Recent Blog Posts
New Year’s Resolution: Make A Budget To Remodel Your House For Aging In Place
Being content with the things you have is a sign of wisdom. If you are in your 60s and the house you bought when you were in your 30s still feels like a forever home to you, this means that you made the right decision all those years ago. Deciding on accommodations in which… Read More »
Your Social Security Payout May Be Less Than You Were Hoping
When it comes to retirement planning, the rich really do get richer while the poor get poorer. If you have a well-paying job, you have plenty of money to put into savings each month after you pay your bills, so you can spend your golden years earning passive income. For everyone else, there is… Read More »
Old Year’s Resolution: Update Your Estate Plan
Not quite an Advent calendar and not quite a bucket list, your end-of-year to-do list can be a source of fun or anxiety, depending on your attitude and on your items on that list. If the things you planned to do failed to materialize for reasons beyond your control, it can be demoralizing to… Read More »
You Are Never Too Young For A Digital Estate Plan
When you spent thousands of hours of your adolescence posting your eloquent musings on your MySpace account, your grandparents may have done the old person equivalent of rolling their eyes, but now that MySpace has come and gone, you are glad that you had the presence of mind to store your writings as Word… Read More »
Demand For Granny Flats In Central Florida Exceeds Supply
Aging in place, where you continue to live in the house or apartment where you live now for as long as your health allows, is the preferred option if you have family members living nearby. Given the choice between aging in place and moving to an assisted living facility, 90 percent of seniors choose… Read More »
Divorce Is The Most Reliable Way To Disinherit Your Spouse
Over the course of a 67-year marriage, you are bound to see your spouse’s flaws as well as their virtues. By the time you are old enough to think about leaving your wealth to your children and grandchildren in your will, you have probably accepted that your spouse’s financial habits, even the ones that… Read More »
New Restrictions On The Gift Tax Exclusion Will Soon Go Into Effect, But How Soon?
Estate planning lawyers like to keep things light during the first few meetings with clients. It’s easy to think about estate planning as being about enjoying life when, unless life takes an unexpected turn, you will still be here to enjoy life when all that is left of the clients in whose faces you… Read More »
Elderly Couple Loses Savings In Venmo Scam
Alan and Aviva Sturm must have done something right as far as their estate plan. Until recently, they lived in a two-bedroom apartment in an assisted living facility in Boynton Beach. Although they both have heart conditions and Alan has epilepsy, their health is stable, since they could afford healthcare and medications through Medicare… Read More »
Cryptocurrency And Your Estate Plan
Any valuable asset that you own has the potential to become generational wealth. Jewelry, furniture, paintings, and other valuables have all become the subject of hotly contested disputes during probate. Even when the decedent’s will was clear about which family member was to inherit which item, there is still plenty of room for hard… Read More »
What To Do If You Don’t Know Whether Your Recently Deceased Family Member Wrote A Will
The probate process, in which the court accounts for a recently deceased person’s assets, gives creditors a chance to seek payment of debts from the deceased person’s estate, files a tax return on behalf of the estate, and distributes the deceased person’s assets to the deceased person’s heirs, depends on whether the decedent wrote… Read More »