My Blogs

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ESTATE PLANNING, MIAMI BEACH, FL, WHERE DO I START?

The first step to estate planning is calling an experienced estate planning attorney in Miami Beach, Florida and making that first appointment. This is the hardest part for most people. Once you make the appointment and put yourself first, you ...

ESTATE PLANNING, MIAMI BEACH, FL, WHAT IS INEFFECTIVE PLANNING?

Ineffective planning, planning that does not work, is done all the time. In this blog I will review ways to prevent ineffective planning by showing you some examples of botched, confusing, or ineffective estate planning. Ineffective planning leads to Miami-Dade ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA -WHEN DO I NEED A REVOCABLE TRUST?

A revocable trust is a document that appoints a successor trustee to manage and distribute assets to beneficiaries after the owner’s death according to the owner’s wishes. It can be changed at any time or many times. A revocable trust ...

ESTATE PLANNING IN MIAMI BEACH, FL, AND MY REAL ESTATE?

Depending on how your assets are titled, your property will transfer differently upon your death. There are three kinds of joint ownership in Florida as explained below.  A fourth option, also explained below, is to avoid probate court by hiring an ...

ESTATE PLANNING IN MIAMI BEACH, FL AND THOSE THAT NEEED IT MOST

I receive many calls from parents of minor children, booming business owners, and those with aging parents. For this blog, I will be discussing those individuals who need estate planning the most in Miami Beach, FL. If you see your ...

ESTATE PLANNING IN MIAMI BEACH, FL -DEFINING ROLES-TRUSTEE, PERSONAL REPRESENTATIVE, GUARDIAN OF MINOR CHILDREN, POA, and  HEALTH CARE SURROGATE

I received a call from a Miami Beach, FL resident looking for an estate planning attorney to assist him in his role as the successor trustee of his parent’s trusts. He wanted to know the meaning of being his parent’s ...