Blog

How To Ensure a Substance Abuse Trusts Works

  • September 30, 2019

Many families today are turning to using trusts to protect their children who cannot manage their lives or inheritances, due to a substance abuse problem. Naming the right person to serve as a trustee, is a vital part of setting…

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Break The Taboos Around Death and Discuss Your Wishes

  • September 27, 2019

Some families don’t talk about money, while others don’t talk about death. Smart families talk about both, because they recognize that there is a business component of their lives that needs to be addressed. Widely regarded as one of the…

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FLORIDA’S NEW ELECTRONIC WILLS ACT

  • September 25, 2019

Florida passed the Electronic Documents Act (HB 409), which was signed into law by Gov. DeSantis on June 7, 2019. The law will take effect on January 1, 2020. Wasn’t this vetoed in 2017? In 2017, the Florida legislature passed…

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End Of Life Planning

How to Ensure Quality in End of Life Planning

  • September 23, 2019

We lawyers prepare powers-of-attorney documents so that when our clients can no longer act for themselves, the documents will convey on other trusted people the authority to act on our clients’ behalf. But when it comes to actually using those…

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New Parents Need an Estate Plan to Protect Young Families

  • September 23, 2019

It is better to have a plan in place for the unimaginable, than to leave a family without guidance and protection. Experienced parents smile at memories of how tiny babies, especially first-borns, completely turn households upside down. Welcoming a new…

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Some Medicare Premiums Reflecting IRMAA Surcharge

  • September 20, 2019

The increase may only be temporary for some, but others are seeing big changes in their Medicare bills. Plan ahead for this additional cost. Have you started seeing a separate invoice from Medicare, in addition to the deductions taken from…

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Why Everyone Needs a Will

  • September 18, 2019

Your net worth has very little to do with why you need a will. Everyone needs a will and an estate plan. The will does more than give you a chance to distribute your property as you see fit. Having…

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Trust

Exploring the Need for a Trust

  • September 16, 2019

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…

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How Does Portability Work?

  • September 16, 2019

Transferring wealth from one generation, while paying the least amount in taxes, is the goal of estate plans where families have significant wealth, as well as regular people. In the past, this required complex tax planning and trust structures. In…

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