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Articles Posted in miami trust attorney

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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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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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5 Quick Tips On Maxing Out Loan Forgiveness

by: attorney Phillip B. Rarick You can always count on the Americans to do the right thing – after they’ve tried everything else. –   Winston Churchill. Millions of small business owners and self-employed have filed for loans under the  Paycheck Protection Program because part or all of the loan can…

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Florida Treasure Hunt: Check It Now! Florida Unclaimed Property Law

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…

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Florida’s Sweeping Elective Share

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…

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10 Point Checklist For Florida Corporate Entities

By Phillip B. Rarick, Miami Lakes and Weston Estate Planning Attorney Note: This 10 Point Checklist is for those persons who have interests in one or more Florida entities, such as a corporation,  limited liability company (LLC),  or  limited Partnership (LP). 1.     Annual Fees.   In January the State of Florida…

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Seven Point Year End Checklist

By Phil Rarick, Miami Trust Attorney Hard to believe we are in mid-Fall and 2016 is coming to a close.   Now may be a good time to sit down with a Miami trust attorney and review your estate plan.  One of the biggest problems we see with individual estate plans…

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