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DO I NEED A TRUST?

Do I Really Need a Trust? People often ask, “do I need a trust”?  The simple answer is “no.”  You don’t need a trust any more than you need a bank account, or a car, or a will...
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Living Will document below a stethoscope.

DO I NEED TO CHANGE MY LIVING WILL FOR COVID-19?

Clients have been asking if they need to change their Living Will in the new age of Covid-19. There is a simple answer and more nuanced answer to this question, and it raises some very important issues. The...
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CAN I SIGN MY LIFE PLAN DOCUMENTS ONLINE?

The easy answer is, not until July 2020. The ability to execute an electronic will takes effect on July 1, 2020. To confuse the issue however, online notarization of documents other than a will became effective on January...
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A 1040A Form

HAPPY NEW YEAR – THE TAX LAWS HAVE CHANGED

I hope the transition to the year 2020 brought joy and a fresh outlook.  If you follow the news, you also know that it brought changes to the tax laws that may impact your life and estate planning....
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Iphone and sharpies on table with Field Notes spiral notebook.

BUSINESSES CAN’T USE PICTURES FROM YOUR PHONE

Businesses use pdf documents, not pictures.  When a business – perhaps your lawyer, accountant, title company, etc. – asks for a scanned copy of a document, they need it in a specific format called “pdf.”  This is an...
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Wrong way sign

What Not To Do with a Power of Attorney

Is My Current Power of Attorney Effective? Do not assume that your old power of attorney will be effective. The Florida power of attorney statute changed dramatically in 2011.  Effective on October 1, 2011, the Legislature amended Chapter...
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people in a park

Life Plan Documents Everyone Should Have

Life planning is the thoughtful arrangement of assets and preparation of legal documents to organize your life and direct your affairs according to your values and choices. It allows you and your loved ones to navigate through emergencies...
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Protect Your Phone Data Now!

Many times a month I hear stories about people losing all or most of there data due to damaged, lost, or a stolen phone’s.  It seems the most important data we carry with us. With the holidays coming...
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Best way to view, change, or cancel your mobile subscriptions

Seems like everyone is moving to subscription models charging you monthly, quarterly, or annually. Some service’s even offer discounts based on the payment terms. Even if you just want to cancel here’s an easy way to review your...
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Medicare is Not Free

During this 2019 Medicare open enrollment period, let me share some of my observations, and even some personal opinions.
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Protect Yourself With a Living Will

Living wills express personal wishes for end of life care. They state what life-prolonging measures an individual desires, and what measures the individual chooses to refuse. Perhaps more than any other document, a living will is deeply personal and requires...
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What is a Power of Attorney?

A power of attorney (POA) gives another person (the “attorney in fact” or “agent”) the right to act on behalf of, or instead of, the person who signed the power of attorney (the “principal”).  Although a POA is...
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