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Tag: Florida

Proper Place to File a Will After Death

Posted on Sat Oct 17, 2015, on Probate and Estate Administration

That will depend on what her death certificate says. If the death certificate says her residence was Florida, then only the Surrogate in Florida will probate the will. Likewise, if the death certificate says her residence was Philadelphia, then only the Philadelphia Register of Wills will probate the will. If your mother was only visiting Philadelphia when she died, then she was still a Florida resident. If she had moved up here and then died, then she is Philadelphia resident.

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How do I shelter money I will leave my son from my future daughter-in-law in Florida?

Posted on Mon Aug 31, 2015, on Revocable Trusts and Living Trusts

From our “Ask a Question” mailbag: My son refuses to get a prenuptial agreement, how do I shelter the money I will leave him from my future daughter-in-law?

If your son refuses to protect himself, you have other options to protect the money you leave him. Instead of leaving him his inheritance outright, through your will or Revocable Living Trust you can form a protective trust to hold his inheritance.

Klenk Law

What’s the “Angel of Death” Tax Loophole and Why Should You Care?

Posted on Thu Jan 22, 2015, on Estate Planning

President Obama’s 2015 State of the Union Address was a throwback in some aspects. Specifically, Obama’s proposal included removing a veteran staple in the estate planning attorney’s playbook, the so-called “Angel of Death” tax loophole. Let’s take a look at exactly what the “Angel of Death” tax loophole is, and why you should care about it.

Klenk Law

Keeping an Eye on the Personal Representative in Florida

Posted on Fri Nov 7, 2014, on Estate Litigation

Beneficiaries of Florida estates will often approach us asking our help in keeping an eye on the estate’s Personal Representative (in most states this person is called an executor). This is often the result of the Personal Representative not sharing information about the estate with the beneficiary, the Personal Representative’s unreasonable delays, or when the Personal Representative’s behavior has raised the beneficiary’s concern.

Klenk Law

Common Grievances Against Probate and Estate Planning Lawyers

Posted on Mon Oct 5, 2009, on Estate Planning

An article in the October, 2008 Florida Bar Journal, written by a Florida Estate Planning Lawyer and former member of the Florida Grievance Committee, reported on the most common complaints heard by the Board against Estate Planning and Probate attorneys. This article describes how our firm guards against client complaints by addressing these issues before they arise.

Communication: The article reports that the most common complaint against Estate Planning or Probate lawyers is poor communication. Amazingly, some attorneys and lawyers simply fail to return phone calls. Our firm has a standing policy to return all phone calls within 24 hours. This policy keeps communication going with clients and, in most cases, keeps misunderstandings from arising. Most Probate and Estate Planning related cases affect clients unfamiliar with this area of the law. By answering questions and keeping clients informed we have built up an excellent practice. Satisfied estate planning clients in turn refer us to friends and family for other Estate Planning and Probate cases.

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What Our clients are saying

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Denise Lowmaster

Our experience with Klenk Law has been exceptional. We’ve had help with estate planning and pre-nuptial agreements. They really take the time to explain everything and let us know our options. All of the staff are very professional, courteous and knowledgeable. They are very prompt with responding to calls and messages. We will continue to use them and recommend to friends and family.

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CEGM

Peters' firm has prepared and updated our Wills and Trusts for the last 15 to 20 years. They know the law and help with your decision making to use the law to your best advantage. Response time to your requests is very reasonable, and final reviews and signing is executed in a timely manor with a thorough coverage of the documents. Our most recent updates to our Wills & Trusts were somewhat complicated, in our opinion, but Peter and his staff handled them effortlessly. As you can tell from this review Peter Klenk's firm is top notch.

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Chris Nezu

Klenk Law is a professional and class act from start to finish. Peter, and all of his staff members are patient, clear, and trustworthy, all within the context of a user friendly, kind, and comfortable ambience.

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hinda schuman

very happy to deal with Peter Klenk law firm over many decades

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Chris Kurdelski

Transparent approach and pricing, with prompt and professional response. They understand the various sensitivities of estate planning. Cannot recommend the firm more highly., go with Klenk

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