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…

Coronavirus (COVID-19) Update

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…

Medical Advanced Directives – What are they; Why does EVERYONE need them; and Things to consider.

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…

An Amazing Three Years

About three years ago, I made one of the biggest decisions of my life. With a five-month old in tow, in the middle of complete house remodel, and an empty client list, I decided to open my own practice… and it was one of the best choices I have ever made. Not only did it…

When Should You Revise Your Will?

Congratulations!! You’ve prepared yourself and your family for the future. Creating a Last Will and Testament (preferably in conjunction with a Revocable Trust and Advanced Directives) is a huge accomplishment. But even if you already have an estate plan, you’ll want to examine these documents periodically to make sure they continue to reflect your wishes.…

Is there a new addition to your family?

Ahhh, that fresh newborn baby smell. There’s nothing like it in the whole world. It makes you forget the sleepless nights, the thousandth diaper you’ve changed today, the crying that rattled your heart as you attempted to inhale that plate of food you called “lunch.” In the midst of caring for your newborn or young…