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
Why Parents Should Get a Power of Attorney and Other Advance Directives for Their Young-Adult Children
As parents, we always want to ensure the well-being and protection of our children, even as they transition into young adulthood. While estate planning may not be the first thing on your mind when it comes to your young-adult children, it is an essential aspect of their future security. In this blog post, we’ll discuss 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
How Much Does Probate Really Cost?
Many people choose to use a revocable living trust as a mechanism to avoid probate. As I describe it, a revocable living trust is like a treasure chest because you can put your treasures in it while you are alive and still maintain complete control. The trust also avoids probate for heirs if it’s been 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
LGBTQ ESTATE PLANNING IN FLORIDA
PRIDE month is coming to a close, but here at Longa Law we are committed to providing LGBTQ estate planning every day. Unfortunately, while recent advancements in equality have expanded protections in some areas, complete legal equality is not guaranteed for all in our society. We help LGBTQ community members ensure that their wishes are Read More
4 Estate Planning Documents No Entrepreneur Should Be Without
What would happen to your business upon your death? What happens if you become incapacitated? Although most entrepreneurs understand the value of effective business planning, fewer are aware of the critical role estate planning plays in their company’s ongoing success. Estate planning is one of the single-most important things you can do for your business. Read More