Category: Family and Wealth Planning

Easter – Happy Bunny!

I meant, Happy Easter, Bunny! 🙂 This Sunday easter was quiet and the temperature was just right. It was warm but a cool breeze helped cope with it. It felt peaceful. This morning we woke up to get ready for a birthday party. It…

Cyber-Fraud / Email Fraud

Important! Please be very cautious when you are handling big money transactions with information transferred online! This just happened: Person was purchasing a property cash. As in prior transactions, he received wiring instructions from the title company to transfer almost $200,000.  He went to…

Paying back or paying forward?

I was in Court yesterday morning and I genuinely had the opportunity to introduce two professionals. I met my client’s daughter who is a psychologist involved with dependency cases. I also met my opposing counsel who is a Board Certified Juvenile attorney dealing with…

Happy Valentine’s Day!

Is Valentine’s Day a day of Roses and Chocolate and expensive gifts? Is it a day of dining out (and making lines for that matter)? It is for many. To me, Valentine’s day is a reminder of the power of Love in the whole…

My dog is a piece of property!

I know it sounds horrible. My dog is like my child and she is treated as such. Besi, my seven-year-old chihuahua has never thought herself a dog. She feels human. She does not fetch or do doggy things. She sits and cuddles and loves…

Hurricane Irma, the Aftermath!

Dear friends, How was your experience with Hurricane Irma. I hope for you to share with us. As we all know Irma hit the Keys very hard, and although Miami-Dade and Broward only got a small part of Irma, almost a million were without electricity…

Hurricane Irma and Legal Documents

We are under imminent threat of being under the damaging forces of Hurrican Irma.  What do you do with important legal documents during these circumstances? Some tips to follow: If you are going to a shelter, make sure to take the most important legal…

Question: What happens if I leave real estate property or money to an underage child?

Answer:  As a minor, the child will need a guardian of the property if he or she receives any property to his or her name. In Florida, if the child is under 18, then the parent or guardian of the child will need court…

QUESTION: I see how I can pass down assets to my family, but I do not see how I could pass down family values. Can you explain?

ANSWER:  Family values are not as easy to pass down to future generations as it may be transferring of assets, such as real estate and money in the bank. However, that’s one of the things that differentiates my firm from others. We try hard…

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. Baby boomers want to leave their family more than just financial assets. According to a 2012 study released by the Allianz Life Insurance, Co. baby boomers identified family values as some of…

A reflection on Death . . .

The view of a peaceful beach with white sands and and bushes in the background.

The saying usually goes, the only thing certain in life is death and taxes. I have to defer somehow from the saying and say that the only thing certain in life is death.  The only thing you need in order to die is to…

Is your Child a Graduate? Then you must read this!

It was just a year ago that I was graduating! Well, that’s not really a true statement even though I feel very young. It was 18 years ago that I graduated from High School. Wow! Yes! I said it! 1999 was the year when…