J. Kelly Kennedy, Attorney/CPA, PLLC

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Attorney and CPA

April 2018 Archives

Living wills can be a key part of Floridians' estate plans

Death can be an unpleasant thing to think about. Yet there may be many advantages to thinking about and anticipating potential end-of-life issues. A big issue that may be worth thinking about is the issue of what happens if one becomes incapacitated and unable to make one's own health care decisions.

What are contingencies in a real estate contract?

Purchasing real estate in Florida can be intimidating. You will be dealing with many mysterious agencies and signing reams of documents with little time to review them. Many of these contracts and agreements are standard with the usual terms, but to someone who has little experience in real estate transactions, you may have questions about what terms are usual.

Can a living trust help me avoid probate?

Wills are the commonest estate planning tool; many Polk County residents have valid wills in place for the distribution of assets. Wills are not the only estate planning document available, however. Other tools exist and may work well for folks, depending on their individual circumstances. This blog post will take a closer look another estate planning tool: the living trust.

A will can help avoid unnecessary estate planning complexities

A will is an important component of anyone's estate plan. Because so much can hinge on the provisions of a will, there are a number of safeguards in place to ensure that a will reflects the actual wishes of the testator. These safeguards add complexity to the will creation process, however. There have been some proposals to update this process for the 21st century.

Tax season a good time to review estate plan in Florida

As the deadline for filing personal taxes looms, it is a good reminder to take a look at your estate plan. This is because tax laws and estate planning are intricately interwoven. One of the cornerstones of a good estate plan is to reduce tax consequences before the plan is triggered, as well as afterward so that the plan's beneficiaries are taxed in an overburdensome manner.