How Do You Prepare for the Death of a Family Member?

As an Elder Law Attorney, families often come to see me when a loved one is sick and time is limited.  Handling a death in the family is always difficult, but handling the legal details is the last thing you

Posted in Choosing Your Lawyer, Estate Planning, Probate and Guardianship, Will

Same-Sex Marriage: Implications on Estate Planning

It is now “The Law of the Land” that same-sex marriages are legal.  This means that your same-sex spouse, unlike a same-sex partner, has certain rights to your property when you die. In Florida, same-sex spouses are entitled to inherit

Posted in Estate Planning, Gay Rights

Is Your Power of Attorney Up To Date?

A Florida Durable Power of Attorney is an important part of your estate plan.  This legal document gives control over who will manage your property during periods of lifetime incapacity. Recent changes to the Florida Power of Attorney statute make

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Posted in Estate Planning, News

How Can You Avoid Probate if you Own a Manufactured Home?

Many of my clients live in a Manufactured Home.  They are concerned about how to avoid Probate if the home is not titled jointly.   Probate is certain to be required if you are not leaving the home to your spouse,

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Posted in Estate Planning, Living Trust

Time to Review Your Estate Plan

HAVE YOU REVIEWED YOUR ESTATE PLAN IN LIGHT OF RECENT CHANGES IN THE ESTATE TAX LAWS? If you have not looked at your will, trust, and powers of attorney recently, now is the time to do so. Estate planning documents

Posted in Estate Planning, Estate Planning Taxation

Will vs. Trust

Wills A Will allows transfers of property to your beneficiaries when you pass In a Will, you, and not the State of Florida, get to name your beneficiaries A Will permits a parent to name a guardian A Will permits

Posted in Estate Planning, Will


Probate is a court-supervised process for identifying and gathering the assets of a deceased person, paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries.  The order of distribution is governed by the Florida Statutes.  In

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Posted in Estate Planning, Probate and Guardianship

Health Care Surrogate or Living Will?

What is the difference between a Designation of Health Care Surrogate and a Living Will? A Designation of Health Care Surrogate is a document that allows you to name an agent to make medical treatment decisions for you in accordance

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Posted in Uncategorized

How Do Your Legal Representatives Access Your Digital Assets?

Do you use Facebook, Twitter, or Amazon?  Do you bank online?  Use Google, have an Apple account? These are Digital Assets and they have personal and financial value to you.  Because they have value, these assets need to be identified

Posted in Estate Planning, Probate and Guardianship

Estate Planning with a Special Needs Child

Comprehensive financial and estate planning is crucial for all families.  But, when a family includes a loved one with special needs, comprehensive planning is of utmost importance. For example, families with special needs individuals must pay careful attention to the

Posted in Estate Planning, Probate and Guardianship

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
629 N. Dixie HWY
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667