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.…
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…
By: Jacqueline R. Bowden Gold Our very own, Miami Lakes Estate Planning attorney Jaqueline R. Bowden-Gold, was recently featured on Porch.com as an expert contributor. In this article, Will And Estate Planning: Advice From The Experts, Attorney Bowden-Gold answers what can be considered the most important part of your estate…
By Phil Rarick, Esq. and Jacqueline Bowden Gold, Esq., Miami Lakes and Weston Estate Planning Attorneys,with special thanks for comments by Rick Stockton, Esq. of Holland & Knight, a primary author of the Lawgic Florida Wills and Trust program. Editor’s Note: The following is a public service Alert from Rarick…
By: Jacqueline R. Bowden Gold, Miami Lakes Estate Planning Attorney When preparing an estate plan everyone plans for distribution or preservation of their assets to make sure their minor child, adult child or families are taken care of. People often overlook planning for the event of being mentally incapacitated and…