¿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
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
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
Protecting Children with an Estate Plan
According to a 2019 survey, 57% of adults in the United States have not prepared any estate planning documents, such as a will or trust, despite the fact that 76% viewed them as important. Many believed mistakenly that it was not necessary because they did not have many assets. Estate Planning is not just for Read More
TRUST BASICS: HOW DO YOU ESTABLISH A TRUST?
Trust law is state specific, and Florida Statutes Section 736.0402(1) provides certain basic requirements to establish a trust: The settlor has capacity to create a trust. The settlor indicates an intent to create the trust. The trust has a definite beneficiary or is: A charitable trust; A trust for the care of an animal, as Read More