We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually
Under Florida law, life insurance is exempt from the claims of creditors. The exemption is rooted in public policy in the sense that when a
A common mistake, particularly with young parents who come into my office, is the naming of minor children as beneficiaries to financial assets such as
Ken and Barb have a joint trust that provides for one another and upon the death of the survivor of them the trust is to
I was very close to my great grandmother, whom I called “Bubby.” A framed picture in my home includes her image along with an 1890
Many clients become confused between the difference of the duties and responsibilities of the person you name as a Durable Power of Attorney (“DPOA”) and
When you have a revocable living trust, you typically serve as your own trustee. Upon your inability to serve as your own trustee, you name
The last few years have brought several favorable developments for same sex couples in the tax and estate planning arenas. The Supreme Court ruled in
“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
I’ve written in the past about a variety of ways to modify problem trusts. I mentioned one technique, “trust decanting” as a viable option. Today,
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.
The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.
