Estate Planning

National Healthcare Decisions Day – A Platform to Have the Conversation

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Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making.

Did you know that tomorrow is April 16th — National Healthcare Decisions Day?  Those of us who offer legal counsel, advisory services, or healthcare related services are particularly mindful of the day’s significance.  Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers ...

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Leaving a Legacy: What’s “Blue Bloods” Got To Do With It?

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Leaving a legacy may mean passing down one’s wealth to beneficiaries and loved ones or preserving for future generations the family’s traditions, values, and journeys.

Leaving a legacy is not about material things. It’s preserving family traditions and values for future generations.
It always amazes me that watching a few hours of TV can stimulate ideas for a blog article.
While channel surfing recently, I skipped over the credit card commercial with the ...

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Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees

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Developing an estate plan is perhaps one of the noblest actions you will take to ensure the efficient transfer of your assets to future generations in a manner that affirms your values and wishes. In addition to helping your heirs avoid probate and minimize family chaos after your death, a properly drafted estate plan also prevents court control of your assets should you become mentally or physically incapacitated.

But what happens if you become incapacitated, are in need of a family ...

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Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents

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Spotting signs of incapacity and early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns.

More than 40 million Americans are expected to take to the roadways, railways and airways as they head home for the Thanksgiving holiday. Thanksgiving – one of the few occasions when multiple generations gather under one roof – is an opportune time for adult children to observe signs of incapacity or cognitive decline in aging loved ones.

My advice to ...

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Advance Directives and Your Legal Authority For Missing Family Members – What Do You Do?

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Acting as a Successor Trustee – Advance Directives and How They Affect You  

The news is full of speculation as to the whereabouts of Malaysia Airlines Flight 370.  The March 8, 2014 flight from Kuala Lumpur to Beijing disappeared.  No trace of the plane – or its 239 passengers and crew – has been found yet.

If your Aunt Miniver were on MH370, what documents would give you the legal authority to transact her affairs while she is missing?  Additionally, if she was ...

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Estate Planning For Unmarried Couples

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Celebrity Phillip Seymour Hoffman’s death shows us the obstacles that unmarried couples face according to Florida law. How do you take care of your loved ones if the law says they have no rights?

Unexpected Death and the Lack of an Estate Plan

If you died and are unmarried, who would plan your funeral? What would happen to your estate?
Take the example of Philip Seymour Hoffman who died suddenly, leaving behind three minor children and his unmarried life partner of fifteen ...

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Estate Planning Goals

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It feels like just yesterday I was taking down the Christmas tree and preparing for another great year. The winter chill is gone and somehow it is already August. How are we ending summer already?

The end of the year will be here before we know it. Don’t wait until the last minute or the busy holiday season to meet your estate planning goals. Now is the time to plan for you and your family’s future.

Here are eight estate planning goals ...

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Protecting Your Florida Homestead

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Florida homestead is a wonderful thing. When you invest in your home, you’re investing in what is most likely the largest purchase of your life. You’ll want to protect this asset from creditors. Guess what? Florida homestead offers great creditor protection.

As with anything, there are of course problems that can arise. If your estate plan does not properly address certain issues, you may run into quite an array of problems. A prime example of a very typical Florida homestead issue ...

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Choosing the Right Trustee

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Revocable living trusts are wonderful because of the flexibility they allow in managing your assets and providing for continued management in the event of disability. Most people choose to be trustees of their own revocable living trust during their lifetimes, but a critical choice facing those making trusts is who to select to manage things after they have passed away.

Many people choose family members, usually a child. In many instances this makes sense, especially if the trust is to be ...

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Fighting Over an Estate After a Death

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You probably own some items of real or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain child, grandchild, special friend, relative, or organization to have after you die.

Or perhaps you simply want to provide an orderly way for your belongings to be divided among your heirs after you’re gone. We’ve all heard stories about fighting over Grandma’s piano or fine china. The damage is sometimes so deep that siblings don’t speak to each other ...

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