When it comes to planning for incapacity or helping a loved one manage their affairs, people often confuse Power of Attorney (POA) with Guardianship. Both serve the purpose of allowing someone else to make decisions on behalf of another, but the differences are significant—and choosing the wrong path can lead to court intervention, family conflict,…
I was recently interviewed by the South Florida Women’s Chamber of Commerce and we briefly touched upon planning for business owners. I’ve had many clients over the last 15 years of my practice that, among their personal assets, own 1 or more businesses. Many clients don’t realize that you ALSO have to plan for your…
Congratulations! You’ve taken a huge step in securing your legacy and protecting your loved ones by getting your trust done. But before you pat yourself on the back and tuck that binder away for safekeeping (I know… I’m sorry), there are a few more things you have to check off your list before I can…
Imagine this: You spend years building a legacy, carefully planning for your family’s future, and setting up a trust to provide for them. But what if, after you’re gone, your loved ones and trustees aren’t quite sure how you wanted things to play out? That’s where a Letter of Intent (LOI) comes in—a thoughtful, non-binding…
The majority of my clients come to me as pupils… not knowing what they don’t know and eager to better understand the ins and outs of planning their demise. Sounds morbid, I know, but it’s also a part of life, and honestly, part of what makes living so beautiful is knowing there will be an…
