estate planning

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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

How (and Why) to Disinherit a Child or Grandchild

As much as it was fun to write about Generational Wisdom in 32 Questions, many families have different challenges that are not so heart-warming. For example, there may come a time when a child or grandchild’s behavior warrants their removal from your estate plan. Such a decision normally does not come lightly and the person [...]

By | May 30th, 2017|Finances|0 Comments

Generational Wisdom in 32 Questions

Generational wisdom is probably one of my favorite topics and one of the most rewarding parts of my practice. I was lucky enough to know three of my great-grandparents. In fact, my grandmother’s father, Grandpa Jack, taught me how to throw a baseball. My grandfather’s mother, Grandma Ida, introduced me to the _____ of chicken [...]

By | May 12th, 2017|Philosophy|0 Comments

Leaving Without a Plan: Prince Didn’t Leave a Will – Here’s Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and added costs. It’s easy to assume that the wealthiest among us have all their ducks [...]

By | May 9th, 2017|Finances|0 Comments

When Duty Calls: Navigating the Sandwich Generation with Ease

The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the sandwich generation. This growing population of professionals often raise kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of [...]

By | April 6th, 2017|Finances|0 Comments

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal guardian for their child in [...]

By | March 2nd, 2017|Art of Law|0 Comments

Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan

If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared for in the event of your incapacity or death. Without explicitly stated wishes, these furry family members could end up without a home of their own, if you die or become unable to [...]

By | February 23rd, 2017|Legal Strategy|0 Comments

Estate Taxes in Trump’s America

President Donald Trump has proposed a radical tax reform agenda for his term. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are anticipated, high-net-worth families should consider what this change could [...]

By | February 16th, 2017|Legal Strategy|0 Comments

(Re)Defining Family: Estate Planning for the Modern Family

Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant changes in the way we define family culturally means more families are left without the valuable protection they need, in the event of a death [...]

By | February 7th, 2017|Legal Strategy|0 Comments

Does Your Parent Need Help with Finances? Start Here

Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a [...]

By | January 24th, 2017|Legal Strategy|0 Comments