Do You and Your Family Members Know Your Legal Name?

When I was young I did not appreciate my father’s insistence on a simple and short name not easily changed into a nickname. In all “legal” documents I have always used my simple first name “Dana.” But now I realize with the Federal Patriot Act...

Are Your Beneficiary Designations Up To Date?

If you have a small life insurance policy or small IRA worth between $2,500 and $15,000, have you checked your beneficiary designation on these assets lately? One  situation I see in my practice after the death of a client is the family’s discovery of an insurance...

New Florida Health Care Surrogate Law

The Florida Legislature has updated Florida’s Health Care Surrogate law effective October 1, 2015.  The new format states that the health care surrogate’s authority becomes effective when your Primary Physician determines that you are unable to make your own health...