Do you have more than one child or grandchild that you need to consider in your estate planning? In order to avoid conflict, many parents and/or grandparents decide to leave their children the same inheritance. While this makes it easy…
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How Do You Divide Up Personal Possessions Without Dividing the Family?
When creating an estate plan, dividing your assets can be very difficult. You are more than likely trying to figure out how to allocate your possessions in a way that will not create tension between your family members after you…
Posted in Estate Planning, Will
SOME COMMON MISCONCEPTIONS ABOUT ESTATE PLANNING
I am not rich so I don’t need an estate plan Everybody knows what I want, so why do I need a will? Minimizing taxes is one of the most important goals in developing an estate plan. My spouse and…
Posted in Estate Planning, Probate and Guardianship
Can You Use A POA to Vote?
Can You Vote for a Disabled Person with a Power of Attorney? NO. In Florida, you cannot use a power of attorney to vote on behalf of someone else. The point of a power of attorney is to act in…
Do I Really Need an Estate Plan?
Some Common Misconceptions About Estate Planning I am not rich so I don’t need an estate plan Everybody knows what I want, so why do I need a will? Minimizing taxes is one of the most important goals in developing…
Are You Prepared to Die?
Of the over 200,000 Americans who have died unexpectedly from COVID-19 in the past 7 months, most of them were likely not planning for a sudden death. According to caring.com, “fewer than half of those 55 and older had completed…
Have You had a Life Change?
UPDATING YOUR WILL AS LIFE CHANGES If COVID has taught us anything, it is that life is unpredictable and things are constantly changing. Due to the ever-changing aspects of life, you should update your estate plan as your life situation…
Is This the Right Time to Redo Your Living Will?
‘No Intubation’: Seniors Fearful Of COVID Are Changing Their Living Wills For older adults contemplating what might happen to them during this pandemic, ventilators can be terrifying. These machines pump oxygen into a patient’s body while he or she lies…
The Talk
Have you had “The Talk” with your loved ones? Many of my clients are concerned that their elderly parents do not have an adequate estate plan. They tell me that their folks are private or just don’t want to talk…
Are You Making These Mistakes?
Common Mistakes in Estate Planning Do you think that you do not need an estate plan because all your bank accounts are POD (Payable on Death) and your IRA has a beneficiary? You could be very mistaken. What about your…
