How Can You Protect Your Assets from Future Creditors?
As we age, protecting our assets is one of the things that many of us worry about most. From our real estate holdings such as our primary residence and investment properties, to cash, stocks, and bonds; there are many sources of income both liquid and illiquid that can be attacked by creditors in order to satisfy any judgments or outstanding [...]
How to Change the Trustee of an Irrevocable Trust in Florida’s
More and more people are taking advantage of the estate planning benefits of trusts. A trust can provide a useful tool in which a person can designate how his or her assets will be administered and distributed without having to force family members to go through probate on those particular assets that are part of the trust.
The Secure Act: How Will the New Law Impact You?
Planning for retirement can be a challenge. We often do not think as far ahead as we should, and we often do not save as much as we should for our golden years. In addition, the retirement planning challenge gets even more difficult when you need to keep track of changes in the rules with regard to Individual Retirement Accounts [...]
What Are Common Elder Law Scams?
As Florida residents, many of us know about the incessant phone calls, mailers, and other scare tactics that our senior citizens face. From one fraudulent scheme to another, criminals play on the fears of the elderly and attempt to siphon their savings by creating a problem that does not exist.  Or, the fraudsters may try to make seniors worry that [...]
Looking to Flip Houses? Careful Not to Flop on Your Taxes
We all love HGTV, don’t we? Whether it is Property Brothers, Flip or Flop, Love It or List It, or any number of television shows about flipping houses, it is the kind of reality TV show that makes us feel refreshed. An old house gets new life; a young couple renovates their way to a dream home; the worst house [...]
Build Your Wealth – Consider Some Advanced Estate Planning Strategies
As we begin the new year, you need to not only get your basic estate planning documents in place – such as your last will and testament and your durable power of attorney – but you also should consider some advanced estate planning techniques. Engaging in some more sophisticated estate planning can be a great way to build your wealth [...]
New Year’s Resolution – Review Your Estate Planning for 2020
We are beginning a whole new decade. There could not be a better time to think about our legacy. It is most likely you have a number of New Year’s resolutions on your list for 2020. So, as you are taking the time to think about the future, take a little extra time to think about the future for your [...]
Sibling Squabbles – How Estate Planning Can Avoid Fights Over Inheritance
Sadly, the phrase “It’s such a shame that we can’t get along,” is something you commonly hear when adult siblings are in a lawyer’s office trying to resolve issues surrounding an inheritance.  In fact, we at Doane & Doane have all too often been involved in matters in which families are torn apart, or already existing fault lines are made [...]
Do I Need an Attorney to Obtain a Legal Guardianship Issue in Florida?
You cannot obtain a guardianship without the assistance of a lawyer in the State of Florida.  While you may be able to draft a will or represent yourself in court, guardianship is different.  Guardianship involves a court-appointed person (or entity) who must make vital legal, financial, and medical decisions for another person.  Accordingly, the State of Florida requires the assistance of [...]
Top 10 Estate Planning Steps to Avoid Family Inheritance Disputes
Doane & Doane not only represents trustees and personal representatives who are named in the estate plans that we have prepared, but our firm also works on behalf of clients who are involved in estate administration and litigation cases for estate plans that Doane & Doane did not create.  In the course of those representations, we have come to see [...]