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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 . . .

Wednesday, December 11, 2019

Have You Included Your Digital Assets in Your Estate Plan?

As most of us know, an estate plan is essential to ensuring that your wishes are carried out when you are incapacitated or upon your death. Much of this determination is related to your physical assets. However, as technology continues to become more ingrained in our lives, it is now more important than ever to take your digital life into account when planning. Your Read more . . .

Friday, November 8, 2019

The Importance of Estate Planning for Same-Sex Couples

Even with a long history of case law, estate planning can sometimes seem overwhelming for people. That’s why it isn’t hard to understand why estate planning for same-sex couples may also prove complex – regardless of whether or not you are married. Luckily, with the help of a Florida estate planning attorney with experience in estate planning for the LGBTQ community, it can be made much easier. 

Rights of Same-Sex Couples Upheld

Prior to 2015 when the U.S.
Read more . . .

Friday, October 4, 2019

The Importance of Estate Planning for High-Risk Professionals

Any time you interact with the public, you are susceptible to a lawsuit. That is why no matter which industry you work in, you are always exposed. However, there are certain industries that are inherently more susceptible to lawsuits than others. This group often contains people with careers in medicine, law, and finance. These individuals are at a much greater risk.
Read more . . .

Tuesday, September 10, 2019

What If My Parent's Estate Goes to Probate?

The death of a parent can be devastating. But while you are working through the emotions of this new chapter in your life, the last thing that you feel like doing is dealing with the confusion of their estate – especially if it goes to probate.

Probate is a legal process that settles an individual’s estate by a court-appointed executor. Probate can prove to be a lengthy and expensive process, sometimes even lasting years at a time. 

Can you avoid probate?

If an executor can prove that all of your parent’s debts have been paid by their estate and there are no significant debts that remain, probate may possibly be avoidable.
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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