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Articles Posted in Trust Law

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File Your 2024 Annual Report – But Watch For These 3 Scams

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…

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Asset Protection Checklist For Married Professionals

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…

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Asset Protection Checklist For Single Professionals

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…

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Florida’s New Directed Trust Act: Executive Summary

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…

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12 Point Wealth Protection Checklist For 2022

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.…

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2022 Property Tax Appeal Deadline: Read the Small Print!

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…

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Contract Review: Does Covid-19 Excuse Performance?

by: Phillip B. Rarick, Esq. We have been helping small business owners survive and thrive – in good times and bad – for over 25 years. Here is how we may be able to help you in this current challenging business environment. 1.    Contract Review and Force Majeure. A…

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The Paycheck Protection Fund Is Dry – But Don’t Give Up!

by: Phillip B. Rarick, Esq. Here is the good news/bad news I received from my bank today regarding my Paycheck Protection Program (PPP) Application:  The good news:  your application has been approved; the bad: the SBA is out of money and you must wait for Congress to refund the program!…

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Special 2020 Asset Protection Checklist

by: Phillip B. Rarick, Esq. The Covid-19 Pandemic has changed the world as we know it and presented daunting challenges we have not encountered in our life time. It requires a total review of your estate plan and business entities to assure you are taking full advantage of Florida laws…

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