My Blogs
ESTATE PLANNING AND TRUSTS- HOW CAN I PREVENT PROBATE COURT INVOLVEMENT?
ESTATE PLANNING AND TRUSTS-HOW CAN I PREVENT PROBATE COURT INVOLVEMENT? As a probate, trust, and estate planning attorney, I get many calls relating to these matters. Some of them are troubling as the situation could have been prevented with proper ...
HOW IS ESTATE PLANNING AFFECTED BY DIVORCE?
HOW IS ESTATE PLANNING AFFECTED BY DIVORCE? A divorce causes radical changes in a person’s life both personally and financially. In most cases, all beneficiary designations must be changed. For example, bank accounts, insurance policies, life insurance, retirement investments, and ...
WHAT DO HURRICANES AND ESTATE PLANNING HAVE IN COMMON?
WHAT DO HURRICANES AND ESTATE PLANNING HAVE IN COMMON? Hurricane Irma blew through our state causing mass destruction and power outages throughout the state of Florida. Many people are left suffering even though Irma is gone and new hurricanes are ...
HOW CAN I LEAVE A LEGACY THAT MAKES ME PROUD?
HOW CAN I LEAVE A LEGACY THAT MAKES ME PROUD? I attended another great funeral today. The man was 90 and lived a long life. He came from modest means and created a successful family office with many prosperous divisions. ...
ESTATE PLANNING VS. PROBATE
What are the fees for estate planning? Are green card residents treated the same as citizens for death tax purposes? How is this different than the tax treatment of foreigners? Do I avoid probate with an unfunded trust? Estate planning ...
I KNOW I WANT A REVOCABLE TRUST, WHO SHOULD I NAME AS MY TRUSTEE IN FLORIDA?
PROBATE, REVOCABLE TRUSTS, AND ESTATE PLANNING IN MIAMI BEACH As a Miami-Dade County Probate, Trust, and Estate Planning Attorney, I wanted to explain how to choose your personal representative, health care surrogate, power of attorney, personal representative/executor and trustee. I ...