I’ve received quite a few phone calls throughout the last month asking if a Will or Trust they’ve downloaded off the internet (or intend to download) will suffice, and my best answer is: “How would I know?” No two trusts or wills are the same, and the validity and effectiveness of the legal documents you…
The usual estate planning process goes something like this: You call, make an appointment, sit down with the attorney for about an hour to discuss the details, and then wait for the documents to be drafted (in our office it’s usually no more than 2-3 weeks), and then you come back to review the documents…
Dear Clients, Colleagues, Family and Friends, In light of new information regarding the coronavirus (COVID-19), statewide and nationwide prevention efforts, and the developments that continue to take place across the country, Irama Valdes, P.A. will be taking measures to protect the health of our clients and staff. As of today, we are asking all clients…
TRANSCRIPT (more or less): Whenever I’m asked why I do what I do, one person comes to mind: My grandmother. Today is the 11th anniversary of her passing and it feels like just yesterday I was watching her mind deteriorate due to Alzheimer’s disease. Until you have experienced a close family member or friend…
A medical advance directive (i.e. Healthcare Surrogate) is a witnessed written statement made by a competent adult, which names a person to make healthcare-related decisions for the adult during a moment of incapacity. A related document, the Living Will, which is a type of advanced directive, gives instructions or expresses that individual’s desires concerning any…
GUEST ARTICLE BY: SARA BAILEY Providing for your child is one thing, but being able to support them financially and emotionally is an entirely different duty that requires a healthy work-life balance. With the rising cost of living impacting all aspects of our lives, finding a happy medium is difficult. What if you could…
In the days of Google searches, I don’t know why I am still surprised when a potential client asks: “Can we proceed with a Summary Administration?” Still, as I’m sure my medical doctors experience when I arrive listing symptoms and my incorrect conclusion of what I believe my ailment to be, there’s more to summary…
This month, I sat with Fady Maghak and Victor Fernandez of the AM WEALTH MANAGEMENT GROUP of Janney Montgomery Scott LLC, two outstanding individuals who offer a high level of attention both to financial portfolios and to clients. How did you get started in this business? Our team, The AM Wealth Management Group of…
When you think hurricanes, you think Estate Planning, right? Oh wait, I guess that’s just me. Hurricanes bring about destruction, loss of power, short supply, and, well, I can’t help but compare this to a heavily litigated Probate or Guardianship case. When an estate that does not have an effective plan falls into Probate, or…
How did you get started in this business? Some would call it chance, however over time I’ve come to find that may have just been pure luck. I was introduced to a recruiter while in search of a job position in an office environment. I was well presented, and eager to start in a new…
