Portfolio

  • Be wary of transferring ownership of assets to children

    Be wary of transferring ownership of assets to children
    • Client: Be wary of transferring ownership of assets to children
    • What We Do:
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    You can’t have your cake and eat it too – at least not when it comes to Medicaid or even general estate planning.  Oftentimes parents will mistakenly transfer their assets to a child in the child’s sole name so that they may be eligible for Medicaid should the need arise at a later date, but […]

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  • Life insurance for child support

    Life insurance for child support
    • Client: Life insurance for child support
    • What We Do:
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    Use testamentary trust to hold life insurance proceeds for the benefit of the children to guarantee future child support payments in case of death.

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  • Estate planning during divorce/dissolution

    Estate planning during divorce/dissolution
    • Client: Estate planning during divorce/dissolution
    • What We Do:
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    Avoid unintended results from death or incapacity during divorce proceedings by updating your estate plan before final judgment.

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  • Pay-on-Death, Joint Tenancy, and Beneficiary Designations

    Pay-on-Death, Joint Tenancy, and Beneficiary Designations
    • Client: Pay-on-Death, Joint Tenancy, and Beneficiary Designations
    • What We Do:
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    Did you know that assets you place in joint tenancy, or name a beneficiary for, are not subject to your Will?  In some circumstances, using these methods to get property to someone is appropriate; but many times, it can mess up a carefully executed and balanced estate plan.  Joint bank accounts are equally available to […]

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  • Florida Homestead

    Florida Homestead
    • Client: Florida Homestead
    • What We Do:
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    Did you know that the Florida Constitution places restrictions on what you can do with your home during life and at death?  Many people know about the ad valorem tax benefits of Florida homestead – such as the Save Our Homes appreciation cap and various tax deductions – as well as the creditor protection offered […]

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  • Qualified Personal Representative

    Qualified Personal Representative
    • Client: Qualified Personal Representative
    • What We Do:
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    Did you know that Florida law requires the Personal Representative (or Executor) named in your Will to be a Florida resident?  If the person is not a Florida resident, then the person needs to be related to you by blood.  In-laws will only qualify so long as your blood relation is alive when you die, and […]

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  • Lost homestead deduction on joint property

    Lost homestead deduction on joint property
    • Client: Lost homestead deduction on joint property
    • What We Do:
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    A daughter lived with her mother in property they owned together as joint tenants.  When the mother died, daughter didn’t probate the property.  Ten years later, the appraiser’s office has disallowed half of the homestead deduction on the house and the property taxes were duly increased.  Now she needs to probate the property to get […]

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  • Welcome to Jupiter Wills and Trusts

    Welcome to Jupiter Wills and Trusts
    • Client: Welcome to Jupiter Wills and Trusts
    • What We Do:
    • Website:

    Welcome to our blog.  In this area, we’ll be sharing useful information about Estate Planning, Wills, Trusts and Probate.  Thanks for visiting and please come again!

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