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EstPlan14

What to Watch for When You Suspect a Florida Trustee of Breaching Their Fiduciary Duty

By Legacy Protection, LLP |

Trustees are the ones who manage the assets of a trust on behalf of the beneficiaries. They are to manage the assets in whatever manner the trust terms dictate. This is known as their fiduciary duty. When a trustee fails in this duty, it’s considered a breach of fiduciary duty and the beneficiaries may… Read More »

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EstPlan15

What Does Undue Influence Mean in Florida Estate Planning?

By Legacy Protection, LLP |

Many people have heard the term undue influence, but what exactly does it mean? The legal concept of undue influence in Florida law is an important one. When someone exercises undue influence over a victim’s person’s assets, will, or money, a Florida court can invalidate the victim’s estate planning documents. A typical example of… Read More »

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Congratulations to Jay Fleece and Bill McQueen for their recognition by The Best Lawyers in America

By Legacy Protection, LLP |

Congratulations to Jay Fleece  and Bill McQueen for their recognition by The Best Lawyers in America in Trusts and Estates Litigation and Estate Planning! Best Lawyers is the oldest and most respected peer review publication in the legal profession. Recognition in Best Lawyers is widely regarded by both clients and legal professionals as a significant honor,… Read More »

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AssetP2

Why You Need a Florida Premarital Agreement as Part of Your Estate Plan

By Legacy Protection, LLP |

For years, premarital agreements, more commonly known as prenuptial agreements or “prenups,” have been viewed rather negatively by most people. They’re portrayed on television and movies as a way to keep your spouse from getting any money or assets in a divorce, so it’s no wonder that countless people don’t want one or will… Read More »

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Trusts

What You Need to Know About Estate Tax in Florida

By Legacy Protection, LLP |

Florida is an attractive state to live in for several reasons. It is only one of seven states that does not have an income tax. Also, Florida does not require inheritance and estate taxes. The Sunshine State is so popular that over 300,000 people move to Orlando every year. Every day, 906 new residents… Read More »

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PetTrust

How to Make Sure Your Beloved Pet Is Cared for After Your Death

By Legacy Protection, LLP |

For many people who are older and whose kids have long moved away, their pets become their most important companions. Loyal and kind, owning a pet offers people the benefit of companionship as well as health benefits. Most Americans own a pet. To be sure, according to the National Pet Owners Survey, as of… Read More »

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FathSon

Seeking Help from a Florida Guardianship Attorney

By Legacy Protection, LLP |

Are you facing the difficult decision of attempting to appoint a guardian for a member of your family or a loved one? It is never easy to witness someone close to you lose their independence. While it is difficult, a Florida legal guardianship might be the best thing for your loved one or family… Read More »

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EPlan2

What Does Joint Tenancy Mean And Why Does It Matter To Florida Landowners?

By Legacy Protection, LLP |

Paying off a home mortgage is something many Americans work toward for many years. Those who can make that final payment do so with a sigh of relief. Whether or not you own your home outright, you can legally transfer your property interests to your spouse or another person after your death while avoiding… Read More »

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SickSpouse

Tips for Estate Planning When You Or a Loved One Has a Chronic Illness

By Legacy Protection, LLP |

If you or a loved one has suffered from a chronic illness, you know how physically, emotionally, and financially draining life can become. Whether you are taking care of yourself or caring for a loved one, managing a chronic illness takes a lot of energy and time. Those with chronic diseases must manage visiting… Read More »

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RetPlanning

Most Americans Do Not Have Adequate Retirement Savings

By Legacy Protection, LLP |

With our busy day to day lives, it’s easy for Americans to not think about long-term care planning in Florida. It’s human nature to believe that things will go on as they usually do. A recent study showed that 75% of Americans don’t have long-term care insurance. Over half of those without long-term health… Read More »

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