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  • Constitutional Law
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Probate Alternatives
Estate Planning

Alternatives to Probate for Very Small Estates

In this video, Cindy discusses options to formal probate that Florida allows when someone dies leaving a very small amount of assets in his or her name. One of these options is called Disposition Without Administration.   Other articles/videos you may find interesting: The Importance …

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Elder Law

Refinancing a Home Held in Your Living Trust

Many homeowners receive an unpleasant shock when they attempt to refinance their home that’s held in the name of their revocable living trust – and sometimes it happens just before the scheduled closing! They’re told that the company won’t refinance a home that’s held in …

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Estate Planning

New Confiscatory Tax Laws in Congress May Affect You

There’s a bill coming before the House that, if passed as written, will reduce the current estate tax exemption amount from $11,700,000 per person to $5,000,000 per person (adjusted for inflation). If the fair market value of your assets is in the $5 million ballpark …

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Elder Law

What’s the Difference Between a Living Will and a Will?

I often get calls from people who tell me they need a Living Will. But when I ask them a few more questions, I know they actually mean they need a Last Will and Testament. So, what’s the difference? A Will (or Last Will and …

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Think about the what if
Estate Planning

Think About the “What If…”

In this video, Cindy discusses why it’s important to make sure you’ve thought through some of your estate planning decisions. Sometimes what seems like the simplest “solution” isn’t a solution at all. Other articles/videos you may find interesting: “Protecting” Assets Means Giving Them Away Guns …

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Estate Planning

So You’re Named as a Beneficiary. Now What?

I’m as guilty as any other estate planning attorney when it comes to telling clients with very small, simple estates and whose only goal is to avoid probate to “just name your child as the beneficiary on everything. When you die, he just needs to …

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Estate Planning

Proactively Planning for Long-Term Care

No one wants to think about needing long-term care. But, as we’re living longer and longer, the chance that we’ll need it becomes greater and greater. There are things that can be done long before the care is needed, and, as in most things in …

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The Importance of Using Legal Names
Estate Planning

The Importance of Legal Names

In this video, Cindy discusses why it’s important to make sure you have the correct legal names (as well as contact information) for everyone and every organization that may be mentioned in your estate planning documents – before you meet with your attorney. Other articles/videos …

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Sensors can reduce stress for dementia patient caregivers
Elder Law

Technology to Assist Caregivers

This article caught my eye. By 2030, more than 8 million Americans are anticipated to be living with some form of dementia, and many will depend on round-the-clock in-home care. Think about that for a minute – 8 million people needing care due to dementia. …

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joint account
Elder Law

Joint Account Warning … Again

In this video, Cindy discusses … again … why joint ownership on bank accounts, investment accounts, real estate, etc., are generally not a good idea and should never be done merely for “convenience”. Other articles/videos you may find interesting: Timeshares: The Inheritance No One Wants …

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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.

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