South Florida Estate Planning News

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 fair. If you plan to…

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personal representative florida

What Is A Personal Representative And How Should I Choose One?

If you’re working on your estate plan, one of the most important steps is determining who will be the Personal Representative (Executor) of your estate. It’s an important choice – maybe you’ve read stories of some Personal Representatives behaving badly and wish to avoid that. You don’t want to make a mistake that would cause…

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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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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.

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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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Senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach. They relay in Jakob Legal for Probate

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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Davie Alzheimer's Lawyer

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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Protecting from financial risk

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.

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Understanding the Four C’s of Elder Law Ethics

There are several reasons why lawyers need to meet with your family member or friend alone for at least a part of the case evaluation process, so please don’t be alarmed or offended if you are asked to leave the room.

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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!

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