Category Archives: Orlando Estate Planning Lawyer
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 »
An Economist’s Retirement Planning Advice
Laurence Kotlikoff has been spreading the word about economics and encouraging the public to think like economists since Steven Levitt and Stephen Dubner of Freakonomics were children. Kotlikoff even ran for president in 2012 and 2016, not because he thought he would get more votes than the major parties’ candidates but just to drive… Read More »
How To Prevent Estranged Relatives From Becoming Lost Heirs
At your first meeting, an estate planning lawyer will tell you with a smile that estate planning is about planning for life, not planning for death. As you get deeper into details, though, you will realize that estate planning is also about not leaving messes for the people you care about to clean up… Read More »
3 Inherited Assets That Are Worse Than Clutter
If there is anyone who has a reason to declare war on clutter, it is estate planning lawyers. When family members battle it out in probate over money or real estate that each party thinks that they are entitled to, someone gets the inheritance, and the probate lawyers get paid. When it comes to… Read More »
Lady Bird Deeds And Florida Estate Planning Law
If you are financially secure enough to think about your estate plan but not so wealthy that you are part of the one percent, your home is probably the most valuable thing you own. No one wants their family to have to go through an expensive and stressful probate process, so a big part… Read More »
4 Things You Should Ditch When You Retire
If you are planning to retire in the next few years, you may have visited a financial planner, and if you did, the financial planner probably tried to sell you all kinds of financial products. A little voice in your head probably told you that you don’t need any of the things the financial… Read More »
Preparing Your Bedroom For Aging In Place
Downsizing your house for retirement is not for everyone. Some people dream of ditching the McMansion where they raised their children and from which they commuted to toil in corporate America and moving into a tiny house in a senior living community where egrets pass by every morning to feast on worms in the… Read More »
Estate Planning For Newlyweds
According to Yahoo Finance, only 52 percent of adults have a life insurance policy, and only 46 percent have a will. This might be unsurprising, given that few of us have a net worth large enough to fight over in probate. It is more surprising, however, when we consider that the COVID-19 pandemic has… Read More »