Did you know a new estate plan is not necessary simply because a new year has occurred? The Florida statutes do not require that a last will and testament or trust agreement be updated every so many years in order to remain valid. Existing wills or revocable trusts, however, may need to be reviewed each… Read more »
There comes a time when you will need to be certain that your parents’ estate plan is current and no revisions are necessary. This event may arise because one or both of your parents have recently sustained a major illness that has or could become life-threatening. Hopefully, you have communicated with your parents to understand… Read more »
The SECURE Act of 2019 was recently passed by the US House of Representative. It is expected to be considered by the U.S. Senate in the fall. The correct name for this proposed law is the Setting Every Community Up for Retirement Enhancement Act of 2019. Many believe that this bill will be passed by… Read more »
When preparing your estate plan, you likely heard about probate proceedings and structured your estate plan to try to avoid them. Did you know, however, that if you own real property in another state, you may be subject to ancillary probate proceedings? Ancillary probate is a type of probate proceeding that occurs after the primary… Read more »
A “Gray Divorce” occurs when an older couple ends their marriage late in life. There could be a number of reasons for doing so, but in almost every case the fallout of the broken relationship can be devastating, and not just for the elder couple, but for everyone involved. Adult children, for example, may find… Read more »
As difficult as it can be to think about the end of your life, have you ever considered how challenging it would be for your loved ones to make medical decisions on your behalf with no clear guidelines? Have you ever thought about who you would want to make important end-of-life care decisions for… Read more »
