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What to Expect at an Estate Plan Consultation

April 6, 2023

A few examples of the many unique and interesting estate planning strategies that are available. An experienced estate planning attorney can help you create a plan that meets your specific wishes, personal objectives and unique family dynamics.

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COUNTDOWN TO A STRESS-FREE 2023

December 9, 2022

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:

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Digital Assets in the Digital Era

August 19, 2022

What happens to all of our accounts and files when we become incapacitated or pass away? Will our spouses and children have access to them? Where will they find our usernames and passwords? Who can take down our Facebook and LinkedIn pages, or would we prefer that they continue for posterity? And if we’ve saved photos, videos and other files on the cloud, who should have access to them and how long should they stay out there?

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Are “Unequal Inheritances” inherently unfair?

June 20, 2022

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…

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

May 31, 2022

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…

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13 Estate Planning Terms You Need to Know

May 19, 2022

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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Single? You Still Need an Estate Plan

October 1, 2020

Estate planning is just as important for single people as it is for couples and families. Estate planning allows you to ensure that your property will go to the people you want, in the way you want, and when you want. If you do not have an estate plan, the state will decide who gets your property and who will make decisions for you should you become incapacitated, and these aren’t necessarily the choices you would have wanted. Contact me at 954-515-0101 to find out what estate planning documents you need to assure your wishes will be carried out and those you care about will be protected.

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A Way Your Will Can Become Useless, Or Close to It

5 Ways Your Will Can Become Useless, Or Close to It

August 10, 2020

While wills do not have expiration dates, certain changes can render them useless. When this happens, having an out-of-date will can be the same as having no will at all. It is important to review your will periodically to ensure it still does what you want. We examine five ways your will can become out-of-date

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