Category

Asset Protection
Orange life jackets and a red lifebuoy resting on a boat
A power of attorney is like a life jacket: you hope you never need it, but when an emergency happens, it can be essential. Learn how a Florida power of attorney works and why waiting can be dangerous.
Read More
What Happens If You Die Without a Will in Florida? Ever wonder what happens to your stuff if you pass away without a will? Spoiler alert: it’s not pretty, and it’s definitely not up to you. But don’t worry—we’re here to break it down in the simplest way possible so you know why having a...
Read More
A business conversation between three people.
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 for that matter.  I bet that answer does not help you choose to have a trust or...
Read More
A 1040A Form
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. As part of budget legislation, the U.S. House and Senate passed the Setting Every Community Up for...
Read More
A surrogate designation is a document that formally appoints one or more persons to make health care decisions for another if the other is temporarily or permanently unable to make his or her own decisions. It usually permits the surrogate to obtain medical records and can be personalized to incorporate provisions of a living will or...
Read More
Theft and exploitation of the elderly is so common as to be described as an epidemic.  The purpose of this article is to explain how to protect yourself and your parents from thieves. STEPS TO PROECT YOURSELF AND YOUR PARENTS FROM EXPLOITATION   1. The first step to protect yourself and others is to make...
Read More
I would like to answer this question as – “yes”.  Trust me on this, you need a will even if you are married.”  However, most people don’t trust lawyers, so I will explain why you need a will even if you are married. This post would be longer than anyone is willing to read if...
Read More
How Well Can I Protect My Assets From Litigation? Let’s face it: the assets you have worked long and hard to accumulate can be lost easily if they are not protected. In the end, the best offense is frequently a good defense. No matter how astute a business person you are, or how skilled you...
Read More