Estate Planning

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Estate Planning After Marriage Equality: What All Couples Should Know

In the wake of the Supreme Court’s 2015 landmark ruling in Obergefell v. Hodges, same-sex couples nationwide are finally enjoying marriage equality. Whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need to take to ensure your wishes are honored in the event [...]

By | February 6th, 2018|Estate Planning, Legal Strategy, Wills & Trusts|0 Comments

Pet Trusts: Creating a Legacy for the Four-Legged Children

Since my youngest child learned how to independently use the rest room, my oldest child has been pestering me non-stop to get the family a dog. My darling tweener, in her most sarcastic and whiny tone (parents especially know how this hits shrill level 10), she reminds me “you promised.” Well, I confess, I did [...]

By | December 20th, 2017|Estate Planning, Wills & Trusts|0 Comments

Mistake Avoidance 101: Failing to Fund your Trust

And now, a short story that is more truth than fiction, you became a hero to your family when you created an estate plan. You took home a binder full of signed documents, put it in a safe place and forgot about it. Weeks, maybe months later, you vaguely remember that your lawyer mentioned something [...]

By | November 30th, 2017|Estate Planning, Finances, Legal Strategy, Wills & Trusts|0 Comments

Estate Planning for Parents with Children on the Spectrum

Planning for the future of your children Parenting involves much planning. The simplicity of making your own plan, or one for you and your spouse or significant other, disappears when kids come into picture. Parents quickly realize that their role is more of logistician for the children than anything else. Indeed, when my children were [...]

By | October 18th, 2017|Estate Planning|0 Comments

Planning is Key to Survival

Why now is the best time to implement your hurricane plan Planning for a natural disaster is never easy. In South Florida we usually get notice of an impending hurricane. Unlike the earthquakes of the West Coast and the tornados in the Midwest, hurricanes are tracked from the time they form. With proper planning, some [...]

By | October 9th, 2017|Estate Planning|0 Comments

How Legal Planning Helps Build a Strong Blended Family

In our house, we always refer to ourselves as a modern family. We joke that the post office must get confused because we have three last names in the house. No, we have not taken in renters. We are a blended family. When I married my lovely wife, I was immediately blessed with step-fatherhood because [...]

By | October 4th, 2017|Estate Planning, Legal Strategy|0 Comments

Commit to Your Estate Plan Before Committing to a Trip Away

“What are you doing for the summer?” This is one of the most popular questions being asked here in South Florida now that school is about over. Trips to camps, cruises, cooler climates, and almost anywhere else away from the heat and humidity are the discussions around the dinner tables. Still, tourists flood our airports [...]

By | June 7th, 2017|Estate Planning|0 Comments