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In December 2014, Congress passed the Achieving a Better Life Experience (“ABLE”) Act, which provides for a new type of tax-free savings account for persons who are born with a disability or become disabled at a young age (25 or younger).  This is an exciting new tool because it will allow special needs individuals to possess – and possibly control, depending on the individual’s capacity – more money than under the prior law.

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Homestead

This is the second installment in our series discussing the impact of marriage on the legal rights of spouses to share in each other’s assets. We now focus on what happens to a married person’s “homestead” property (primary residence) when he or she passes away.

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Keeping your Estate Plan Intact

This newsletter begins a series discussing the impact of marriage on the legal rights of spouses to share in each other’s assets.  We begin by talking about the “elective share” and the “pretermitted spouse.”

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Avoiding Court With Trust Protectors

One of the advantages of a comprehensive estate plan is that it can allow you to keep your affairs private and within your control, even after disability or death. Clients often come to us for living trusts due to their desire to keep their loved ones out of court during these already-stressful times. Fortunately, a Florida court recently confirmed that this goal may be achieved by using one of our favorite planning tools: trust protectors.

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Telephone Scams Targeting Seniors

Unfortunately, older Americans as a group are prime victims for con artists due to their stable financial situation, trusting nature, and declining cognitive and/or sensory abilities. Although we have written about scams targeting seniors in a previous blog, this type of fraud is increasing, especially this time of year, so we wanted to address it again.

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Estate Planning Legacy

It's that time of year again: The holiday season is in full swing. Hopefully you are planning to spend some time with those you hold most dear. As you prepare your home or pack your bags, we encourage you to consider not only what and who you are most thankful for, but whether you have expressed your gratitude in a meaningful and lasting way.

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Family Home in Florida Homestead Law

As our faithful readers (and workshop attendees) may recall, Florida homestead law is meant to protect a person’s primary residence from creditors, but its quirks can cause major problems, particularly for a blended family. A recent court decision illustrates that point in a situation where another potent ingredient was thrown into the mix: a marital settlement agreement. A “marital settlement agreement” is a legally-binding, final agreement between the husband and wife in a divorce case.

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Available on Netflix, “Lullaby” is a movie by Andrew Levitas about a dysfunctional family that is reunited by end-of-life issues.  Jonathan is a young man living on the opposite coast from his wealthy New York family.  Although they have been estranged for years, Jonathan agrees to visit his terminally ill father when he learns that he wishes to be taken off life support within 48 hours.

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Alzheimer's wine tasting

We are pleased to announce that Cramer Law Center is participating in the Jacksonville Walk to End Alzheimer's for the third year in a row. To help us reach this year’s fundraising goal, we are holding our Second Annual Wine Tasting to benefit the Alzheimer's Association at our office on Thursday, November 6, from 4:30 to 7:30 pm. Please join us for some unique wines from PRP Wine International, snacking, networking, and a silent auction, all for a great cause. You can RSVP, as well as invite friends and family, to the event via Facebook.

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