Estate Planning

An estate plan is a crucial legal document that helps manage the distribution and care of a person’s estate after they pass away. One of the most important legal documents that make up an estate plan is a will. A will outlines who should benefit from an estate,...

Many people do not have estate plans or wills, even though they know they’re important. They simply are waiting until they’re older to make the plan. They assume this is something they should do in their 60s or 70s, for example, as they approach the final years of...

A common concern for many is the impact of their death on those they love. On top of the emotional upheaval that may come with your loss, your family may also face estate administration tasks that can be overwhelming. Fortunately, proactive planning can lighten the...

Introduction Cryptocurrency is revolutionizing the financial world, offering investors an alternative to traditional banking. But what happens to your Bitcoin, Ethereum, or other digital assets when you're no longer around? Without proper estate planning, your crypto...

Real estate is often one of the most valuable assets that make up an individual’s “estate.” Whether a property is a primary residence, vacation home or rental investment, planning ahead can help to better ensure that ownership transfers smoothly and that beneficiaries...

Estate planning is traditionally most focused on facilitating gifts of physical assets like homes, bank accounts and personal belongings in the event of an individual’s death. However, in recent years, an increasing amount of most American adults’ lives is stored...

A power of attorney (POA) is a legal document that gives someone the authority to make financial or health care decisions on your behalf if you're unable to due to illness, injury or incapacitation.  Appointing your spouse as your POA sounds perfect, given that you...

When making plans for your future medical care, advance directives allow you to clearly outline your preferences for treatment and end-of-life decisions. These directives are used to guide healthcare providers and loved ones in honoring your wishes if you are unable...

If you’re searching for answers about wills and trusts, you’re not alone! As a Florida-based trust and estates attorney, I hear all of these burning questions people have about protecting their legacy all the time. Whether you're planning for the future or just...

Have you ever wondered how to pass your wealth down through multiple generations while minimizing tax burdens? Enter the generation-skipping trust, a powerful estate planning tool worth considering. Understanding these trusts and why they might be a good fit for your...