South Florida Estate Planning News
Recent Posts and Articles
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…
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…
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…
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.
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.
Winning the Lottery: Financial Nightmare or Dream?
When your bank account balloons, so might your fan base. Family, old buddies, and even scammers may line up for a share. It’s okay to say no. Still, you might want to give some away to people or charities. Remember, big gifts might mean big taxes. For 2023, you can give away $17,000 without tax or $34,000 with your spouse. For 2024, it’s $18,000, or $36,000 for couples.
What 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?
Pop Quiz for August
Many folks think that the person who looks after your children must be the same person who handles their inheritance. But that’s a myth! You can pick a loving, caring guardian for your children and choose someone else entirely to manage the money side of things.
COUNTDOWN 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:
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.
- « Previous
- 1
- 2
- 3
- Next »
Get 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!
