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  • Constitutional Law
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Elder Law

Don’t Lose Your Original Will!

In Florida, photocopies of your Revocable Living Trust, Durable Power of Attorney, Designation of Health Care Surrogate, and Living Will are as legally effective and valid as your original, “wet ink” document. But it’s a different story with your Last Will and Testament. First, Florida …

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Why a Will is Needed
Elder Law

Why Do I Need a Will if I Have a Trust?

In this video, Cindy answers why a Will is needed even if you have a revocable living trust. Other articles/videos you may find interesting: Using a Standby Minors’ Trust To Probate or Not to Probate? Ready to make sure everything’s in order for your loved …

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Estate Planning

Estate Planning Horror Stories

Just in time for Halloween, I thought I’d share a couple of real life estate planning horror stories. These are true stories about real people – the names and some minor details have been changed to protect their privacy. Too little, too late. One Monday …

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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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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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