Estate Planning Guide & Checklist
“Estate planning is for the wealthy.” “I don’t have any assets so is it worth it?” “I don’t want to think of those negative things.” “I don’t have money to pay a lawyer.” “I have my wishes written down on a napkin somewhere.” “My spouse knows my wishes.” “I don’t have time for that.” “My […]
We Love Teachers (Part II)!
Oh teachers… you can pretty much ask for a Rolex these days, and I think your class would cash in on their IRA’s just to get it for you. Okay… maybe I’m exaggerating a bit but if there were any year to learn to appreciate the job of a teacher, it’s 2020. As a mom […]
Why an Estate Plan Should Be A Part Of Your Hurricane Preparedness Plan (Part II)
Yay for Hurricane Month! –Said nobody ever (except maybe public adjusters and hardware stores) Last August, we went into detail as to why an estate plan should be a part of your hurricane preparedness plan. Check out the post HERE. More importantly, we discussed WHY it’s important to make sure you have your legal documents […]
What to know about Small Estates
Small estates provide loved ones with shortened probate proceedings and less costs, granted you meet certain requirements. You don’t even need an attorney! For an explanation of how small estates work, see below. 1. Do you qualify? In order to qualify to open a small estate, you must meet the following requirements: Your loved one’s […]
Moving into Assisted Living: Three Ways to Deal with the Family Home
Author: Rhonda Underhill Assisted living communities are designed to adapt to seniors’ changing care needs while offering individuals the privacy and freedom to live how they want. If you decide to make the move to assisted living, you can enjoy socialization opportunities, recreational activities, onsite medical care, and help with the various tasks of daily […]
Testamentos y fideicomisos baratos: obtendrá lo que paga
He recibido bastantes llamadas telefónicas durante el último mes preguntando si un testamento o fideicomiso que hayan descargado de Internet (o tengan la intención de descargar) será suficiente, y mi mejor respuesta es: “¿Cómo puedo saber?” No hay dos fideicomisos o testamentos iguales, y la validez y efectividad de los documentos legales que está tratando […]
Cheap Wills and Trusts – You’ll Get What You Pay For
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 […]
¿Son legales los testamentos electrónicos en Florida?
El proceso normal de planificación patrimonial es más o menos así: usted llama, hace una cita, se sienta con el abogado durante aproximadamente una hora para discutir los detalles y luego espera a que se redacten los documentos (en nuestra oficina generalmente no son más de 2 -3 semanas), y luego vuelves para revisar los […]