Perry Law Firm Estate Planning and Probate

The Fiscal Cliff and how it effects you if we jump.

Significant changes in the tax laws are scheduled to take effect on January 1, 2013, affecting everyone with a net worth of more than one million dollars. Right now the Federal Estate and Gift Tax law provides an exemption of five million dollars per person. This exemption, according to the existing law, expires in less […]

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Estate Planning and Life Insurance Proceeds

The recent case of Morey v. Everbank, 93 So.3d 482 (Fla. 1st DCA 2012) highlights the importance of understanding proper estate planning when dealing with life insurance proceeds. In Morey the decedent purchased life insurance and named a revocable trust as the beneficiary. After the decedent’s death, the trustee sought to classify the life insurance […]

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Estate Planning and Digital Assets

We often look to wills to handle our tangible assets. But what about our digital assets? For instance, once someone passes away what happens to their Facebook account? Or their PayPal account which might still have money in it? Well, Idaho Statute § 15-5-424(z) has addressed that issue, at least in part. The statute states […]

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Notice of Administration and Next Steps

So, you’ve received a Notice of Administration regarding a probate case in the mail. But what does this mean? After a will has been submitted to probate, the personal representative is required to serve the Notice of Administration on the decedent’s surviving spouse, beneficiaries, certain trustees, and persons who may be entitled to exempt property, […]

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Foreign Language Wills

Under Florida law, no will written in a foreign language shall be admitted to probate unless it is accompanied by a true and complete English translation. If you have a will written in a foreign language, or any other probate questions, please contact us.

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