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...

Estate Planning Implications of Same-Sex Marriage

The United States Supreme Court ruled in June, 2015, that any ban on same-sex marriage is unconstitutional, and as such shifted the landscape of estate planning for same-sex couples.  A same-sex couple that is now legally married, i.e., pursuant to a properly issued...

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...

Health Care Surrogate Law Update

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...