South Florida Estate Planning News
Recent Posts and Articles
Complete Legacy Organizer
My Life & Legacy Organizer is a guided step-by-step workbook designed to help you bring order to the details your family would need most. As both a life organizer workbook and an estate planning guide, it walks you through accounts, contacts, routines, and the information that keeps a household running…
Seven Estate Planning Traps Most People Miss
Think back to your life seven years ago. Were the same people in your life? Did you have the same assets? The same accounts? The same family situation? The same wishes? Your estate plan may still be legally valid — but that does not mean it still fits your life.…
Summer is Here! Teachers Should Know About These Benefits
As a teacher, you spend your days caring for students, managing a classroom, and keeping everything moving. With so much on your plate, estate planning can be easy to put off. But estate planning is not just for people with a lot of money. It is about making sure the…
Too Late to Plan?
What Families Can Do When Dementia Has Progressed Many families look back and say the same heartbreaking thing: “We thought we had more time.” At first, the signs may have seemed small. Missed appointments. Repeated questions. Bills left unopened. A little confusion here and there. But now things have changed.…
What to do After a Dementia Diagnosis
A dementia diagnosis can feel like the ground has shifted beneath your family—but it does not always mean it is too late to plan. When a loved one receives a dementia diagnosis, families often focus first on medical care. That is understandable. Doctors, medications, safety, driving, and daily routines may…
The Window of Opportunity: Legal Steps to Take When You First Notice Memory Problems
When someone you love starts forgetting familiar names, missing bills, or getting confused in places they know well, it is easy to explain it away—but it may also be time to quietly and lovingly take action. You may have noticed the signs for months. Mom is repeating the same question.…
When Clutter Becomes an Estate Planning Problem
George Carlin once joked that a house is really just a place to keep your stuff while you go out and get more stuff. Funny? Yes.A little too accurate? Also yes. Most of us have a complicated relationship with our belongings. We save things because they remind us of people…
Practical Estate Planning Strategies When Letting Go Is Hard
Letting go of belongings can be hard. After all, our homes are filled with more than furniture, dishes, papers, and keepsakes. They are filled with memories. That old rocking chair may remind you of your grandmother.A set of dishes may bring back years of holiday meals.A box of children’s artwork…
What To Do With All The Stuff?
The Great Stuff Transfer You may have heard of the “Great Wealth Transfer”—the enormous amount of wealth expected to pass from older generations to younger ones over the next couple of decades. But there is another transfer happening too. It is not just money, investments, and real estate being passed…
Can AI Create My Estate Plan?
Yes — But It Can’t Replace a Real Attorney If you’ve ever asked ChatGPT, Claude, Gemini, or another AI tool a legal-sounding question and received a surprisingly polished answer, you’re not alone. AI can be impressive. It can explain complicated topics in plain English, organize information quickly, and help you…
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