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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 designed to protect your family and business.

The hard new reality: What plan was best for you prior to 2020 may not be what is best for you today

Take this three minute survey for a quick assessment:

If single:  Special 2020 Asset Protection Checklist for Single Professionals

If married:   Special 2020 Asset Protection Checklist for Married Professionals

Note to All:  Two important legal documents for everyone over age 18:

  • An up-to-date Florida specific Durable Power of Attorney
  • A comprehensive Florida Health Care Surrogate

Special note to all parents with college students and young adults:  

We now know that COVID-19 can attack any age.  The last people who consider a DPA and Health Care Surrogate mentioned above are young adults.  If you are a parent with adult children over age 18, I  urge you to convince your sons or daughters to secure these important legal instruments.  For a flat fee, we are available to prepare these documents, review the key legal provisions with your adult children, and email them for signing.

We will get through this together, as we did after Pearl Harbor and 9/11, and will be a stronger, more united country. Stay well and stay safe!

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