Dealing with family dynamics in estate planning can be challenging. When siblings don’t get along, critical decisions about the estate can lead to disputes. Learn how to handle this and other common issues in estate planning, and why sometimes a corporate trustee might be the best solution.
Creating a comprehensive estate plan in Florida offers several unique advantages due to the state’s specific legal environment. Understanding and navigating these requirements ensures your
Requirements for a Valid Will In Florida, a will must meet specific criteria to be considered valid. It must be in writing and signed by
Estate planning might feel overwhelming, but it’s essential for making sure your wishes are followed and your loved ones are cared for. It’s more than
In 2021, we lost Aaron T. Beck, the father of cognitive behavioral therapy, who identified patterns of negative thinking in his patients, and as an estate planning attorney, I often encounter similar fatalistic traits in clients’ loved ones, which require self-recognition and treatment.
Several times a year, I receive urgent calls for estate planning help, often involving loved ones in the ICU, highlighting the dangers of procrastination and the necessity of timely legal preparation for health crises and asset distribution.
I usually discourage procrastination, but after losing a spouse, it’s important to avoid making major decisions immediately, such as selling a home or changing financial advisors, while relying on trusted professionals to navigate necessary tasks during the emotional and difficult grieving period.
Famed New York Yankee catcher Yogi Berra once said, “Baseball is 90 percent mental, the other half is physical!” While Yogi’s math was famously a
Any parent knows how different their children can be, even when raised in the same household, and while parents love their children equally, treating them equally in estate plans is not always straightforward.
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