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Estate Planning

Friday, May 21, 2021

The Important New Roles of Life Insurance In Estate Planning

A proactive approach to estate planning can help safeguard assets from taxation and effectively transfer wealth to intended beneficiaries.

Unfortunately, recent political developments and retirement trends are expected to render estates vulnerable to higher taxation, raising concerns among individuals and estate planners.

In response, Florida estate planning attorneys share insights about the important new role of life insurance in estate planning.
Read more . . .

Friday, April 30, 2021

Revoking a Power of Attorney

Florida law controls how a person can revoke a power of attorney. It is essential to follow the rules and take additional practical steps to protect your rights when revoking a power of attorney. A Florida estate planning attorney can advise you on the specific things that you need to do in your situation.

How to Revoke a Power of Attorney in Florida

Let’s say that you signed a power of attorney, but you later change your mind and no longer want the document to give the person that legal authority. Section 709.
Read more . . .

Thursday, March 25, 2021

Evaluating Your Options During Medicare Open Enrollment

Every year during the Open Enrollment period, you have the opportunity to make changes to your Medicare plan. If you have a qualifying event, like a loss of your current coverage or got married, you might be able to make changes to your Medicare plan even if it is not during the open enrollment time.

It can cost you plenty if you do not have the right Medicare coverage to meet your needs. Massive medical bills are a prime reason why many people file for bankruptcy. A Read more . . .

Tuesday, February 23, 2021

Estate Planning to Prepare for the Death of a Spouse

The death of a spouse can be emotionally overwhelming. In addition to the grief, the surviving spouse may be overwhelmed by the financial decisions and requirements of handling an estate. When a deceased spouse handled all the family finances, it can be difficult for a surviving spouse to take over this role. If a person did not have an estate plan, it could make the job much more complicated and stressful.

You can spare your spouse some of this worry and stress by creating an estate plan.
Read more . . .

Monday, January 25, 2021

Life Insurance: Why You Should Keep Your Policies In-Force

Have you considered buying life insurance but simply haven’t made it a priority? It’s understandable. Shopping for life insurance, particularly when you’re young and healthy, doesn't seem all that important. But delaying coverage may not be the best idea.

Even among vibrant, active adults, tragedies can happen. Life insurance offers peace of mind to you and your loved ones of a financial safety net upon your passing.
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 . . .

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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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| Phone: (727) 789-4000
1805 Cypress Brook Drive Suite 102, Trinity, FL 34655
| Phone: (727) 789-4000

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