My Blogs

I received this call a while ago and am happy to report, all is well with the client and her family. Her estate planning is completely signed, the trust is funded, and her wishes fully documented. What a relief for ...

I have received so many calls on this question. The answer is no, a will is never enough.  No, a will does not protect your loved ones. With a will, your loved ones still have to hire an attorney, and wait for probate ...

In our last celebrity blog we discussed how choosing the right trustee is important. Specifically, we talked about Jimmy Buffet’s financial advisor and his wife as co-trustees, and the fighting that could have been prevented. That was between a wife ...

Celebrities teach us many lessons; some teach us what to do and some not. Jimmy Buffett, Tony Bennett, Gene Hackman, and Hulk Hogan teach us in this blog. Let’s take a closer look at these celebrity lessons so we don’t ...

My long-time client asked me this question last week, “Do I really need a 125-page irrevocable trust? My son’s attorney in another state says everyone needs one.†The truth? Most people do not need a lengthy, complicated irrevocable trust. Every family’s situation ...

Owning property in a foreign country sounds glamorous—and it is. Whether it’s a villa in Italy, a pied-à-terre in Paris, or a beachfront home in the Caribbean, real estate abroad is a dream for many Floridians. Yet, when it comes ...