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Estate Planning Blog

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How a Revocable Trust, Irrevocable Trust and Testamentary Trust Will Help You

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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Parental Guardianship, Power of Attorney & Finances: Everything Parents Need To Know

Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.
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Do I Need an Estate Plan If I’m 25?

As soon as you are an adult, you should have an estate plan in place.
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How Do Estate Plans and Trusts Work?

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
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What Sparks the Contesting of a Will?

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
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The COVID-19's Impact on Estate Planning

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.
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Is a Roth Conversion a Good Idea when the Market Is Down?

Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
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Mom’s Caregiving: How to Avoid Family Disagreements

Family members of all kinds have fought over money matters since time immemorial, but it may be worse for cash-strapped caregiving families. The costs of caregiving activities, including hiring aides, buying supplie, and covering medical and pharmacy copays, negatively affect family caregivers’ pocketbooks and morale.
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How Do I Conduct an Estate Inventory?

What's Included in an Estate Inventory?
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What about House Contents when Someone Dies?

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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