South Florida Estate Planning News
Recent Posts and Articles
It Is Time to Make Your Estate Planning List and Check It Twice
Just like Santa makes a list of who’s naughty and nice, you can make a list of who should receive your money and property. The holidays are a great time to think about this while you’re with friends and family.
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Fall Cleanup Checklist
Fall is the perfect time to take stock of the past year and tie up loose ends before a frenetic last few weeks that can be equal parts stressful and celebratory. Read more to learn about having a fall to-do list can make the challenges of balancing family and professional commitments more manageable during this busy season.
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Your Estate Planning Team Roster Re-imagined as a Football Squad
Why has football captured the American imagination like nothing else? Some say football is a metaphor for life that can teach us lessons about discipline, teamwork, and overcoming adversity to reach a goal. Read more as we present to you your estate planning team, football-style.
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How to Transfer Football Season Tickets
What You Need to Know About Transferring Your Season Tickets In many parts of the United States, football is more than just a sport—it’s a way of life and a passion shared across generations. While fans often pass down their love for an NFL or college football team to their…
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Debunking Common Misconceptions About Wills
Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But estate planning isn’t just for the wealthy, older adults, or married couples; it’s beneficial for everyone. Let’s bust some common myths about…
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Why Your LLC Needs an Operating Agreement
An operating agreement is crucial for LLCs as it outlines the operational framework and provides various benefits.
• Customizable Business Operations: An operating agreement allows LLCs to customize their management and ownership structures, including profit distribution, ownership transfer restrictions, tax payment methods, and signatories for business accounts.
• Maintaining Limited Liability: Having an operating agreement helps maintain the limited liability of LLC members by demonstrating the separation between the business and its owners, which is especially important for single-member LLCs.
• Decision-Making Framework: The agreement specifies how decisions are made within the LLC, which is vital for multimember and manager-managed LLCs to avoid conflicts and ensure smooth operations.
Probate Nightmares
Come join me at the Broward County Library for my presentation on probate nightmares. You will learn how to protect your money, your loved ones, and yourself by planning ahead and avoiding stressful, costly struggles with probate. I use celebrities as examples and it is a fun and informative hour.…
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Elder Law Conference
Last week, our associate attorney, Demi Lamas, Esq., had the opportunity to attend the Florida Council of Aging’s Annual Florida Conference on Aging in Orlando, Florida. During the event, Demi connected with a variety of professionals dedicated to supporting and caring for the elderly community across the state. We’re proud…
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What to do After a Loved One Dies
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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Continuity Planning
Our friend John has a job at Publix. He has a good job, a comfortable salary, and a nice home. However, John has never thought about what would happen if he lost his job or became ill or injured. One day, John is involved in a car accident and is…
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