Estate Planning and Trusts Articles

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  • All
  • Constitutional Law
  • Elder Law
  • Estate Planning
  • Financial Planning
  • Firearms Law
  • Lifestyle
  • News
  • Pet and Animal Law
  • Probate
  • Tax Planning
  • Trust Administration
  • Veterans
Elder Law

Using a Power of Attorney for a Parent

Statistics tell us that it is very likely one or both of our parents will end up in a nursing home or rehabilitation center for an extended period. If you’re like most people, you do not know a whole lot about your parent’s finances.

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Elder Law

IRS Scams: What You Need to Know

More than 2.5 million people have contacted TIGTA to report suspicious calls from people claiming to be with the IRS.

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Estate Planning

Widowed? What Happens Next?

Like many couples, Susan and Larry, who were married for 46 years, had divided the financial chores. Larry handled the investments, and Susan paid some bills. Though Ms. Alpert owned a business arranging travel incentives for large corporations, she was not prepared to manage the household’s financial affairs.

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Estate Planning

Pet Trust FAQs: For the Love of Harley

[Updated May 2020] I love when I hand someone a business card, and after scanning it briefly, she looks up with a puzzled look and asks, “Pet trusts? What’s a pet trust?” Many people have never heard of a pet trust – or they may …

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Probate

Tom Petty’s Heirs Battle Over His Estate

A legal battle between Tom Petty’s widow and his two daughters is reportedly holding back the release of the expanded version of the late-Rock and Roll Hall of Famer’s Wildflowers solo album.

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Estate Planning

Review and Update Your Beneficiary Designations

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

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Estate Planning

Medical Marijuana and Gun Laws: One Toke Over the Line

Medical marijuana and gun laws don’t play well together. Medical marijuana has been legal in Florida for a while. First we had a statute that allowed terminally ill people to use a non-smoked, low-THC form of Mary Jane. Then on November 8, 2016, Florida voters …

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Estate Planning

Why Unmarried Couples Need Estate Planning

Two very dear friends of ours have lived together, unmarried, for more than 20 years. He owns the house. Both were married before and have grown children and grandchildren.

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Estate Planning

Time to Review Your Estate Plan?

Once a person has filed their 2018 tax return, the next best goal to set and accomplish is to make or review your estate plan.

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Probate

What Happens To Mom’s House When She Dies?

The executor is responsible for finding a buyer and doing all that is necessary to get the best price possible.

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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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