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Estate Planning

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 . . .

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 . . .

Thursday, August 8, 2019

What Is the Probate Process in Florida and How Does it Work?

When someone passes away, they often leave many of their assets to family members and close friends. Unfortunately, they also often leave debts and other obligations. How is this handled?

Probate is the legal process used for identifying the assets of a specific decedent’s estate and then using those to pay debts or obligations that are still owed at the time of death. Once these have been paid out, the remaining assets are distributed to the beneficiaries of the deceased’s will, or if they die without a valid will (intestate), then in accordance with Florida’s laws. 

Opening the Estate in Florida Probate

The process of Probate begins when either the representative named in the deceased’s will or one of its beneficiaries notifies the court that there is a need to open and process the estate.
Read more . . .

Monday, May 20, 2019

Unmarried Couples and Estate Planning: Things to Consider

Estate planning is a process that involves the legal structuring of the disposition of one's assets. All couples, whether married or unmarried, should participate in the estate planning process. In fact, estate planning is particularly important for unmarried couples, as they have less legal protection than married couples.
Read more . . .

Thursday, March 14, 2019

Common Florida Probate Questions

The probate process in Florida can be extremely complicated. In fact, probate can be a source of great confusion and frustration for those who are unfamiliar with its intricacies. In order to help you understand how probate in Florida works, below are answers to some common probate questions.  

What is probate?

Probate is the process by which a court identifies and gathers the assets of a deceased individual, uses such assets to pay his or her debts, and distributes remaining assets to beneficiaries of the decedent. Probate resolves a decedent’s financial affairs and ensures that his or her beneficiaries inherit assets that they are entitled to.
Read more . . .

Thursday, January 17, 2019

An Overview of the Florida Foreclosure Process

In Florida, all lenders are required to go to court in order to initiate the foreclosure process. To begin the process, a lender must file a lawsuit in the circuit court of the county where the property is located. However, the filing of the lawsuit is just the beginning of the process. Below is an overview of how the foreclosure process proceeds in Florida.


Summons, complaint, and lis pendens

As noted above, the foreclosure process is initiated when a lender files a complaint with the court.
Read more . . .

Monday, November 5, 2018

What is a Power of Attorney?

A Florida power of attorney is a legal document that gives one individual (the agent) the authority to act on behalf of another individual (the principal). A Florida power of attorney can grant broad or limited powers to an agent. A power of attorney often grants an agent the ability to complete financial transactions for the principal, such as selling property and purchasing stocks.


In Florida, a power of attorney must be signed by two witnesses and the principal.  In addition, in order to create a valid power of attorney in Florida, a notary must acknowledge the principal’s signature. There also may be additional requirements depending on the type of power of attorney created, as there are three primary kinds in Florida: general power of attorney, limited power of attorney, and durable power of attorney.

General power of attorney

As noted above, there are different types of powers of attorney in Florida. One such version is the general power of attorney. A general power of attorney grants an agent the authority to perform most legal acts on behalf of a principal. However, the powers granted must be specifically listed in the document.

Read more . . .

Monday, October 8, 2018

Questions to Ask Your Prospective Estate Planning Attorney

Before choosing an estate planning attorney, it’s always a good idea to have an initial conference. During your initial conference, your prospective attorney will ask you questions about your situation and determine the ways in which he or she may be able to assist you. In addition, the initial conference is your opportunity to ask questions and determine whether he or she is the right fit for you. Below are some questions to ask your prospective estate planning attorney during your initial conference.

“Is estate planning one of your main practice areas?” 

This question is important depending on the type of work you need done. For example, if you only need a simple will or power of attorney, then an attorney who specializes in estate planning may not be necessary. However, if you’re dealing with a complicated financial or family situation or a taxable estate, then it is probably a good idea to work with an attorney whose primary area of practice estate planning.

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
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| Phone: (727) 789-4000

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