Reviewed by Mike Jorgensen, Esq. Having an out-of-date Florida estate plan may sometimes be worse than not having one at all. If your old plan designates others that you do not want making decisions, it may be worse than not having one at all. The best practice by far, however, is to have a current plan… Read more »
Estate planning tends to be a foreign concept for most people. Besides creating a last will and testament and placing funds into a trust, many of us do not know all of the planning options available or how those options protect our assets. Without planning, your estate may end up in probate when you die. A… Read more »
Reviewed by Mike Jorgensen, Esq. As a Florida senior, what are your estate goals for yourself and your loved ones? Many of the more experienced citizens share with our elder law attorneys that they have two goals. First, they want to make sure they protect themselves in the event of sudden incapacity. Second, they want… Read more »
Reviewed by Mike Jorgensen, Esq. There are less than two weeks left before the April 15th tax filing deadline. While you are no doubt busy compiling the information and documents you need to file, as a senior, are you aware that taxes and estate planning often tie into one another? Many seniors may already have… Read more »
Reviewed by Mike Jorgensen, Esq. We know it can be difficult to think about who will handle your affairs in the event you become unable to do so yourself. Have you ever considered, however, how stressful it would be for your loved ones to make important medical or legal decisions on your behalf with no specific… Read more »
Reviewed by Mike Jorgensen, Esq. When was the last time you updated the documents in your Florida estate plan? Does your current planning reflect your important health care decisions and wishes? For example, in addition to your living will, are your medical care wishes detailed in the event of a serious accident or terminal illness?… Read more »
Written by Erica R. Berger-Hausthor, Esq. Reviewed by Matt Rheingans, Esq. A what kind of deed? A subtrust for whom? A specific devise of what now? Are you confused by what your lawyer is saying? As lawyers, sometimes we forget that we are trained to read and speak a different language. By the end of an… Read more »
Written by Erica R. Berger-Hausthor, Esq.Reviewed by Carolyn Landon, Esq. Moving to a new state is a lot of work. Selling your home, packing, finding a new home, hiring a moving company, getting cars to a new state, finding new schools, new friends, a job. Moving is stressful and by the time you get settled… Read more »
Written by Shannon Miller, Esq.Reviewed by Kellen Bryant, Esq. Estate planning and advance directives can be difficult topics for our aging parents. Eileen’s story will outline how to get the conversation started. Eileen contacted me to discuss concerns about her aging parent’s estate plan. She had no idea what her parent’s assets were, how the… Read more »
