estate planning Tag

I encourage all parents of minor children to prepare proper estate planning documents. Often parents of minor children are busy, tired, and they do not…

As we begin a new year most of us set personal goals. We hope to eat healthy, exercise, and spend more time with our loved ones. Many of us strive to save money and spend less. It is a great opportunity to reflect on our habits and to set objectives for the future. As part of that planning and reflection, consider a review of your legal health.

“Do I need a Trust?” This is a question frequently asked of by many Estate Planning prospective clients; however it is a difficult one to…

“Will they take my house?” That is the single biggest question we hear from clients in regard to Medicaid. Medicaid is a state and federal combined program that allows qualifying individuals access to skilled nursing care, or long term care, in a nursing home facility. In order to qualify for this type of Medicaid coverage in Florida, an individual must first qualify medically, meaning they must need substantial assistance with their activities of daily living and a nursing home is the most appropriate placement for such care.

What will happen to all of your online accounts, cloud data and saved passwords after you die? Who has control over these digital assets? Unfortunately, the law has not kept pace with the speed of the digital age and the answers to these questions lie in a grey area. Many term of service agreements that users agree to by simply registering with a website prohibit third parties from accessing information. Also, criminal laws prohibit someone else from using your password.

Now that wedding bells are ringing in the state of Florida for same-sex couples, these individuals have some additional planning to add to their list apart from wedding planning. Estate planning will now be a critical piece to discuss between partners since they will also be subject to Florida statutes dealing with spousal rights in the event of the death of one spouse.

Within my last eight years of experience in Planning Estates and handling Probates, I have found a pattern of common estate planning myths. No matter…

Many people try to avoid thinking about what will happen to their bank accounts and belongings after they pass away. As a result they have…

On a sunny, summer day in 2010, I received a panicked call from a client. His 23-year old daughter had been riding in the back…