Category: Family and Wealth Planning

We Welcome Ada Mena, Esq. Social Security Disability Attorney.

Dear friends, I am very proud to announce that attorney Ada Mena, Esq. will be working with our firm. Ada is a Social Security Disability attorney with 17 years of experience working for the social security administration (prior to becoming an attorney). Now, she…

Is marriage important? Effects of Marriage in Estate Planning.

A beautiful wedding dress, party, family gathering together in celebration.  Is the celebration important? It may be. But, what does that marriage means in legal terms? After a presentation the other day, someone exclaimed: Now I understand why gays were so concerned about marriage….

Benefits of Having a Revocable Living Trust

Avoid a costly and lengthy probate case in Court. Transfer property in the privacy of the attorney’s office—not through court. The administration of the trust is not a public event and information is not a public record. Protect yourself (especially in old age or…

Please beware! Legal v. Medical Powers.

What is a Durable Power of Attorney? Is it enough to make medical decisions? First and foremost, a Durable Power of Attorney and a Health Care Power of Attorney (also known as Health Care Directive or Health Care Proxy) are two different documents. A…

102 years-old and counting . . .

About two years ago I had a client walk into my office with very little difficulty. He was 97 years old. He was ready to put his estate plan in place. The conversation turned more into his cardiologist (the one who over twenty years…

Is a Living Will and a Will the same thing?

So often people come to my office because they want a “Living Will.” After questioning what they want, it happens that what they want is a “Will” or also known as Last Will and Testament. A “Living Will” and a “Will” are not the…

Have you heard of Attorney-Client Privilege?

Attorney-client privilege is a legal term that can be complicated but it is very important and so I want you to know what it is and what it can mean/affect you and/or your family. The communication between an attorney and a client is confidential. …

IMPORTANT — WE ARE MOVING / Nos Mudamos

Dear Clients, friends, colleagues, It is my pleasure to announce that we are moving, as of July 1, 2018 (next Monday we will be already in our new office!  We trust it is a more convenient location that will only enhance our outstanding services…

Today is Tuesday!

Today is Tuesday. What’s so special about today? Every day is a present day. Yesterday is gone and tomorrow is to come. We celebrated all weekend long — two birthdays in the family and all the Fathers. Then Monday came along and today is…

Moms, are you Ready for Summer?

School is almost out! I do not know about you, but for me, the year flew by very fast. This was Daniela’s first school year and although it was challenging and tedious at times, it was also rewarding and very productive.  But now ….