Legally Speaking
What To Do After a Loved One Dies
If you’ve recently lost a loved one or been appointed as a Personal Representative of a loved one’s estate, your grief and the tasks ahead can be overwhelming. It’s important (more…)
estate planning
Legally Speaking
Creative Uses for Life Insurance
A recent study by two non-profits found that a record 102 million American adults either lack life insurance or don’t have enough coverage. Misunderstandings about costs and types of policies are (more…)
Legally Speaking
Planning a Barbecue Is Like Planning Your Estate
Memorial Day weekend signals the beginning of summer and backyard barbecues. Although a cookout may be casual, good planning is crucial. This is true for estate planning, too. A little (more…)
Legally Speaking
In Honor of April- My Tax Quiz: How Much Do You Know About Estate Taxes?
True or False:Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in Florida. True or False: If you inherit money (more…)
Legally Speaking
Can I Disinherit My Spouse?
Believe it or not, it isn’t easy to disinherit your spouse. You can’t cut your spouse out of your estate unless they agree in a Prenuptial or Postnuptial Agreement. Even (more…)
Legally Speaking
Estate Planning Lessons We Learned from U.S. Presidents
February 19, 2024, is President’s Day. This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)
Legally Speaking
Can I Use a Computer or AI to Write My Will?
For many, a New Year’s Resolution may be to finally create your “Estate Plan.” You might be curious about using artificial intelligence “AI” or platforms such as Legal Zoom, Rocket (more…)
Legally Speaking
Lottery Dream or Financial Nightmare: How to Make Your Jackpot Last
One of my New Year’s resolutions is to win the Lottery, which I am sure is the goal of many. What do we need to know if we win? Edwin (more…)
Legally Speaking
Do I need a Will, a Trust or Both? We Hear This Question Every Day!
A Will If you die without a will it is known as dying intestate. While many believe that their close family members “know what they want”, it doesn’t necessarily go (more…)
Legally Speaking
Estate Planning’s Ghostly Gotcha: When Ownership Haunts Your Final Wishes
You’ve written your will, created a trust, and you’re feeling as secure as a locked crypt. But wait! A phantom hitch might be lurking in the shadows, ready to haunt (more…)