South Florida Estate Planning News
Recent Posts and Articles
Protect your Loved Ones this February
Today, it is common for adults to be in long-term committed relationships but be unmarried. If you have a life partner and are unmarried, it is imperative that you have an estate plan if you want your partner to receive your money or property at your death or if you want them to make financial or medical decisions on your behalf if you are alive but unable to make your own decisions. If you rely on your state’s laws, an unmarried partner will likely receive nothing at your death and will have no authority to make decisions on your behalf.
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Nine Ways Your Estate Plan Could Breed Conflict
Simply maintaining a loving relationship with a parent does not necessarily guarantee inheritance rights. A legal right to inherit depends largely on the legal relationship between a child and that child’s parent, the existence of a valid estate plan, or if no estate plan exists, the applicable laws of intestacy in a given jurisdiction.
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Blended Families
Imagine that Mike Brady, in today’s world, sits at his desk to draft a will from an online resource. He wants to save some money, so the price looks reasonable. He leaves everything to his lovely wife, Carol, as he knows she will take care of his children. Later that year, Mike passes away. The following are potential problems he created.
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Holiday Recommendations for Family Harmony
If your goal is family harmony, it could be a huge blunder to fail to consider the emotional ties children may have to their parent’s possessions.
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What questions should you ask your Florida estate planning attorney in 2022?
Planning an estate may seem overwhelming or challenging, but doesn’t need to be. Estate planning is not just for after your life, but for during your life as well. Estate plans include guidance to your families if you become sick or incapacitated, or even just traveling! Whatever the case may…
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Are “Unequal Inheritances” inherently unfair?
Not all adult children are always treated equally upon their parent’s passing. Quite often I’m asked the question regarding the best way to leave children an unequal inheritance (unequal portions of an estate). It isn’t always a question of an unequal inheritance; sometimes it is a question of what is…
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Spare your Heirs Undue Stress
Organize your wishes so your heirs don’t have undue stress.
Open to download my Ultimate Organizer PDF so that your family will have less stress during a very stressful time.
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How to Handle Sibling Disputes Over a Power of Attorney
A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is important to know your rights and limitations. A…
Read More Dispute Between Brothers Demonstrates Need to Plan for Long-Term Care
A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes. The case involves two brothers who got into a fight over whether to place their mother in a nursing home – a dispute that…
Read More Superstar Prince – Super Battle over his Estate
A Minnesota Judge rules that six siblings are the heirs to Prince’s Fortune The music superstar Prince did not have a will! A judge just ruled that his six siblings are heirs to his fortune, but many more people are claiming to be heirs to the legend’s over 25 million-dollar…
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!
