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¿Cuál es la diferencia entre un Testamento y un Fideicomiso según la Ley de Florida?

En la firma legal Longa Law asistimos a clientes con planes testamentarios y fiduciarios, así como planes de sucesión empresarial, transferencias de bienes raíces, y escrituras con fines de planificación patrimonial, administración de fideicomisos y administraciones testamentarias en todo el estado de Florida. Muchos clientes se preguntan: ¿qué hay en un Plan Patrimonial? No hay Read More

What’s the difference between a Will and a Trust under Florida law?

At Longa Law we assist clients with will and trust plans, as well as business succession plans, real estate transfers and deeds for estate planning purposes, trust administration, and probate administrations throughout the state of Florida.  Many clients wonder – what is in an Estate Plan? One size does not fit all when it comes Read More

¿Cómo abrir una caja de seguridad después de la muerte del dueño?

Si su ser querido falleció, es posible que necesite acceder a su caja de seguridad para recuperar documentos o activos importantes. Sin embargo, abrir una caja de seguridad después de la muerte del propietario no es tan sencillo como presentarse en el banco con la llave del fallecido. Deberá seguir ciertos procedimientos legales y cumplir Read More

How to Open a Safe Deposit Box After Someone Dies

If your loved one passed away, you may need to access their safe deposit box to retrieve important documents or assets. However, opening a safe deposit box after the owner dies is not as simple as showing up at the bank with the deceased person’s key. You will need to follow certain legal procedures and Read More

Why Parents Should Get a Power of Attorney and Other Advance Directives for Their Young-Adult Children

As parents, we always want to ensure the well-being and protection of our children, even as they transition into young adulthood. While estate planning may not be the first thing on your mind when it comes to your young-adult children, it is an essential aspect of their future security. In this blog post, we’ll discuss Read More

Drafting a Valid Will and Power of Attorney in Florida: Understanding the Legal Requirements

When it comes to estate planning, it’s important to understand the execution formalities for a valid will and power of attorney in Florida. In this blog post, we will outline the steps you need to follow to ensure that your will and power of attorney are legally binding and enforceable. A valid will in Florida Read More

Do You Know Where Your Assets Are Going? by Lesly Longa Vaillancourt

My job as an estate planning attorney is to find the simplest way to transfer a client’s’ assets at death.  Many times, that depends on the nature of the asset and the circumstances of the particular client and beneficiaries.  As part of the estate planning process with Longa Law, I will discuss with you who or Read More

ESTATE PLANS INVOLVING EQUAL BUT NOT EQUITABLE ASSETS

By Cason Parker, CFP® Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 Here is an excellent article reprinted with permission of author Cason Parker, Certified Financial Planner, considering equality for heirs in estate planning. This is especially important for business owners. Please contact us with questions or for assistance with business succession Read More

Welcome to Your Digital Afterlife: Estate and Tax Planning for Digital Assets, Cryptocurrency, and NFTs

Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 © 2022 by the American Bar Association Click HERE for Mobile Version

Your Spring Cleaning Estate Planning Checklist

Spring is a great time for a fresh start, so as we begin the second quarter of 2021, let’s take the time to throw away unnecessary paper and clutter.  Here’s some guidance on what to keep and what to throw away from an estate planning perspective.  Contact us today to update your important documents. Estate Read More