estate planning Archives - Luhrsen Goldberg, LLC.
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estate planning

Recently, a growing number of my estate planning clients have told me they are worried about challenges to their estate planning documents. Is there reason to expect a challenge? Admittedly, I’d expect this type of concern from a 75-year-old male client leaving the majority of his estate to his 30-year-old girlfriend that he met at […]

If you have minor children, your estate plan should include advanced directives for minors. The forms typically include Designation of Health Care Surrogate for Minor, Power of Attorney for Care of Children, and Declaration of Pre-need Guardian for Minor.  You might need these forms if you and your spouse (or significant other) will be away […]

A typical estate plan consists of a will (in some cases a trust and pour-over will) and documents known as advanced directives. While a will deals with how your property is to be distributed after you pass away, advance directives allow you to choose who will manage your property, make health care decisions on your […]

All about trust(s)

What is a trust, and why do you need one? Perhaps we should start with a little background. A (trendy) way to avoid probate administration In 1965, Norman F. Dacey published a now-famous book titled How to Avoid Probate! In his book, Dacey outlines how to set up trusts to avoid the delays and expense […]

So, you’ve executed a will. Now, the question a significant number of my clients ask me: “What should I do with the original copy of my will?” Where should I store my will? Typically, my answer is to put it in a safe and easily accessible location. You should also inform the person you named […]

Is my will valid? It’s a critically important question to consider when executing an estate. What are the requirements for a will to be valid? In Florida, the requirements for a will to be valid are simple: The will must be in writing (can be typed or handwritten so long as all execution formalities are […]

In my last blog, I discussed Britney Spears and guardianship (known as conservatorship in California). Guardianship is a judicial procedure whereby a Court appoints a guardian to oversee and control a person’s finances if that person is deemed incapacitated. If guardianship is a ride you’d like someone else to take, I don’t blame you. But […]