With higher life expectancies, multigenerational families, or families composed of three or more generations, may become the new norm. When it comes to estate planning, how do you contemplate the different needs of a multigenerational family?  In a multigenerational family it may be important, and difficult, to remember to put yourself first. As the head of...
The U.S. is posed for a change in presidents. Does a new administration, however, mean that you need a new estate plan? With different presidents having such different agendas, the changes in laws on the horizon may mean that you should be mindful of keeping your estate plan as up to date as possible so that...
If you are a Florida resident, you may already enjoy some of the tax benefits of living in the state. When it comes to estate planning, however, you may still want to keep an eye on different tools that can help you minimize your tax burden and preserve your eligibility for programs that can assist you...
How do I choose an estate planning attorney near me? This is an important question that will likely require the consideration of several factors. Finding someone with specific estate planning experience can be key. You will likely want an attorney who is nearby, has experience and credentials you can count on as well as someone who...
Have you been planning to remarry? If so, it can be important to understand some key estate planning issues that may be directly impacted by remarriage. Election Against The Will - Overruling estate plans The first issue to be aware of is that Florida, unlike many other states, allows a spouse to elect against the will...
Do you know when you need to update your estate plan? It can sometimes be difficult to tell, but just like your annual physical with your doctor, it can be important to regularly meet with your estate planning attorney to discuss whether your estate plan still serves your goals. This year, there have been some major...
When drafting your will and other legal documents in your estate plan, you will undoubtedly come across the term “tangible property.” Do you know what “tangible property” refers to?  Tangible property is personal property, other than cash, that you can touch. Such property includes household items like furniture and appliances, personal items like clothing and jewelry,...
If you have a loved one with special needs, you may be used to working with private physicians and schools or educational and medical institutions to ensure that they receive the care they need. When it comes to special needs estate planning, it can be important to consider creating a special needs trust that can be...
Family caregivers often devote a great deal of their lives to caring for an elderly loved one, whether that be a parent, grandparent, or other relative. In the day to day of providing hands-on care, however, have you thought about how it can be easy to lose sight of things like estate planning? Estate planning, despite...
Florida has many advantages over other states: warm winter weather, beautiful beaches, and favorable tax policies, to name a few. In fact, did you know that Florida is one of only eight states with no state income tax or estate tax? This makes the Sunshine State ideal for older adults and estate planning. Winter snowbirds and...