South Florida Estate Planning News
Recent Posts and Articles
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…
Read MoreMoney 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 MoreShow 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 MoreHow 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 MoreNewlywed Estate Planning Essentials
When starting a new marriage, there is much to think about: communication, living conditions, holiday plans, financial stability, and the wedding itself. However, something often overlooked by new spouses is the importance of creating an estate plan. It can be hard to think about what would happen if your spouse became ill, incapacitated, or worse, but an estate plan can ease those difficult times. An estate plan typically includes a will or trust, but the most important documents for a new couple are Health Care Directives and Powers of Attorney.
Read MoreDetails that TV and Movies Get Wrong
Although television and movies are entertaining with their conflicts and cliffhangers, Real-life estate administration is less dramatic than Hollywood would have you believe
Read MoreWhat Happens to My Car Lease If I Die?
Your car may be one of the most valuable assets you own, but what will happen if you pass away during the lease term or before the car is paid off?
Read MoreBlended 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.
Read MoreCOUNTDOWN TO A STRESS-FREE 2023
We want to protect our lives, our autonomy, and our future to enjoy the years to come worry-free. Here are six ways to enjoy a stress-free 2023! The countdown begins:
Read MoreHoliday 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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