Latest News from Battaglia, Ross, Dicus & McQuaid, P.A.

How to Choose a Trustee

Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.

Hunter Rawls 12:30 pm November 3, 2021

What I Need to Know About Government Stimulus for Small Businesses Due to Coronavirus

This article is a brief overview of the various programs that are available to small businesses that are designed to assist with economic hardships.

Andrew Pardun 1:02 pm April 21, 2021

Amended Emergency Measure for the Florida State Courts

The Florida Supreme Court issued a new emergency order which extends, refines, and strengthens previously enacted temporary remedial measures.

Caitlin Szematowicz 7:14 pm May 6, 2020

Recent Executive Orders and Local Announcements Regarding Business Closures and Openings

Ron DeSantis recently announced that Florida will start lifting stay-at-home orders, local businesses are questioning whether they can now open their doors.

Caitlin Szematowicz 10:15 am May 4, 2020

Recent Executive Orders Regarding the Coronavirus Pandemic

This article will review Executive Order 20-111: Limited Extension of Essential Services and Activities and Vacation Rental Prohibition.

Caitlin Szematowicz 3:41 pm May 2, 2020

Myth #4: Trusts Avoid Taxes

“Trusts avoid taxes,” it is important to realize that both “trusts” and “taxes” are loaded terms that can have different meanings, depending on the context.

Robert Kapusta 10:10 am November 3, 2021

Myth #3: Assets in Trust are Protected from Creditors

Assets you place in trust for your own benefit during your lifetime are not protected from your creditors.

Robert Kapusta 10:14 pm November 3, 2021

Myth #2: If You Die Without a Will, Your Property Goes to the Government

A common misconception about probate in Florida is that if you die without a Will, your property will go to the government or to the State of Florida.

Robert Kapusta 8:01 pm November 3, 2021

The 4 Most Common Estate Planning Myths | Myth #1: Wills Avoid Probate (Part 2)

One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

Robert Kapusta 9:05 am November 3, 2021

The 4 Most Common Estate Planning Myths | Myth #1: Wills Avoid Probate (Part 1)

One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

Hunter Rawls 6:58 pm November 3, 2021

Why Spouses Should Never Title Automobiles Jointly

When Laura and Louis moved to Florida, they needed to update their Revocable Trust, Durable Power of Attorney, and related estate planning documents.

Lama Alqasemi 12:24 pm November 3, 2021

Trust vs. Will – Which Is Right for You?

One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust?

Lama Alqasemi 10:32 am September 7, 2022