Blogs & Articles

Estate Planning for Newlyweds

The June Wedding was Spectacular and the Newlyweds Are Back. So What’s Estate Planning Got to Do with It? Estate planning for newlyweds should begin immediately following the honeymoon.The summer wedding season has begun! It’s always so exciting to witness two people falling in love and planning romantic destination weddings. Seeing a happy couple pledge

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National Healthcare Decisions Day – A Platform to Have the Conversation

Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making. Did you know that tomorrow is April 16th — National Healthcare Decisions Day?  Those of us who offer legal counsel, advisory services, or healthcare related services are particularly mindful

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Leaving a Legacy: What’s “Blue Bloods” Got To Do With It?

Leaving a legacy may mean passing down one’s wealth to beneficiaries and loved ones or preserving for future generations the family’s traditions, values, and journeys. Leaving a legacy is not about material things. It’s preserving family traditions and values for future generations. It always amazes me that watching a few hours of TV can stimulate

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Estate Planning For Unmarried Couples

Celebrity Phillip Seymour Hoffman’s death shows us the obstacles that unmarried couples face according to Florida law. How do you take care of your loved ones if the law says they have no rights? Unexpected Death and the Lack of an Estate Plan If you died and are unmarried, who would plan your funeral? What

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Estate Planning Goals

It feels like just yesterday I was taking down the Christmas tree and preparing for another great year. The winter chill is gone and somehow it is already August. How are we ending summer already? The end of the year will be here before we know it. Don’t wait until the last minute or the

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Protecting Your Florida Homestead

Florida homestead is a wonderful thing. When you invest in your home, you’re investing in what is most likely the largest purchase of your life. You’ll want to protect this asset from creditors. Guess what? Florida homestead offers great creditor protection. As with anything, there are of course problems that can arise. If your estate

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Choosing the Right Trustee

Revocable living trusts are wonderful because of the flexibility they allow in managing your assets and providing for continued management in the event of disability. Most people choose to be trustees of their own revocable living trust during their lifetimes, but a critical choice facing those making trusts is who to select to manage things

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