South Florida Estate Planning News
Recent Posts and Articles
13 Estate Planning Terms You Need to Know
Estate planning is not just for the wealthy, it is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes so you can pass more wealth onto your family members, and stating how and to whom you would like to pass your estate on to when you pass away.
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What Happens If You Die Without A Will In Florida?
In Florida, if a person dies without a will, their property will then pass on to their nearest relatives through the Florida intestate laws. These laws outline a strict formula that judges use to distribute the assets of the deceased to their family members. This is done to help avoid…
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Different Types Of Florida Trusts And When You Might Need Them
A trust is a legal document that can be created during a person’s lifetime and survive upon that person’s death. There are several types of trusts that can be established based upon that person’s needs or the needs of their surviving heirs. Understanding the different types of trusts and their…
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When Should You Start Estate Planning?
Contrary to popular belief, Estate Planning isn’t about who gets your stuff when you die. Yes, many times we often worry about what will happen to our assets and wonder who will get them. While this question is not fun to think about, it is an essential one to…
Read More Make Your New Year’s Resolution Early…
An “Estate Plan” contrary to popular belief, is not necessarily for those with mega millions. Anyone from an Uber driver to the Uber wealthy need to make sure those they love are able to access needed information if you are temporarily or permanently incapacitated or have passed.
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How to Protect Your Family’s Financial Risk
Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments. Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.
Read More Responsibilities of Successor Trustees
Many people becoming trustees for the first time have asked questions such as “What is a trust?” or “What taxes must I pay as a trustee?” or “Am I required to file annual reports with a court?” Most people have had little experience with trusts.
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Be Very Careful using an Online Power of Attorney
As an attorney, I make sure that these mistakes do not occur. An online form is just a piece of paper, and if any mistakes are made, the family will feel it for years to come. Take a look at my post regarding POAs and the top 10 reasons you need an attorney to prepare one!
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Alzheimers
“Among the challenges are moments of joy.” Some of the terrific information contained in the site includes “life with Dementia”, Taking Action, Clinical Trials, Caregiver information, etc….
Alzheimers.gov is managed by the National Institute on Aging (NIA) at the National Institutes of Health (NIH)
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Protect Yourself from Fraud
Whether it’s guilting you into investing, instilling fear in you, or giving you the impression that they are professionals, con artists know exactly how to persuade you. Don’t rush yourself and don’t allow others to rush you. Take your time when making investment decisions, remain skeptical of unsolicited offers or offers that seem like they are too good to be true, and be sure that your money is always accessible.
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!
