Articles Posted in Trust Law

Select link below to view PDF DURABLE POWER OF ATTORNEY FROM DON LEWIS TO CAROLE BASKIN dated November 21, 1996

How Much? Here is an updated calculator from Turbotax:  Stimulus Check Calculator  When Will Checks Arrive?   If you signed up for direct deposit on either your 2018 or 2019 tax return, the IRS reportedly will start issuing electronic deposits on April 9 and they should show up in your bank…

By: Jacqueline R. Bowden Gold, Esq. and Phil Rarick, Esq. The Coronavirus has left the US economy in a stand still. It has forced businesses to shut down and events to be cancelled or postponed across the nation – creating significant anxiety for small business owners. During these times, many…

By Phil Rarick & Jacqueline Bowden Gold, Estate & Business Law Attorneys   ______#1.       Coronavirus Check Calculator.  Here is a simple, handy calculator describing who qualifies for the federal pandemic legislation checks and determines the amount of the check.  Click here:   Coronavirus Checks Calculator When Will Checks Arrive?   Secretary Mnuchin said that…

By: Jacqueline R. Bowden Gold, Miami Lakes and Weston Estate Planning Attorney Don’t make the mistake of drafting your own Will and estate plan to save money. With general forms available and online companies that claim to walk you through the “easy” drafting process, it is common to fall prey…

By Phillip B. Rarick, Esq., Miami Asset Protection Attorney If you have never checked Florida’s web site for lost accounts and abandoned property you should do so – immediately. You may be pleasantly surprised! You may think that it is not possible that you have any “unclaimed” property held by…

By Phil Rarick, Weston Estate Planning Attorney You and your spouse are finally going out for the evening.  The babysitter, a  high school  student,  has arrived and you are loading the young woman with last minute instructions:  time for bed, make sure the kids brush their teeth, books to read…

By:  Phillip B. Rarick, Weston Estate Planning Attorney In 2008 Florida passed an amendment to our Trust Code designed to allow a Trustee to use trust funds to pay legal fees incurred in defending a breach of trust litigation without prior court approval, so long as the Trustee gave notice…

By Phil Rarick, Esq. May the odds be with you – but frankly they are not: A recent study indicated that the average lawyer can now expect three legal malpractice claims during his or her career. The overwhelming majority of legal malpractice claims — over 65% — are brought against…

By Phillip B. Rarick, Esq., Miami Probate Attorney Florida’s 30% elective share law was completely rewritten in 2001 because the old law could be easily circumvented by placing assets in a revocable trust or using non-probate transfers (e.g. life insurance, IRAs etc.)  In an effort to curtail such tactics, the…