The popularity of ‘do-it-yourself’ estate planning has skyrocketed in the last 20 years. Because of the ease with which someone can create legacy planning documents using
A trust is the most popular way to transfer assets to future generations with a plan for management of those assets beyond multiple lifetimes. More
The answer is a common one: it depends on the facts and circumstances. It depends on what is your relationship is to the person you
An irrevocable trust is most commonly established by written trust agreement amongst family members and cannot be modified or terminated unless ordered by the Court
With the prevalence of do-it-yourself online estate planning tools, there has been an increase in the number of Florida residents that sign Last Will and
If I were to list the top legal self-help blunders that clients end up regretting, near the top of the list would be recording real
There are several costs and considerations for unmarried adults who inherit or invest in jointly titled real property as a business enterprise. When cotenants cannot agree
Heirs’ property ownership is a leading cause of wealth loss in many urban and rural Southeast U.S. communities including those estates subject to the Florida Laws
With the Democrats taking control of the both the executive and legislative branch for the first time in a decade, President Biden’s tax policy ideas are anticipated. .
Whether you are a musician, writer or artist engaged in creative endeavors, copyrighting your original works and identifying them within your estate plan is the
So you have a great case but opposing counsel is an a** and pushes you to the edge. The judge is indifferent, unmoved and unconcerned in
When Pat Bowlen passed away in June of 2019, the Denver Broncos football franchise was owned by The Pat Bowlen Trust. So if Mr. Bowlen
The daughter of George “Papa Bear” Halas, Virginia McCaskey, has controlled the Chicago Bears football franchise since 1983 when her father died leaving her 80%
Mourning the death of a loved one is an emotionally challenging time for the surviving family members of the deceased. While the family is grieving,
While the idea of living with others to save money and generate wealth sounds promising, it would be quite irresponsible for friends or couples to cohabitate. .
The last few years I’ve noticed several financial advisors I work with strongly urging our mutual wealthy clients to make conservation easement investments. Warren Sapp‘s recent
Sometimes, it really is better to give than receive. This is especially true for those hoping to fulfill philanthropic ambitions by donating portions of their
After her 2nd psychiatric hold back in 2008, a California court awarded petitioner, Jamie Spears, as emergency temporary conservator responsible to make health care and financial
With renewed focus on how President Elect Biden will implement his tax policy after the U.S. presidency changes hands, many experts expect Biden to shift
Vanessa Bryant has been dealing with a number of legal issues since the passing of her husband and daughter. This past April, she co-petitioned the CA
Most people would rather not talk or think about planning for their death. As unpleasant as the thought of estate planning may be, it is
Something as simple as an auto accident or malpractice claim can expose the assets you’ve accumulated over a lifetime to attachment by judgment creditors. For
After sitting with one of my doctor clients this past weekend, I was surprised to learn he felt “trapped” in his marriage and was terrified
With increasing concern for safeguarding equitable assets and accumulated wealth, the demand by Floridians for integrated estate plan (IEP) protection is as strong as its
In addition to the players, coaches and team, we should recognize and applaud Dr. Valerie Daniels-Carter, minority owner of the #MilwaukeeBucks. Daniels-Carter, the president and CEO
Because he died intestate, i.e. without a Last Will, the race is on for administrator appointment of Earl “DMX” Simmon’s NY estate. The race is
The COVID-19 virus pandemic has many of us questioning our mortality and evaluating or re-evaluating our family estate plans during this unprecedented time in history.
If you are an environmentalist, tech geek and probate/estate planning junkie like I am, when you leave this Earth, you might be interested in bypassing
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