The Lists You Need to Make
Not too long ago, a blog post caught my attention. It’s entitled Estate Planning So Your Executor Doesn’t Desecrate Your... Read More
Estate Planning, Wills and Trusts Blog
Retirement Planning: Beyond the Numbers
So much of planning for retirement is focused on the financial, and for good reason: Americans are living longer than... Read More
Retirement Planning Why Your 18-Year-Old Needs to Meet With an Estate Planning Attorney
An estate planning attorney’s office is the last place you’ll find most college kids, but when your child turns 18,... Read More
Incapacity Planning Still Getting Junk Mail for a Deceased Spouse? Here’s What to Do
Junk mail – when it’s addressed to you, it’s merely an annoying waste of paper. However, it can be incredibly... Read More
Estate Planning Three Things Your Pet Caregiver Needs to Know
As a pet owner, including your pet in your estate plans likely means creating a pet trust. With this estate... Read More
Estate Planning, Wills and Trusts What’s the Purpose of a Florida Living Will?
A Living Will is an indispensable estate planning tool, but it covers limited circumstances. In Florida, a Living Will is... Read More
Incapacity Planning Will Transferring Your Home to Your Living Trust Cause Mortgage Hassles?
Occasionally, we’ll have a client voice the concern that transferring their home into their newly-created Revocable Living Trust might violate... Read More
Wills and Trusts Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?
Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts Did You Know? Not All Gifts to a Spouse are Tax-Free
The general rule when it comes to the federal gift tax is that gifts from one spouse to another are... Read More
Taxes Serving as Trustee and Beneficiary? A Word of Advice
When the time comes for a living trust to be administered, it’s pretty common for people to find themselves in... Read More
Wills and Trusts Financial Elder Abuse: What It Is and What to Do About It
Elderly people are uniquely vulnerable to financial abuse for a number of reasons. For instance, elderly people tend to have... Read More
Elder Law Does Moving Mean You Need a New Will?
There are certain life events that call for a review of your will, and moving to a new state is... Read More
Estate Planning, Wills and Trusts