A Lady Bird deed is a legal tool that allows an owner of “real property” to transfer it to a
beneficiary without the need to submit the matter to the probate court, which Florida law
would otherwise require.
Lady Bird Deed – Is It Something I Need To Consider? Read More »
If you’ve delayed getting your estate planning documents together, this year, 2021, is the year to get it done. Think about it. You are stuck in this pandemic which took away your control over so many things. You cannot travel and visit with others as you wish. This entire time can be viewed as a complete time waster, if we do not act to create something of value. How about using 2021 to create the joy of accomplishment?
21 Reasons 2021 is the Year of the Estate Plan Read More »
If you have young kids, a cookie-cutter estate plan won’t work. Do Florida parents need revocable trusts? Parents of young kids need estate plans as unique as their own children.
Do Florida Parents Need Revocable Trusts? Read More »
This is National Estate Planning Awareness Week. As an estate planning attorney, it’s my job every day to educate my community about issues they may face in the future with respect to their assets, family, debt and more, if they do not get their plan in writing.
The very best way to learn anything is to learn examples, especially about what could go wrong. So this week, let’s go over some contingencies to highlight why you should start thinking about your own plan.
What could possibly go wrong if I do not make plans? Read More »
Parents of young children often wonder if it is the best idea list their minors as account beneficiaries. Usually, a parent will list the spouse as the main beneficiary, but would like to name children as a contingent beneficiary, in the event something happened to both parents. This practice of naming minors as account beneficiaries, along with a few others set forth below, will cause many unintended consequences.
Not the Best Idea to List Minors as Account Beneficiaries Read More »
The Florida Constitutional Homestead exemption can be viewed as both a privilege and a burden. A privilege as it offers protection, but a burden as it places limits as to what you can do with your property after death.
Florida Homestead—A Privilege and a Burden Read More »
The probate process varies state to state and even county to county, in terms of costs, money and the time it takes from start to finish. Usually, the estate must hire an attorney to assist the Personal Representatives in all of the tasks and necessary paperwork. A simple probate takes a few months. If litigation is involved, it may take several years. The average probate may last a year.
The Probate Process Read More »
As a small token of gratitude, I am providing all essential workers and teachers with a Florida healthcare surrogate, at no cost to them. A healthcare surrogate allows your trusted friends and family to make medical decisions for you, if you are not able to make them for yourself.
Free Healthcare Surrogate for Florida’s Essential Workers Read More »
Does thinking about “estate planning” sadden you? If so, you are not alone. Each year, countless individuals delay and procrastinate necessary planning. This planning may save money, tax payments and worrying.
Overcome the “Sadness” of Estate Planning with “Peace of Mind” Read More »
Almost everyone knows it is important to receive these documents but many don’t do that. And we wondered why. Why do people avoid getting necessary documents? So we did our own informal survey and discovered the people are just overwhelmed with a seemingly large vats of documents they need to give to an estate planning attorney in order to get their own plans in order.
Need a Will or Trust? Ducks in a Row! Read More »
