My Blogs

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ESTATE PLANNING IN MIAMI BEACH, WE ARE MARRIED, DO WE BOTH NEED A TRUST?

Why would one spouse do estate planning and not the other? Two estate plans are best, one for each of you, whether you are a married couple or a couple living together. This way, when one passes, the other has ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, PROBATE NIGHTMARE PART 4

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. We discussed the sad story of two probates and the delays ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, NOW OR LATER?

I received a phone call from a potential client with real estate in three states, a 10 -year -old son, two older children that they want to put in charge, and many millions in assets. They have been putting off ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, WHAT IS THE PROCESS?

I received a lengthy email from a potential client asking some good questions. So good, I thought to share them with all of you. My goal is to give my clients peace of mind and a great estate plan. This ...

ESTATE PLANNING IN MIAMI BEACH, FLORIDA, PROBATE NIGHTMARE PART 3

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. This nightmare still continues a year and a half later. The ...

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, ...

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