Nov 16, 2020 | Estate Planning
Estate plans may sound fancy or even out of reach. They are not. Estate planning is for everyone and not just the elderly or the rich. There are countless reasons you should have an estate plan and seven of the most important reasons are listed below: 1. You will rest...
Mar 23, 2020 | Coronavirus, Coronavirus and estate, Estate Planning
Thanks to technology, our firm is fully operational during the COVID-19 pandemic and has already assisted clients with the “new temporary normal” of sheltering in place. Clients concerned with travel to execute wills can be provided the wills by email for...
Dec 10, 2019 | Estate Planning
In July 2020 Floridians will be able to create “electronic wills” expressing how they wish their property to be distributed upon death, audio and videotaping the entire process. One must read several chapters of the Florida statutes dealing with Wills, Notary Publics,...
Jun 6, 2019 | Estate Planning
People of all ages need a will, because if you do not have one, the state statutes will decide which family members will receive your assets at your death and that decision should be yours Imagine you are in your late twenties, you have been happily married for five...
Nov 29, 2018 | Estate Planning
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...
May 29, 2018 | Estate Planning
Five Practical Things I’ve Learned About Social Security and Medicare: Set up an online account with Social Security and get an annual statement of your future benefits each year as soon as you start earning any income. A close friend of mine years ago had a tax...
