South Florida Estate Planning News
Recent Posts and Articles
Do Your Frequent Flier Miles Expire When You Do?
Having just returned from a conference on the west coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles. As an estate planning attorney, I decided to investigate airlines current policies as to what happens to those miles after someone…
Read More
Important Legacy Questions You Should Answer in Your Estate Plan
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan.…
Read More
5 Things to Talk About With Your Family
You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with…
Read More
Money Isn’t Everything In Estate Planning
How to Pass Your Stories and Values to Future GenerationsMoney and property may be the most discussed types of wealth that a person owns, but theriches of their experience and wisdom can mean even more to loved ones down the line.Reinforcement of family traditions can be built into your estate…
Read More
Show Your Love This Valentine’s Day
Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!
Read More
New Year’s Eve Trivia and Fun Facts
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year. However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve. Less than one-third of Americans plan to either attend or…
Read More
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.
Read More
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.
Read More
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.
Read More
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…
Read MoreGet The Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
