¿Cuál es la diferencia entre un Testamento y un Fideicomiso según la Ley de Florida?
En la firma legal Longa Law asistimos a clientes con planes testamentarios y fiduciarios, así como planes de sucesión empresarial, transferencias de bienes raíces, y escrituras con fines de planificación patrimonial, administración de fideicomisos y administraciones testamentarias en todo el estado de Florida. Muchos clientes se preguntan: ¿qué hay en un Plan Patrimonial? No hay Read More
What’s the difference between a Will and a Trust under Florida law?
At Longa Law we assist clients with will and trust plans, as well as business succession plans, real estate transfers and deeds for estate planning purposes, trust administration, and probate administrations throughout the state of Florida. Many clients wonder – what is in an Estate Plan? One size does not fit all when it comes Read More
¿Cómo abrir una caja de seguridad después de la muerte del dueño?
Si su ser querido falleció, es posible que necesite acceder a su caja de seguridad para recuperar documentos o activos importantes. Sin embargo, abrir una caja de seguridad después de la muerte del propietario no es tan sencillo como presentarse en el banco con la llave del fallecido. Deberá seguir ciertos procedimientos legales y cumplir Read More
How to Open a Safe Deposit Box After Someone Dies
If your loved one passed away, you may need to access their safe deposit box to retrieve important documents or assets. However, opening a safe deposit box after the owner dies is not as simple as showing up at the bank with the deceased person’s key. You will need to follow certain legal procedures and Read More
Drafting a Valid Will and Power of Attorney in Florida: Understanding the Legal Requirements
When it comes to estate planning, it’s important to understand the execution formalities for a valid will and power of attorney in Florida. In this blog post, we will outline the steps you need to follow to ensure that your will and power of attorney are legally binding and enforceable. A valid will in Florida Read More
Do You Know Where Your Assets Are Going? by Lesly Longa Vaillancourt
My job as an estate planning attorney is to find the simplest way to transfer a client’s’ assets at death. Many times, that depends on the nature of the asset and the circumstances of the particular client and beneficiaries. As part of the estate planning process with Longa Law, I will discuss with you who or Read More
Welcome to Your Digital Afterlife: Estate and Tax Planning for Digital Assets, Cryptocurrency, and NFTs
Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 © 2022 by the American Bar Association Click HERE for Mobile Version
Four Reasons Your Will May Be Contested in Court
Having an updated last will and testament is more important than ever, especially now. A poorly drafted will or one that has not been updated frequently can be vulnerable to a will contest. What Is a Will Contest? A will contest is a form of estate litigation where the validity of the will is challenged. Read More
The Real Cost of a DIY Plan
I have a lot of respect for Dave Ramsey, so I was surprised to see him endorsing Mama Bear, an online form will and trust document preparation service. These services do not provide legal advice. They state in the small print you consent to, repeatedly, that: “The information contained in the Site is general legal information and Read More
Wealth Transfer Strategies to Consider in an Election Year
With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58 million per taxpayer. Assets included in a decedent’s estate that exceed the Read More