Category

ESTATE PLANNING IN MIAMI BEACH,FL-WHY IS FUNDING MY TRUST SO IMPORTANT?

Funding your trust is so important. If your estate planning attorney created an irrevocable trust, it must be funded to ...

DO YOU WANT TO BE LIKE ARETHA FRANKLIN? DO YOU WANT TO DO ESTATE PLANNING IN MIAMI BEACH, FL AND PROTECT YOUR LOVED ONES?

The “Queen of Soul” and one of my mother’s favorite musicians, most famous for her song “Respect”, died nearly three ...

MIAMI PROBATE COURT- WHAT ASSETS DID OUR LOVED ONE LEAVE BEHIND?

I received a few calls recently on the same topic and thought I should address it here. Relatives and loved ...

WHAT DO PRENUPS HAVE TO WITH ESTATE PLANNING IN MIAMI BEACH, FL?

ESTATE PLANNING IN MIAMI BEACH AND PRE-NUPS I received a call from a married couple wanting to do estate planning ...

DO I NEED ESTATE TAX PLANNING IN MIAMI BEACH, FL? WHAT ARE MY OPTIONS?

I recently got a call from a 49 -year -old unmarried man about to have a child who recently relocated ...

ESTATE PLANNING IN MIAMI BEACH, FL -RESISTANCE PART 2

I was called to write this on behalf of the children and loved ones left behind. A young single mother ...

WHAT IS YOUR RESISTANCE TO ESTATE PLANNING IN MIAMI BEACH, FL AND HOW CAN YOU MOVE PAST IT?

I received a call from a man who recently moved here from California and wanted me to do his estate ...

DO WE NEED TRUSTS IF EVERYTHING WE HAVE IS IN JOINT NAME?

I received a call from a couple who have been married for over sixty years and own all of their ...

DID YOU MOVE TO FLORIDA FROM ANOTHER STATE? DID YOU MOVE FROM CALFORNIA, NEW YORK, OR NEW JERSEY?

I received a call last week where a California resident left his 2 million-dollar home in California to a renter ...

ESTATE PLANNING IN MIAMI BEACH,FL-PROTECTING YOUR ASSETS AND LOVED ONES

WHY PAYABLE -ON -DEATH BANK ACCOUNTS(POD) MAY NOT WORK BEST? WHAT CAN BE DONE INSTEAD TO PROTECT MYSELF AND MY ...