South Florida Estate Planning News
Recent Posts and Articles
Planning with Blended Families
National Stepfamily Day: Planning With Blended Families in Mind (September 16) Happy National Stepfamily Day to everyone who celebrates! With family structures evolving, there’s a good chance you’re part of a step/blended/“bonus” family—or you love someone who is—making September 16 a perfect time to celebrate and to plan. At its…
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Estate Planning Secrets: Keeping Your Family Out of the Spotlight
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor Nellie can simply go to the courthouse or…
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Help! This Probate Is Taking Forever!
When Sarah’s dad passed away, she thought things would be simple. Her dad had a will, and Sarah and her brother were the only kids. She figured they’d take care of some paperwork, pay off a few bills, and be done in a few months. But months later, Sarah found…
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Val Kilmer: Lessons From His Life and Legacy
A Public Life, A Private Death. Private Estate Plan The passing of actor Val Kilmer in April 2025 brings attention to estate planning issues that affect far more than just celebrities. While Kilmer was a public figure, the challenges his estate faced—such as managing real estate in multiple states, handling…
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George Foreman: 12 kids, But Whose Counting?
“You can have an ex-wife, but never an ex-child” George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. Unlike many celebrities, Foreman was considered relatable and connected to his audience. But beyond the fortune and…
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Regis Philbin: Blended Family, Big Heart, & Clear Plans
From Game Shows to Estate Plans: Insights we can Learn from Regis Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kelly in 2011, he…
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Thinking About Buying Property Abroad? Here’s What You Need to Know
Dreaming of owning a home in Costa Rica, Portugal, or maybe Belize? You’re not alone. More and more Americans—retirees, remote workers, and investors—are looking overseas for a slower pace of life, better weather, and a lower cost of living. Buying real estate in another country can be a dream come…
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Why Every Etsy Seller Needs a Digital Estate Plan
Etsy has grown from a small marketplace for handmade goods to a global e-commerce powerhouse, with millions of sellers—many of whom rely on it for income. But while sellers pour their time and creativity into building their shops, few consider what would happen if they could no longer manage their…
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Estate Planning Ideas: National Ice Cream Month
Avoiding Probate is the Cherry on Top of your Estate Plan It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for…
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Just One, Just Right: Estate Planning for Families with an Only Child
As one-child families become increasingly common in the U.S., many parents find themselves facing unique estate planning challenges. While having just one heir can simplify things, it can also create added pressure—both for parents making decisions and for the child who may inherit responsibilities along with assets. Why Only Child…
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