South Florida Estate Planning News
Recent Posts and Articles
Surprise! You Can’t Easily Disinherit Your Spouse
Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District of Columbia, you cannot intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate in a prenuptial, postnuptial, or other marital agreement. However, the same is…
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Show Your Love This Valentine’s Day
Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!
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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.
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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.…
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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…
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What to do After a Loved One Dies
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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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…
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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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What to Expect at an Estate Plan Consultation
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
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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