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EstPlan21

4 Ways to Reduce Conflict with Your St. Petersburg Estate Plan

By Legacy Protection, LLP |

Conflicts related to an inheritance shouldn’t come as a surprise, as it’s very common for family members to have disagreements related to who should receive what when someone passes away, or over how to take care of an ailing loved one. It’s important to take steps early on to minimize the potential for conflict… Read More »

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ElderPlan

Do I need an Advance Directive as Part of My Tampa Bay Estate Plan?

By Legacy Protection, LLP |

Drafting a will, setting up a trust, and deciding who gets what assets are only a portion of what a complete estate plan should include. Another important aspect to address is what should happen in the event you become incapacitated. If you are seriously injured or develop dementia later in life, you may not… Read More »

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Executor

What Role Do Personal Representatives Play in a Florida Probate?

By Legacy Protection, LLP |

When you set up an estate plan, you will be asked to designate a number of potential positions, including a personal representative, or executor, of the will. You may also hear of a personal representative or executor referred to as an administrator. The terms may be somewhat interchangeable between states, but the individual duties… Read More »

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EstP1

Common Myths and Misconceptions about Probate Administration in Florida

By Legacy Protection, LLP |

It’s understandable that most people don’t want to know much about probate. Let’s face it, who wants to focus on topics that deal with your death? However, estate planning and probate basics are important to understand. You should be prepared, especially when other people are depending on you. If you are unprepared, it can… Read More »

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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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