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Friday, November 20, 2020

Should I Hire a Real Estate Attorney to Sell My Florida Home?

A real estate agent and title officer may be all you need to walk through the process of selling your Florida home. However, real estate transactions are cumbersome to navigate. Pages of reports, disclosures, and contracts can unsettle the best of us, often making it a wise choice to engage legal counsel when selling your home.

So, how do you know who to hire? And, do you find yourself questioning, “Should I hire a real estate attorney to sell my Florida home?” Let’s examine circumstances that support hiring Read more . . .

Friday, October 23, 2020

Estate Planning in 2021: Special Considerations for Parents of Special Needs Children

Parents of children with special needs have many extra responsibilities, whether the child is a minor or an adult. All parents are mortal, but when you have a child with special needs, you think about the fact that one day you will not be here to take care of your child.

A Florida special needs estate planning attorney can walk you through your options and evaluate the special considerations for parents of special needs children.
Read more . . .

Thursday, September 24, 2020

3 Things You Didn't Know About A Revocable Living Trust

Revocable living trusts have become a popular estate planning tool among Floridians. What are they and do you need one?

Revocable living trusts are not standardized estate planning options that suit every person’s needs. Rather, they are complex documents individualized to address a person’s specific estate planning goals, assets, and tax liabilities. As experienced Read more . . .

Monday, August 17, 2020

3 Things You May Not Know About Guardianship in Florida

Assuming guardianship over another person and their affairs is a big undertaking. Before acting to become someone’s guardian, it’s wise to educate yourself about the responsibilities and legal obligations of guardianship in your state.

If you are a Floridian seeking guardianship of a minor child or incapacitated adult, there are things you may not know about guardianship in Florida. Engaging a Read more . . .

Thursday, July 23, 2020

What to Expect From the Probate Process in Florida

While none of us like to consider our mortality, death is an inescapable truth. One day, we will pass on and leave behind a myriad of details for our heirs to reconcile. Easing your loved ones' burden in their time of grief requires you to organize your affairs in keeping with your state's probate guidelines.

In Florida, all decedents’ estates pass through a probate process. During probate, the debts and assets of the deceased are reviewed and reconciled to pay off debts and distribute assets While it is best to hire an experienced Read more . . .

Monday, June 22, 2020

Reasons to Hire an Estate Planning Attorney

The significance of our lives is in the legacy left to our loved ones after we are gone. We work a lifetime to build assets and wealth with the hopes of making life easier and sweeter for ourselves and our family.

And while no one likes to contemplate their own mortality, it's important to consider how you want your estate distributed after your death. An experienced Read more . . .

Friday, May 15, 2020

The Importance of an Advance Medical Directive

It can be difficult to imagine that you would be unable to speak for yourself because of an incapacitating illness or injury. However, that situation can happen to any of us. It often happens as we age, but it can also happen when we are young and healthy. Talking with a Read more . . .

Friday, April 17, 2020

What to Look for in a Trustee

Perhaps the most critical decision during estate planning is naming the person who will administer your trust when you are unable to do so. Selecting a trustee requires thoughtful consideration and early decision making. It is advisable you seek guidance from experienced Florida estate planning attorneys when choosing your estate trustee.
Read more . . .

Friday, March 13, 2020

5 Florida Probate Rules & Processes: What You Need to Know

Probate is the legal process of finalizing a person’s finances and property after death. Through probate, legal debts are paid and property is distributed to heirs. Titles to assets are legally transferred by the personal representative to heirs and filed with the appropriate government offices.

Read more . . .

Monday, February 10, 2020

How the SECURE Act Protects Your Retirement

Recent legislation addresses retirement issues and makes it possible for people to save more for retirement. The Setting Every Community Up for Retirement Enhancement (SECURE) Act created reforms to the retirement system. Advocates tout the SECURE Act as one of the most ground-breaking new retirement savings laws in over a decade. Learn Read more . . .

Monday, January 13, 2020

Understanding Family LImited Partnerships in Florida

Families that own a business or have substantial assets may want to consider forming a Family Limited Partnership to protect their assets for future generations. There are many benefits of using a Family Limited Partnership as part of a comprehensive estate plan. However, these partnerships must be created very carefully to ensure that the benefits of the partnership are not lost. A

Read more . . .

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The Law Office of Jeffrey A. Herzog, P.A. assists clients in Florida, including North Pinellas County, Palm Harbor, Trinity, West Pasco County, and the surrounding areas.

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3106 ALT 19, Suite A, Palm Harbor, FL 34683
| Phone: (727) 789-4000
1805 Cypress Brook Drive Suite 102, Trinity, FL 34655
| Phone: (727) 789-4000

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