My Blogs

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WHAT IS YOUR RESISTANCE TO ESTATE PLANNING IN MIAMI BEACH, FL AND HOW CAN YOU MOVE PAST IT?

I received a call from a man who recently moved here from California and wanted me to do his estate planning in Miami Beach, FL as he has lived here for years. He was told by his CPA to get ...

DO WE NEED TRUSTS IF EVERYTHING WE HAVE IS IN JOINT NAME?

I received a call from a couple who have been married for over sixty years and own all of their assets in joint name. If a couple owns everything in joint name, the assets can remain in joint name until ...

DID YOU MOVE TO FLORIDA FROM ANOTHER STATE? DID YOU MOVE FROM CALFORNIA, NEW YORK, OR NEW JERSEY?

I received a call last week where a California resident left his 2 million-dollar home in California to a renter and bought a $500,000.00 condo apartment here on Miami Beach. He wanted an Estate Planning Miami Beach Attorney to assist ...

ESTATE PLANNING IN MIAMI BEACH,FL-PROTECTING YOUR ASSETS AND LOVED ONES

WHY PAYABLE -ON -DEATH BANK ACCOUNTS(POD) MAY NOT WORK BEST? WHAT CAN BE DONE INSTEAD TO PROTECT MYSELF AND MY LOVED ONES? POD is a payable-on -death account and is the abbreviation that banks and investment companies use for the ...

MY DAD IS IN A COVID COMA, CAN WE SELL HIS HOUSE?

MY DAD IS IN A COVID COMA, CAN WE SELL HIS HOUSE? A close friend and real estate attorney called today to ask me this question. Her clients, the adult children, called to ask if they could sell their father’s ...

DO SPOUSES AUTOMATICALLY INHERIT? DO SPOUSES HAVE TO GO TO PROBATE COURT IN MIAMI-DADE COUNTY OR BROWARD COUNTY?

I received a call from Mark. He said his husband had passed away yet had not joined the bank accounts, nor named a paid-on-death beneficiary. Thus, he needed to go through probate. He assumed that since he was legally married ...