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Elder Law
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A Health Care Surrogate’s Powers
Many people don’t really understand how a Florida Designation of Health Care Surrogate document works, so I thought I’d try to explain. First, what we in Florida call a Designation of Health Care Surrogate, many other states call a Health Care Power of Attorney. It’s …
Elder Law
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Naming a Child as Successor Trustee?
So, you’re creating or changing a revocable living trust, and you tell your estate planning attorney that you wish to name your child as Successor Trustee. Your Successor Trustee is the person who will step in to handle your trust assets when you become incapacitated …
Elder Law
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Financial Advisors Try to Prevent Financial Exploitation
One in five older Americans falls prey to financial exploitation each year. Banks and financial advisers are now stepping up front-line defenses.
Elder Law
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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.
Elder Law
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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.
Estate Planning
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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.
Estate Planning
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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 …
Probate
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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.
Estate Planning
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Review and Update Your Beneficiary Designations
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
Estate Planning
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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 …
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.
