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Drafting a Valid Will and Power of Attorney in Florida: Understanding the Legal Requirements

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

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

Attention Gen-X and Millennials: estate planning is not just for “old” people. Even Young Adults Should Start Estate Planning. 

Don’t think you need to worry about your estate plan because you’re “too young”?  Too busy to worry about it because you’re getting ready for college or just starting your career? Without proper planning, your parents won’t be able to see your medical records if you’re in an accident and won’t be able to participate 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

UPDATE ON REMOTE NOTARIZATIONS OF WILLS AND TRUSTS

Longa Law is implementing new protocols to minimize face-to-face contact to complete traditional signing ceremonies for Wills and Trusts with witnesses and a notary in the safest manner possible.  While we cannot offer you a signing ceremony that is completely online or remote today, we expect that to be a reality by this summer. Florida’s Read More

SECURE Act New IRA Rules: Change Your Estate Plan – Forbes

It’s time to update your will or trust, if your estate includes IRAs and certain retirement benefits! The new SECURE Act and its IRA rule changes may make your current will or trust designations invalid or obsolete.  This article from Forbes sheds some light on the new law:  https://www.forbes.com/sites/martinshenkman/2019/12/25/secure-act-new-ira-rules-change-your-estate-plan/

FACE YOUR FEARS: Check Create Estate Plan Off of Your Year-End To-Do List

Last Friday, I helped one of my good friends complete her and her husband’s estate plan, and they finally signed the finished documents on a beautiful afternoon at her condo on the ocean.  The process was difficult for her.  Not because she had much to do; I did the hard work for her. But she Read More

¿Realmente Necesita un Abogado para Escribir un Testamento?

Puede elegir de muchos servicios en línea o “kits” de formularios de Testamento o Fideicomiso (fondo fiduciario) que son mucho menos costosos que un abogado. Entonces, ¿vale la pena pagarle a un abogado para escribir su testamento? Bueno, un abogado puede ser menos costoso al final. ¿Te quitas los dientes tu mismo o visitas a Read More