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Estate Planning Blog

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Why Shouldn’t I Wait to Draft my Will?

It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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How to Handle Digital Assets in a Will

The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.
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What are Biggest Estate Planning Mistakes?

Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
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How Does Gift Tax Exclusion Work?

In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
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What are Penalties When Contributing to or Withdrawing From Retirement Accounts?

Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.
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How Do I Talk to My Parents About Estate Planning?

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.
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Taking Care of Dying Parent’s Financial Affairs Can Be Challenging

Dealing with a sick family member is a challenging and emotional time.
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Must I Sell Parent’s Home if They Move to a Nursing Facility?

Reaching the point where you need to consider residential options for your mother can be overwhelming. Not only is it emotionally fraught, there are also financial and legal considerations.
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How Do I Protect Myself and My Children in a Second Marriage?

Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
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Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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