South Florida Estate Planning News
Recent Posts and Articles
5 Things to Talk About With Your Family
You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with…
New Year’s Eve Trivia and Fun Facts
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year. However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve. Less than one-third of Americans plan to either attend or…
It Is Time to Make Your Estate Planning List and Check It Twice
Just like Santa makes a list of who’s naughty and nice, you can make a list of who should receive your money and property. The holidays are a great time to think about this while you’re with friends and family.
Fall Cleanup Checklist
Fall is the perfect time to take stock of the past year and tie up loose ends before a frenetic last few weeks that can be equal parts stressful and celebratory. Read more to learn about having a fall to-do list can make the challenges of balancing family and professional commitments more manageable during this busy season.
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.
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…
Probate Nightmares
Come join me at the Broward County Library for my presentation on probate nightmares. You will learn how to protect your money, your loved ones, and yourself by planning ahead and avoiding stressful, costly struggles with probate. I use celebrities as examples and it is a fun and informative hour.…
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.
Planning a Barbecue Is Like Planning Your Estate
Memorial Day weekend signals the beginning of summer and backyard barbecues. Although a cookout may be casual, good planning is crucial. This is true for estate planning, too. A little planning goes a long way to prevent leaving you and your loved ones in a pickle: The Menu – What…
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