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All
- All
- Constitutional Law
- Elder Law
- Estate Planning
- Financial Planning
- Firearms Law
- Lifestyle
- News
- Pet and Animal Law
- Probate
- Tax Planning
- Trust Administration
- Veterans
Estate Planning
If You Like Your Estate Planning Docs, You Can Keep Them
In this video, Cindy discusses differences between online estate planning documents and ones drafted by lawyers. You always have the option to keep what you have. Other articles/videos you may find interesting: Funding, Funding, Funding Being a Successor Trustee or Personal Representative is Your JOB ...
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Elder Law
How Can Mom Stop Someone From Contesting Her Trust or Will?
Short answer: In Florida, she can’t. There’s absolutely no way to prevent someone from contesting a Will or Trust in Florida. In fact, our laws state that provisions in those documents (called Contest, or No Contest, provisions) that say that if the document is contested, that ...
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Elder Law
Taking Charge: The Importance of a Power of Attorney for Aging Parents
Imagine the scenario: your aging parent, who has been living independently and handling their affairs, suddenly experiences a minor stroke, leaving them unable to manage their financial and legal matters. As you step in to help, you realize that obtaining crucial information and gaining legal ...
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Estate Planning
Revocable Vs. Irrevocable Trusts
In this video, Cindy discusses the differences between revocable and irrevocable trusts. Other articles/videos you may find interesting: What If I Die with Assets Outside the U.S.? Don’t Wait Until It’s Too Late Ready to make sure everything’s in order for your loved ones in ...
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Elder Law
Title Lock Companies – Pros and Cons
If you’re a homeowner, you’ve probably heard of title lock companies. These companies offer services that claim to protect your home from fraudsters who may attempt to steal your property by illegally transferring its title. While the idea of having protection against title fraud can ...
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Elder Law
My Dad’s Bank Won’t Accept my Durable Power of Attorney
I don’t know what’s changed – other than banks hiring poorly trained employees during and post-COVID – but I’ve been getting more and more calls about this in the past several months. And, I’m honestly at a loss when people call me – I personally ...
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Estate Planning
Funding, Funding, Funding
In this video, Cindy discusses the importance of funding your trust if you want to avoid probate. Other articles/videos you may find interesting: The Importance of Obtaining Date of Death Values When There’s No One You Trust to Serve Ready to make sure everything’s in ...
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Elder Law
Florida Real Estate and the Death of a Spouse
In this video, Cindy discusses the importance of recording certain documents in the county public records after the death of a co-owner or co-trustee. Other articles/videos you may find interesting: Second Marriage? Appoint a Professional Successor Trustee What Happens to My Cars at Death? Ready ...
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Elder Law
FTC Warns About Timeshare Exit Companies
We get a lot of calls from clients wondering how to get out of a timeshare contract. There are a lot of companies out there that claim they can help. But some are pure scams. Read this article from the Federal Trade Commission (FTC) with ...
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Elder Law
Dementia and Durable Powers of Attorney
In this article, Cindy discusses the importance of contacting an estate planning attorney for an updated Durable Power of Attorney BEFORE dementia has progressed too far. Other articles/videos you may find interesting: Banking Roadblocks with Trusts Guns and Dementia: A Difficult Topic Ready to make ...
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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.