Where There’s a Will There’s a Way

Do You Have a Will? A Will is the primary legal document for determining how your assets will be distributed and what would happen to your minor children on your death.  But you can’t just place your Will in a

Posted in Elder Law, Elder Rights, Will

Are You Sharing a Bank Account with Your Adult Child?

Why Seniors Should Not Share a Joint Bank Account with an Adult Child Case Study:  85 year old Mom comes to see me because she received a notice from her bank that her entire savings account is frozen.  There is

Posted in Elder Law, Elder Rights, Probate and Guardianship

The Hardest Conversation

Do You Have a Living Will? Clients come to my office to talk with me about planning for incapacity and death.  These are hard conversations to have, even in an elder law attorney’s office. Of all the documents that I

Posted in Advanced Directives, End of Life, Final Wishes, Will

Who Will You Give Your Personal Property To?

How to Dispose of your Personal Property When you Pass Florida law permits the use of a separate writing referred to in a Will to dispose of tangible personal property if it is not otherwise mentioned in the Will. The

Posted in Estate Planning, Final Wishes, Will

Do You Have Digital Assets?

Keeping Digital Assets in the Family Nowadays, many of us have “digital assets”.  Digital assets include Bitcoin, blogs that earn income, reward points for credit cards or airlines, and those with sentimental value such as digital photographs and social media.

Posted in Final Wishes, Will

Has Your Spouse Passed Away?

AFTER THE DEATH OF A SPOUSE After a spouse has died, it can seem impossible to focus on the details, let alone make important decisions.  Here is a list of what should not be delayed: Connect with attorneys, accountants, and

Posted in End of Life, Estate Planning, Taxes, Will

Are There Problems with Joint Assets?

Yes, there can be. Many of my new clients tell me that they do not need certain estate planning documents because their adult child (or other trusted person) is a joint owner on their bank accounts.  They believe that this

Posted in Elder Law, Estate Planning

Is Technology the Answer?

CAN TECHNOLOGY KEEP YOU SAFE FROM ELDER ABUSE AND EXPLOITATION? Elders lose millions of dollars per year according the latest statistics from the National Adult Protective Services Association. Ninety percent of the abusers are family members or trusted others.  Sadly,

Posted in Elder Law, Elder Rights

Have You Planned End of Life Choices?

END OF LIFE OPTIONS One of the services that I offer my clients is a Living Will. This document is a legal declaration of what type of care your wish to have if you are in the end stage of

Posted in Advanced Directives, End of Life, Will

Advance Directives and Alzheimer’s

Most estate plans include advance directives that state your wishes for health care and end of life decisions.  But, as some families are finding out, these advance directives may not be specific enough for certain diseases, such as Alzheimer’s. Without

Posted in Advanced Directives, Dementia

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