By Phillip B. Rarick, Esq., Weston Asset Protection Attorney The Checklist Manifesto by Atul Gawande is a current, hot selling book written by a physician and advising how to get things right by implementing commonsense systems. In today’s modern medicine, coupled with our information age, where virtually every procedure can…
By Phillip B. Rarick, Esq., Miami Lakes and Weston Estate Planning Attorney Its a New Year and time to file your 2024 Annual Report if you own a Florida LLC (limited liability company), corporation, or partnership. The deadline is May 1, 2024. The state will charge you a…
By Jacqueline Bowden Gold, Esq. and Phil Rarick, Esq. If you have a LLC, corporation or partnership this article summarizes critical information about the new Corporate Transparency Act (CTA), that took effect on January 1, 2024. The new law requires persons with such interests to file a report with the…
By Phil Rarick, Esq., and Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys If you have creditor threat, do you know what assets are easily exposed to creditors? Do you know what assets are already protected by Florida law? Take this three minute survey for a quick assessment. Your family…
By Phil Rarick, Esq. & Jacqueline Bowden Gold, Esq., Miami Asset Protection Attorneys The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life-times. It requires a total review of your estate plan and business entities by an experienced…
Curve Balls to Watch for In New Florida Trust Director Law By Phillip B. Rarick, Miami Trust Attorney, and Hannah S. Rarick, J.D. Candidate Effective as of last year July 1, 2021, Florida is now 1 of 15 states to enact the Uniform Directed Trust Act (FUDTA), F.S. §§736.1401 to…
By Phillip B. Rarick, Miami Trust Attorney and Hannah S. Rarick, J.D. Candidate Florida’s short 6-month statute of limitations on a trust accounting can be a sand trap for the qualified beneficiary of a Florida trust. Here are some quick tips based upon our years of experience as Miami Trust…
By Phil Rarick, Miami Trust Attorney Naming a minor child as a beneficiary of a will, life insurance policy, IRA, 401K, bank account or any other source of fund is almost always a substantial mistake for four reasons: If the funds are over $15,000 a guardian ad litem may need to…
By: Phil Rarick & Jacqueline Bowden Gold, Estate & Business Law Attorneys Note: Rarick & Bowden Gold is dedicated to helping families protect their hard-earned wealth regardless of size – we provide basic estate planning for families with modest savings and advanced planning for those with substantial wealth. _____1.…
You will miss this deadline if you do not read carefully – and you may need a magnifying glass to find it. Around the last weeks of August you should have received in the mail a “Notice of Proposed Property Taxes” or “TRIM Notice” from your county property tax appraiser. Buried…
By: Jacqueline R. Bowden Gold It is no surprise that Florida is different from the other 49 states. (Exhibit A: Google “Florida Voter Recount”) What is confusing to some probate attorneys outside the state – and many within the state – is our unique Procedure for “Probating” Homestead Property. Pursuant…