Florida Estate Planning 101

Creating a proper estate plan in Florida isn’t difficult – as long as you use the right attorney. We asked Sarah E. Peart, an attorney from Tampa Florida whose practice focuses mainly in the areas of wills, trusts, estate planning and real estate law, to provide consumers with a basic lesson on estate planning in Florida.

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Estate Planning: How Florida Law Differs From Other States

Estate planning laws vary by state and Florida legal experts say that if you relocate, you definitely have to look at the law of the state you are in to see if your Florida will is still valid. At the same time, if moving into Florida from out of state, you need to have your will analyzed under the laws of Florida to make sure that it’s still valid.

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What is elder law?

Elder law is an area of law that focuses on the legal needs of the elderly. These needs generally include retirement planning, life insurance, medical costs, and estate planning. Consult an elder law attorney with questions about elder law, retirement planning, or suspected elder abuse.

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How To Avoid or Reduce Estate Taxes

Estate taxes do not, by and large, affect the vast majority of Americans, but to those who plan to leave millions upon their death, it pays in spades to understand recent changes to federal estate tax laws so that you can avoid, or at least reduce, estate tax liability.

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Family Business & Your Estate

Many estate-planning tools can be used to transfer your business, but selecting the right one will depend, in part, on whether you plan to retire and let someone else run it for you, sell it, give it away, or keep running the business until you die.

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How To Change a Beneficiary on a Life Insurance Policy

A life insurance beneficiary is an assigned person who will receive payment of your life insurance money in the event of your death. In most circumstances, a life insurance beneficiary change is as easy as contacting your agent and filling out a new beneficiary form. However, there are some circumstances when the process can be more involved.

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