Recent Blog Posts
Preparing An Estate Inventory For Probate
You love your family, but you would not want to drop everything and prepare a family member’s tax returns, without that family member’s help, during an already stressful time in your life, when it wasn’t even tax season. That is the position that people who die without an estate plan put their family members… Read More »
You Are the Boss Of Your Own Estate Plan
There are plenty of reasons to be stressed out about the winter season when you are a parent of young children; this is mostly because you are busy beyond belief year-round, but when the winter season come around, you must take on even more responsibilities while contributing to an atmosphere of relaxation and good… Read More »
How To Protect Your Assets From Medicaid Estate Recovery
A popular saying in the world of estate planning goes that the goal of your estate plan is to ensure that you do not outlive your savings. In today’s economic climate, where most of us are in debt and those of us who have savings are unlikely to have them much longer, does this… Read More »
Breach Of Fiduciary Duty And Florida Estate Law
Unless you operate a family business, then you usually keep work and family separate. You might have conflicts with family members about matters such as splitting the cost of family gatherings or about the wealthiest member of a family contributing to the educational expenses or other means of support for members of the younger… Read More »
Enhanced Life Estate Deeds Enable You To Give Your House To Your Children And Keep It For Yourself, Too
Some people write their estate plans such that one beneficiary (usually the testator’s spouse) has the right to stay in the testator’s house for the rest of that beneficiary’s life, but after that beneficiary dies, another heir (usually the testator’s children from a previous marriage or the testator’s siblings) inherits the house. Five states,… Read More »
How Does Your Small Business Fit Into Your Estate Plan?
Some people were made to be small business owners. When you are operating a business, there is always something to do, but there is no one bossing you around. You can make plenty of money if you apply yourself, but sometimes even if you devote all your waking hours to your business, you don’t… Read More »
Retirement Planning Beyond The Honeymoon Phase
Imagine if you interviewed for a job, and the hiring manager told you how much money you would get, showed you all the company swag, and enthused about the Christmas party but didn’t tell you anything about the work you would be doing. This is how retirement planners sometimes behave toward people who are… Read More »
You Can’t Take Your Bitcoins With You When You Die, So Work Them Into Your Estate Plan
Sometimes old age creeps up on you quickly, but other times it jumps out in front of you and startles you. One minute, you were proud of yourself that your straight leg trousers were appropriate for both work and leisure, and then every news headline started saying that you know you’re old if you… Read More »
How To Protect Your Future Self From Financial Abuse
Last month, a court in Fort Pierce sentenced Sherri Lynn Smith, 52, to 51 months in federal prison followed by four years of supervised release after she pleaded guilty to bank fraud and aggravated identity theft. Between 2016 and 2019, Smith worked as a caregiver to an elderly couple in Broward County, and they… Read More »
Planning For Memory Care
Memory impairment, whether due to Alzheimer’s disease or to other causes, is prevalent in older adults. It is painful to watch a family member grow increasingly forgetful, and perhaps have little memory of the experiences you have shared together; it is equally unsettling to imagine yourself in that situation. In fact, confronting the thought… Read More »