People can feel a lot of guilt about their estate plans, especially if they know their choices are likely to cause conflict among their relatives. To try and avoid conflict, parents who have multiple adult children may simply choose to divide their assets evenly, or they may disinherit one child and wait until the will is read to break the …
The creation of a trust is a powerful and necessary step to providing for your loved ones. As the grantor—also called a settlor or trustmaker—it falls to you to transfer the appropriate assets into the trust. Unfortunately, this is the exact point where many estate plans fail. If you told your attorney you would handle the funding, bought a trust …
In the age of the internet, nothing we do is private. Our names and images can pop up on the screen with the click of a button, making it easy for prospective employers, customers, or anyone else to learn about us in a frightening amount of detail. Privacy concerns are essential to the estate planning process. Whether you are protecting …
In the wake of the Supreme Court’s 2015 landmark ruling in Obergefell v. Hodges, same-sex couples nationwide are finally enjoying marriage equality. Whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need to take to ensure your wishes are honored in the event of your disability, or your death. The …
Death could always be around the corner. The death of a loved one that takes everyone by surprise should not also cause a financial surprise to the loved one’s estate. Unfortunately, too many people are unaware of the potential costs and fees associated with the probate of an estate or administration of a trust.When an estate goes through probate, Florida …
We never know just how far we will go for someone until we are placed in a tough position. For Angela and Carlos, an estate planning case turned into a battle against the State of Florida—all so they could live out the rest of their lives like any other married couple. In August of 2018, I got a referral on …
Real estate investments can be highly rewarding as well as a good way to generate passive income, particularly for owners of rental properties. The ability to give others a place to live instills a certain pride in the investment, creating a mutually beneficial relationship as well as a diverse portfolio. That said, owning apartment buildings can be time-consuming and frustrating …
What is it about estate planning that puts us off? It takes the average person several years between considering their estate plan and actually creating the documents needed to pass their property and wealth down to their heirs. Whether you are just beginning to create your will or have boilerplate documents on file, we can show you how to create a plan …
People often think of estate planning in the same category as a 401K or an AARP membership: something you won’t need until you’re old. Although your estate plan may not be completed for fifty years, that doesn’t mean you should wait to start planning. Like your retirement fund and savings accounts, an estate plan is an investment—and it pays much …
Announcing . . . Our New Look! We’re thrilled to unveil our refreshed brand identity! Over the last year, we have poured everything into creating a new image that would accurately depict who we are, at our core as a team. There are plenty of adages about change. One of our favorites at the Firm is “get comfortable being uncomfortable”. …
