More and more people are starting to write about and recognize the importance of digital assets. From Marketwatch: How to bequeath Emblem3 to loved ones. Emblem3? Never even heard of them. I’m getting old.
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WSJ: A Guide to Picking the Right Trust
Good article in the journal today. “For many investors, trusts are an ideal way to keep portfolios safer for the long term. The hard part is knowing what kind of trusts to set up and how to do it. Trusts can protect assets from taxes and legal threats, and provide income for family and descendants for… Read More
IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015
From the IRS website. . . http://www.irs.gov/uac/Newsroom/IRS-Announces-2015-Pension-Plan-Limitations;-Taxpayers-May-Contribute-up-to-$18,000-to-their-401(k)-plans-in-2015 If you have a 401(k), you can contribute $18,000 to it in 2015. IRA contributions are staying the same.
Gizmodo Gets Everything About the Fiduciary Access to Digital Assets Act Wrong
As I’ve written recently, the Uniform Law Commission approved the Uniform Fidicuary Access to Digital Assets Act. The act can be found on the Committee’s website, along with supplmenetal material, such as prior drafts, comments, and issues memorandum. A direct link to the final approved Uniform Act, with a prefatory note and comments can be… Read More
I am now Board Certified in Wills, Trusts, and Estates
Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and… Read More
I am now Board Certified by the Florida Bar in Wills, Trusts, and Estates
Forgive me if you will, a bragging post. As of August 1, I am Board Certified by the Florida Bar in Wills, Trusts, and Estates. Most of what is below comes from the Florida Bar website and materials. Board certification recognizes attorneys’ special knowledge, skills and proficiency in various areas of law and professionalism and… Read More
Uniform Law Commission Approves Uniform Fiduciary Access to Digital Assets Act
I’ve written before about finding and having access to your “digital assets” and online accounts after death. Well there is a development that will hopefully make this process a bit easier. The Uniform Law Commission has approved the Uniform Fiduciary Access to Digital Assets Act. This act allows fiduciaries – personal representatives/executors, trustees, guardians, and agents acting under… Read More
Finding Your Digital Assets After Death
I’ve written before about estate planning for your digital assets and online accounts. Well this article isn’t necessarily about planning, but what happens after you die – especially if you don’t plan (or even if you do). I do both estate planning and probate and trust administration. That means not only do we help people plan… Read More
Who gets paid if an Alleged Incapacitated Person dies before the hearing? Nobody?
The Guardianship of Mary Klatthaar I’m sure there are some independently wealthy attorneys out there who take all of their cases pro bono. Most of us though are hard-working schlubs like everyone else who while we love what we do, need to pay the bills too. When we work there is some hope or expectation of… Read More
Florida Supreme Court Updates Probate Rules -2013
Probate practitioners in Florida have to be familiar with both the Florida Probate Code, and the Florida Probate Rules. The Florida Probate Code is part of our statutes. It’s passed by the legislature and signed by the governor, and located under Title XLII, Chapters 731 – 735 of the Florida Statutes. Just like federal laws,… Read More
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