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estate planning

As we enter 2022, take some time to think about the future and whether you’ve prepared for certain future events, such as incapacity and death.  As an elder law attorney, preparing for incapacity means you’ve thought about, and made arrangements for, potential future incapacities.  Take stock of your choices and documents Preparedness means choosing trustworthy […]

If you’re spending this holiday season with elderly parents, it’s probably not a bad idea to discuss pre-incapacity planning. Potentially uncomfortable but important discussions If you and your siblings (assuming you have siblings) have not spoken to your parents about who will make financial and healthcare decisions for them when they are not able to, […]

A financial planner recently shared an interesting story — ultimately related to probate administration — with me. Death benefit assignment can prevent headache She had a new client looking to transfer assets from one financial planning institution to her institution.  This client was a recent widower. His recently departed spouse had a life insurance policy […]

Two new documentaries came out recently, chronicling the much-publicized saga of pop princess Britney Spears.  One is by The New York Times, called Controlling Britney Spears. The other is from Netflix, called Britney v. Spears.  Britney Spears documentaries have similar focuses Each documentary briefly touches on her early fame and success and dives deep into […]

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 […]