Boyes, Farina & Matwiczyk

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Notables

Estate Planning Decisions For Couples

…Structuring your estate plan can be a big headache. But while some couples reach for the Tylenol bottle, others draw up divorce papers. So how can you ensure you and your spouse or domestic partner remain close throughout the process?

Consider the type of representation that is best suited to your needs as a couple.

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Consider Debt When Planning Your Estate

…When planning for the future, many people tend to focus on asset division. However, before you will your Florida home and its contents to your son or daughter, it may be wise to factor debt into the equation.

Typically, personal debt will lie only with the borrower and cannot be passed down to children or spouses.

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American Adults Save Only Half Of Inheritance

…A new national study conducted by researchers at Ohio State University’s Center for Human Resource Research found that adults who receive an inheritance save approximately half. The remainder is spent, donated or lost.

For many retailers and others who stand to benefit from those who spend or mishandle monetary legacies, that statistic bodes well.

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As Parents Age, Preparation Is In Order

…More than 42 million individuals provided daily care for an adult family member in 2009, according to data published by the American Association of Retired Persons. Nearly 62 million more provided at least some care throughout the year.

That number will likely continue to grow as baby boomers age. So what can children do now to protect the long-term interests of themselves and their loved ones?

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Young Can Benefit From Estate Planning

…For the younger set, death is perhaps decades away. But that doesn’t mean estate planning should be too. As several legal and financial experts agree, it is important for young individuals and families to establish wills — or at the very least, appoint a guardian for minor children in the event of an unexpected passing.

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Facebook Could Be Considered Part Of Decedent’s Digital Estate

…More than half of all Florida residents possess a Facebook, blog or other type of social media account. It’s where friends share photos, memories and sometimes, private information. But what happens when a user passes away?

Lawmakers and attorneys in at least two states are considering proposals that would make Facebook and other social network contents part of a decedent’s digital estate.

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81 Year-Old Wins Lottery, Establishes Trust

…An 81 year-old woman who won a whopping $336.4 million Powerball jackpot this week accepted the sum under the name Rainbow Sherbet Trust. She claimed a total of $210 million distributed in one lump payout.

The trust was so named because a family member’s craving for ice cream led to the purchase of the lucky lottery ticket.

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Estate Planning For Your Digital Life

…After her father suffered a debilitating stroke at age 62, a 33-year-old estate planning attorney tried to gain access to his business computer but none of the passwords she used were successful. The father had not left a list of his passwords with anyone and he used his personal email account to help run his building supply company.

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Trusts: Estate Planning And Whitney Houston

The recent and tragic death of Whitney Houston has sparked many conversations about her life and accomplishments. One such conversation is whether or not she had a sufficient estate plan given the size of her estate. Often, people with sizable estates use trusts to control when and how their wealth is distributed.

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Florida Millionaire’s Move To Adopt Girlfriend May Be A Strategy For His Children’s Trust

…When a 48-year-old multimillionaire from Palm Beach, Florida decided to adopt his 42-year-old girlfriend, the decision definitely turned heads. While the choice may be suspect from the perspective of adoption law, the move may sound more strategic from an estate planning perspective. The decision may have been made to protect a trust set aside for his children.

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