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remote estate planning florida

Coronavirus, estate planning, and small business

If you’re like many people, you may not have your estate planning documents in order yet. Last week, I was interviewed for an article Super Lawyers did about the Covid-19 crisis, and the biggest piece of advice I shared with their audience is not to panic, but to get it done. Your Caring Law Firm

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estate planning when you're expecting

Estate Planning for Expecting Parents

If the stork is on his way, add estate planning to your list of things to do as expectant parents. It may not be as fun as picking out nursery colors or planning the baby shower, but it’s much more important! Estate and financial plans updated for a little one on the way will include:

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teps for the personal representative

Steps for the Personal Representative

It can be overwhelming when a loved one passes away. The following steps are written as a guide for the next of kin or personal representative of the decedent. Although they are ordered, many of these tasks can be undertaken at the same time. For example, the first steps in administrative tasks can be taken

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The Neighbor is Herding Your Cats

What happens without a will or trust for your pets, or plans for them? I was on vacation a little while ago when I received a call from Orange County Animal Services, notifying me that I had come into possession of four cats. I like cats. But I’m allergic to them. And after that thought,

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A Will or Trust? It’s Not About the Size of Your Estate

When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a trust. This is a common misconception, that a trust requires a vast estate. Perhaps we owe that to the word “trust” conjuring up visions of large philanthropic organizations that operate

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Effect of Divorce on Your Will, Trust, and Beneficiary Forms

Are you going through a divorce, or have gone through one recently? If you’ve ever had the passing thought that your ex-spouse is still named in your will or trust, and cringed, thinking that you have to get that changed before you accidentally hand over your accounts to someone whom you don’t even want to

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