South Florida Estate Planning News
Recent Posts and Articles
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.
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…
Debunking Common Misconceptions About Wills
Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But estate planning isn’t just for the wealthy, older adults, or married couples; it’s beneficial for everyone. Let’s bust some common myths about…
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…
Continuity Planning
Our friend John has a job at Publix. He has a good job, a comfortable salary, and a nice home. However, John has never thought about what would happen if he lost his job or became ill or injured. One day, John is involved in a car accident and is…
Newlywed 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.
What You Can Learn from the Leno Conservatorship Proceedings
Here are key lessons from the Lenos’ experience: 1. Spouses Can’t Automatically Step In: Many believe that being married means their spouse can automatically manage their finances or healthcare decisions if they become incapacitated. This isn’t true. After turning 18, no one, not even a spouse, can manage these affairs without prior consent (through estate planning documents) or court involvement.
Details 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
Secure the Well-being of Our Children
While finding the time during our busy lives may be challenging, having a well-thought-out and carefully drafted plan to protect our children is essential! Trusts offer a unique opportunity to leave a lasting impact on our children’s lives.
My Tax Quiz: How Much Do You Know About Estate Taxes?
Many folks are not familiar with how estate tax works and whether they would have to pay inheritance taxes. Take my quiz to see how much you know. True or False: Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in…
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