 08833 1.800.787.3276 stephen.makarevich@farmcrediteast.com 1 What is Estate Planning? 2 Estate
More informationSeniors and the Law. Public Legal Information. Contents: In Newfoundland and Labrador. www.publiclegalinfo.com
In Newfoundland and Labrador www.publiclegalinfo.com Public Legal Information Association of NL Contents: Wills Enduring Power of Attorney Advance Health Care Directives Glossary of Terms Seniors and The
More informationTHE FAMILY GUIDE TO ESTATE PLANNING
THE FAMILY GUIDE TO ESTATE PLANNING Learn about what makes up a good estate plan, beginning with the questions to ask before you even get started. Plus, you ll understand: Why executors, guardians and
More informationJanuary 9, 2006. The Self Help Legal Center. Southern Illinois University School Of Law Carbondale, IL 62901 (618) 453-3217
January 9, 2006 The Self Help Legal Center Southern Illinois University School Of Law Carbondale, IL 62901 (618) 453-3217 2 TABLE OF CONTENTS Table of Contents 2 Disclaimer 3 Warning to all readers 4 Who
More informationTHE ADVISOR. An Estate Planning Publication from The Law Office of Stephen Bezaire SOME CLARITY CONCERNING FEDERAL ESTATE TAXES
THE ADVISOR 2700 E. Foothill Blvd, Ste 306, Pasadena, CA 91107 (626) 585-6970 Spring 2013 An Estate Planning Publication from The Law Office of Stephen Bezaire SOME CLARITY CONCERNING FEDERAL ESTATE TAXES
More informationESTATE RECOVERY FOR MEDICAL SERVICES PAID FOR BY THE STATE
ESTATE RECOVERY FOR MEDICAL SERVICES PAID FOR BY THE STATE COLUMBIA LEGAL SERVICES DECEMBER 2014 1. What is estate recovery? Estate recovery allows the Washington State Department of Social & Health Services
More informationGuide to Basic Kentucky Probate Procedures
Guide to Basic Kentucky Probate Procedures Guide can help self-represented litigants handle probate cases Many individuals are faced with handling probate cases, which involves settling and administering
More informationESTATE PLANNING QUESTIONNAIRE SECTION I. PERSONAL INFORMATION
ESTATE PLANNING QUESTIONNAIRE SECTION I. PERSONAL INFORMATION DATE OF COMPLETION: _ A. CLIENT 1 INFORMATION Name (as it will be printed on all documents): SSN: - - Full (and any previous) name(s): Home
More informationEstate Planning: Preparing for End of Life MANAGING RETIREMENT DECISIONS SERIES
Estate Planning: Preparing for End of Life MANAGING RETIREMENT DECISIONS SERIES ESTATE PLANNING IS ANOTHER WORD FOR putting one s personal affairs in order. People do estate planning all along life s journey,
More informationESTATE PLANNING 101. Estate planning involves management and distribution of your ASSETS and planning for your INCAPACITY.
ESTATE PLANNING 101 WHAT IS ESTATE PLANNING? Estate planning involves management and distribution of your ASSETS and planning for your INCAPACITY. WHERE DO I START? Two important steps in planning your
More information