Estate Planning Notes

Informal Posts for Everyone

Descendants, by the Roots. What?!

Posted on January 3, 2016 Written by Paul M. Stokes Leave a Comment

An elderly gentleman I knew was a widower.   He and his wife had three children, three sons.  Two of the sons were dead by the time our widower passed away, but one of them was alive.  (All three of his sons were teenagers when he wrote that Last Will.)  Although he was an acquaintance of […]

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Filed Under: Estate Planning

A “Pot Trust” for Children Not Yet Fully Adult

Posted on December 20, 2015 Written by Paul M. Stokes Leave a Comment

Young parents with several children (or who anticipate having more than one child) are usually aware and concerned about the contingency that both parents might die before all of the children are out of the nest. Without Last Wills that address that contingency, the “laws of intestacy” determine how the parents’ assets are to be […]

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Filed Under: Estate Planning, General

Assets: Each a Little Estate Planning Project of its Own

Posted on December 14, 2015 Written by Paul M. Stokes Leave a Comment

How often I hear clients breathe a sigh of relief after signing their “big” estate planning documents. By “big” estate planning documents, I mean their Last Wills and, if they are using a Revocable Trust plan, their trusts. Getting those documents signed is, of course, a big step and, when it is taken, worth some […]

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Filed Under: Assets, Estate Planning, General

Adding Focus to the Estate Planning Process

Posted on December 9, 2015 Written by Paul M. Stokes Leave a Comment

The other day, during a medical test aided by a physician’s assistant new to me, she asked me what I did for a living. I told her I was a lawyer, and waited for the frown. Instead, she asked the next question, “What do you do as a lawyer?” My answer was “Estate Planning, that […]

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Filed Under: Estate Planning, General

About Paul M. Stokes

Paul M. Stokes works at Stokes McMillan Antunez, P.A., received his law degree from the University of Chicago Law School, and is Board Certified by the Florida Bar in Wills, Trusts & Estates.

This site focuses on Florida law and is for educational purposes only. It is not a substitute for an engagement with a competent attorney. The events in the posts do not identify actual clients. Those events are sufficiently fictional to preserve confidentiality. In telling his stories, however, the author does not compromise the points being made.

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  • Stokes McMillan Antunez, P.A.

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Recent Articles

  • Default Takers: Unmarried Decedents
  • Acquisition of an Asset by a Maiden-Name Couple: Another Estate Planning Event
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  • A Health Care Surrogate for Children.
  • The Designation of Health Care Surrogate: Immediate or Springing?

Topics

  • Adoption
  • Assets
  • Disability Documents
  • End of Life
  • Estate Planning
  • Estate Planning and Divorce
  • Famous Last Words
  • General
  • Homestead
  • Joint ownership. Or not.
  • Minor's Guardianships
  • Prenuptial agreements
  • Safe Deposit Boxes
  • Same-sex Marriage
  • Trusts

©2021 Paul M. Stokes, Attorney At Law · All Rights Reserved.

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