Blogs & Articles

If You Own Out of State Property, Establish a Trust

If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of a will. Why is that? First, consider that probate is unavoidable with a will. Many of my clients arrive at my office assuming that probate is only for those that

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Stranger Things from Beyond the Courthouse

Recent surveys from show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those documents in place. (All names in the following case examples have been changed.) Elizabeth Always Had a Plan Elizabeth’s son, Steve, came to us in when his mother was becoming

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Preparing for the Next Hurricane Irma

Houston under water.  Puerto Rico destroyed. Central Florida battered.  Natural disasters such as Hurricane Irma can be a sobering experience. Many clients and friends walked away from their Florida homes, prepared to lose everything. Most of us in Central Florida were very lucky and have our power back. The grocery store aisles are almost full

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The Florida Electronic Wills Act

It’s wonderful to live in the 21st century, where Amazon orders often arrive less than 24 hours after being placed, even on Sundays. Movies are on demand, and the internet allows us to manage banking and all else without ever needing to leave the house. And when I do leave the house, I wonder how

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Celebrate Mom by Talking with Her about Her Future!

Celebrate Mom by Talking with Her about Her Future

Mother’s Day is approaching.  How are you planning to celebrate Mom this year? Flowers always are a safe bet. Perhaps you and your siblings could create a photo album enjoying years of gatherings.  Maybe you could take your whole family out to brunch, or have a spa day with her. Best yet, offer Mom the

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Five Clues That it’s Time to Update Your Estate Plan

Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides a sense of peace, satisfaction, and even pride. For others, the experience may be daunting as they come face-to-face with their own sense of mortality. In either situation, once the

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Your Funeral Wishes – Your Way

You may already have estate planning documents to ensure that your worldly possessions are passed on in a manner consistent with your values and traditions. But have you thought about planning ahead to spare your loved ones from the painful task of making decisions regarding your funeral arrangements – while they are grieving? Do you

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6-Step Estate Planning Checklist

As we enter the final quarter of 2016, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year.  To facilitate that process, we have prioritized a checklist summarizing what we consider to be “Six Very Important Action

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