Topics include:
- Why do estate planning now?
- Tangible and Intangible Property in Estate Planning
- Revocable Living Trusts – Why would somebody have one?
- A Simple Thing Like a “Will”
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Grief is what’s supposed to be allowed when someone passes, not calling attorneys to see about who gets money. Grief is the issue of the day – not spending time, money and unnecessary emotion asking questions about who gets the money.
Beneficiary designations save family hassles.
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The desire to be ‘efficient’, to save money, to quickly get something done and out of the way is NOT a wise practice for legal matters.
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People often think putting something in a Will makes it easily accomplished after they pass. I’ve previously used the passing of ownership of a home as an example. It also pertains to guardianship of minors.
People want to honor the final wishes of the people they love. Sometimes they act without consulting an attorney about how best to do that. Before doing anything, it’s best to get some counsel.
People generally give thought to whom they appoint to help – particularly their health care surrogate. Sometimes, that designated person has their own stuff when they’re needed to help. It’s important to stay in communication to avoid feeling abandoned or that someone doesn’t care.
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People often have their Last Will and Testament state that “John Smith” gets their home – thinking that’s all it takes. At least in Florida, that’s WRONG without some additional steps. A “Lady Bird Deed” (also known as an Enhanced Life Estate Deed) is an option in Florida.
We had some fun with technical problems. This was recorded in August 2023 when Hurricane Idalia was approaching Florida. The weather caused some connect problems, but we got through it.
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We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.