Tag: family

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….

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…

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…

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…

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…

How to Live Before You Die

In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life.” When Jobs was 17, he read a quote that made…

Why Involve your Financial Advisor, Attorney, and Accountant at Your Family Meeting?

Some people might have misgivings about having a third-party advisor present at an otherwise private family gathering, and it is certainly not a mandatory step. However, you might want to consider inviting your financial advisor, estate planning attorney, or accountant to the meeting for…

What should you discuss at the family meeting?

Once you’ve committed to discussing your estate planning with your family, what should you share specifically? Should you detail the entire plan with them, or just an outline of it? Should you go into detail about who gets what? The specifics of what should…

Tips for a successful estate planning family meeting

When you hold your family meeting, a bit of awkwardness is to be expected at first—after all, no one in your family (presumably) is likely eager to discuss what will happen when you die or in the event of incapacity. Remind everyone that is…

Why You Shall Talk to Your Family over the Holidays about Your Estate Plan

We work hard and build up assets and we are strong in the fight for causes that matter to us. It is very fulfilling to know that we can share our wealth and our legacy with our family. It is impossible to plan for…