My Blogs

bigger-pen-image-copy-1

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, CAN WE TALK ABOUT TAXES?

Florida is the best state for death and taxes, the two guarantees in life. Florida has no state death tax, also known as a state estate tax. Another benefit is Florida has no state income tax. And a third benefit, ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, WHAT DO YOU NEED TO KNOW?

To begin estate planning you need to know who you want to put in charge of your finances, health care, and even children or pets if you are deceased or unable to care for them. If you are single, all ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, NEW YEAR NEW YOU!

The beginning of the year is a big time for resolutions. I am at the top of my January client list as something they have been wanting to check of their list. What are your new year resolutions? Are they ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, HOW DO I UPDATE MY ESTATE PLANNING DOCUMENTS?

I received a client email stating a few changes in her estate plan. For example, she wished to change the successor trustee, health care surrogate, and the successor guardian for her young children. She thought she could do this by ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, PROBATE NIGHTMARE PART 2

In a past Blog, I wrote about a sweet married couple on their second marriage with separate assets. The husband had no children and left everything to his wife. What could possibly go wrong?  WHAT COULD POSSIBLY GO WRONG IN ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, MY PARTNER AND I BOTH OWN REAL ESTATE, ARE WILLS GOOD ENOUGH?

I receive calls on this topic all the time. A couple is together, yet not legally married, how do they protect themselves and each other? Wills are not enough. A trust is a must if you have real estate and ...

LATEST BLOGS