My Blogs

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ESTATE PLANNING IN MIAMI BEACH, FLORIDA, MY HUSBAND AND I GOT DIVORCED, DO WE REVOKE OUR TRUSTS?

When a couple gets divorced, the best thing to do is to amend each separate trust. For example, A and B do an estate plan while married with separate assets leaving everything to each other and then to their children ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, ARE YOU MARRIED WITH SEPARATE ASSETS?

I received a call where a couple was legally married for twenty years with two homes, and various investments and no estate planning was done. None. Not even a will. No trust. Nothing. Now the grieving wife of 20 years ...

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 ...