Category: Family and Wealth Planning

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 ….

A gift for you on Mother’s Day!

Five years and five months ago I was blessed with the biggest, most wonderful gift of all: motherhood.  My daughter was born December of 2012 and as I always say, it is the most demanding but most rewarding job of all. Is it really…

This is the worst thing I have heard in a while . . .

Do you have a child with special needs? If yes, then you must read this! I was with a client a few days ago (signing her estate planning documents) who brought in her two nieces and heirs to the signing meeting. It happens that…

Have you Done Your Spring Cleaning Yet?

The rain season is here, officially since Sunday! Miami has been showered (well needed). April is almost over. That means that a quarter of the year is almost up. Have you cleaned up that closet? Did you organize the pantry and remove all expired…

Have you Done your Spring Cleaning Yet?

The rain season is here, officially since Sunday! Miami has been showered (well needed). April is almost over. That means that a quarter of the year is almost up. Have you cleaned up that closet? Did you organize the pantry and remove all expired…