Estate planning is of critical importance to all Floridians. While research continues to show us that many individuals mistakenly choose not to plan ahead, we often find that this comes from a lack of understanding. Often, potential clients share with us a number of reasons why planning remains unimportant. From “I don’t have enough assets to...
Florida enjoys a reputation as a choice retirement destination. This is due largely to our climate and amenities for older Americans. In truth, our beaches, attractions, and the lack of state income tax make it an attractive place for younger Americans, too. In any case, there are certain steps associated with becoming a Florida resident that...
When you first made your estate plan you likely made it a priority to describe how you wanted your children to be taken care of if something happened to you. You likely referred to someone that would take in your child and care for him or her as you would. You may have written down one...
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was signed into law. Congress passed the legislation with the stated goal of helping Americans accumulate more assets for retirement. Accordingly, lawmakers expanded access to “tax-advantaged” retirement accounts, such as 401(k)s and Individual Retirement Accounts (IRAs), among other things....
Did you know that studies continue to share that the majority of Americans today do not have any estate planning? This means they have not created the lifetime documents, as well as the estate planning tools, that can ensure they are protected against uncertainty in their future. All too often in our office, we meet with...
Thanks to the internet, handling your own legal matters may seem easier than ever before. The information and forms needed to create a will, trusts, healthcare directives, and more, are all readily available online. Accordingly, many people believe that using these resources is a simple, affordable alternative to hiring a lawyer. What they often do not...
Do you ever find that as a person who does not have children that you are often inundated with questions surrounding your future? Questions such as: Do you plan to adopt? Will you be a foster parent? If you do not have kids, who will take care of you as you age? Without children, who will...
America was recently shocked when beloved basketball star and father, Kobe Bryant, was killed in a fiery helicopter crash. Bryant was not alone in this horrific accident. His own daughter, and seven others, were a part of this terrible event. Very little is known about his estate plan at this time. As an estate planning law...
Many of our clients have significant questions when it comes to the probate process. From whether they can avoid it and why it matters to how to find the right attorney who will ensure beneficiaries are protected. We spend much of our time answering these critical questions about the probate process in Florida. You have probably...
Did you know Congress has passed the SECURE Act? “SECURE” stands for “Setting Every Community Up for Retirement Enhancement” Act. This law, which was discussed by both the House and the Senate through much of 2019, became effective January 1, 2020. This new law has the potential to impact the estate plans of Floridians, no matter...
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