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Estate Planning
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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 …
Elder Law
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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 …
Elder Law
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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 …
Estate Planning
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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 …
Elder Law
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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 …
Elder Law
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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 …
Elder Law
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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 …
Estate Planning
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The ATF Changes the Rules for Pistol Stabilizing Braces. Again.
Updated January 24, 2023 Trying to figure out where the laws and rules stand with the ATF is like playing whack-a-mole. Just when you think you’re complying with that fiefdom’s arbitrary proclamations, it changes its collective mind and now your legally purchased firearms are essentially …
Elder Law
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Help! My Bank Says I Need a Tax ID Number for My Trust!
I get calls like this far too frequently. After you sit down with your estate planning attorney and create a revocable living trust, you have to take steps to “fund” your trust – in other words, to re-title all of your non-qualified assets so they’re …
Estate Planning
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Will My Executor Have to Post a Probate Bond?
In this video, Cindy discusses whether your Personal Representative (Executor) will have to post a probate bond and how you can avoid it. Other articles/videos you may find interesting: Important Facts about your Veterans’ Burial Benefits How Do I Sell Dad’s Guns? Ready to make …
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.
