South Florida Estate Planning News
Recent Posts and Articles
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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Surprise! You Can’t Easily Disinherit Your Spouse
Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District of Columbia, you cannot intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate in a prenuptial, postnuptial, or other marital agreement. However, the same is…
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Running a Business with Your Spouse? Here’s How to Stay on Track—At Work and at Home
Running a business with your spouse can be incredibly rewarding—but let’s be honest, it’s not always easy. You live together, work together, and probably spend most of your free time together too. With that kind of closeness, it’s important to find balance, both personally and professionally. Here are a few…
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How Do You Want to Leave Your Money Behind?
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can…
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What Type of Trust Do I Need?
Not Only for the Rich and Famous The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more…
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Spring Clean your Estate Plan: Use a Human, Not AI
As spring blossoms, it’s a perfect time to refresh and renew various aspects of your life, including your estate plan. You might be curious about using artificial intelligence (AI) or platforms such as Legal Zoom, Rocket Lawyer, Estate Plan templates or similar online services to write your plan. While “DIY…
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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…
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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!
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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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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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