Digital Assets in the Estate Planning Universe August 5, 2013 (slightly amended in April 21, 2018) By: Barry E. Haimo, Esq. The objective of an estate planning attorney is to help our clients plan for and execute a smooth and efficient transfer of assets in both terms...
5 Mistakes to Avoid in Connection With Your Life Insurance Policy or Policies Life insurance represents a fantastic tool for most people to utilize in planning their estates. It’s very helpful in tax planning because it offers a way to leverage your money...
The Problem With Self Diagnosis By: Barry E. Haimo, Esq. September 14, 2022 I meet regularly with clients and prospective clients. When I ask if they have an estate plan, a common response is that they don’t need one because they lack sufficient assets. At the...
Miscellaneous Provisions Under Florida’s Trust Code PART XIII Miscellaneous Provisions Under Florida’s Trust Code 736.1301 Electronic records and signatures. 736.1302 Severability clause. 736.1303 Application to existing relationships....
Charitable Trusts Under Florida’s Trust Code PART XII CHARITABLE TRUSTS 736.1201 Definitions. 736.1202 Application of this part. 736.1203 Trustee of a private foundation trust or a split interest trust. 736.1204 Powers and duties of trustee of a private...