Did you know that research tells us that less than 50% of all Americans have taken the step to protect themselves, their families, and their legacies with an estate plan? Did you know that planning for the end of life is incredibly important? Are you aware that if you pass away without an estate plan
Read MoreRead More Read More Can you believe that the new year, 2022, is almost here? Even with the continuing pandemic most of us are busy finalizing our end of the year plans, taking stock of what has happened this year, reflecting on goals for the coming year, and deciding what we want for next year and our future. As
Read MoreRead More Read More Did you know that, on June 26, 2015, the United States Supreme Court issued its landmark decision in Obergefell v. Hodges legalizing same-sex marriage, thereby requiring states to provide same-sex couples with the same access to estate planning, tax, medical and other important benefits as heterosexual couples? While this decision may have made estate planning
Read MoreRead More Read More Regardless if our pets have four legs, feathers, or gills, our “children” are a part of our family. It is only fitting that we make sure that these family members are taken care of upon our deaths. The ASPCA estimates that about 150,000 dogs and cats are abandoned after their owner’s death. So, how can
Read MoreRead More Read More How much do you know about the Achieving a Better Life Experience, or ABLE, Act? The ABLE Act was signed into federal law in 2014, and adopted by Florida Governor Rick Scott in 2015. The Act permits eligible individuals and their families to create a tax-exempt savings account that allows for disbursements of tax-free funds
Read MoreRead More Read More Once only the tool for the very wealthy, more and more modest wealth families have begun to use revocable living trusts in their estate planning. A revocable living trust acts as a substitute for a Will and has the additional benefit of avoiding the court process known as probate. Probates can be costly and may
Read MoreRead More Read More When it comes to estate planning, many of us know the basics. We may know the definition of a last will and testament and a trust agreement, but understanding what happens after your death and the complexity of the probate process can be more challenging. What happens, for example, if you pass away without a
Read MoreRead More Read More There are over 100,000 attorneys in the State of Florida. So, it shouldn’t surprise anyone that attorneys have specific practice areas like doctors do. If you are a Senior, you also need to know that there are attorneys who have specialized knowledge addressing those challenges commonly faced with growing older. While an Estate Planning attorney
Read MoreRead More Read More Most of us were surprised by learning Gene Wilder suffered from Alzheimers. Yet, as estate planning and elder care lawyers, we have to be in awe of how well he [obviously] planned for the time when he wouldn’t have capacity and how his care would be handled until his peaceful demise. We didn’t learn of
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