What if you could create a legacy, not only for your kids, but for your grandchildren and great-grandchildren as well? Would you do it? If the possibility intrigues you, it may be worthwhile talking to your estate planning attorney about a legacy trust. Before you do,...

Savers and investors have a unique opportunity this year to put more money into their Individual Retirement Accounts, assuming they have not already maximized contributions limits. The question is, should they? Traditional IRAs offer many benefits, and chief among...

For many families, the COVID-19 crisis has highlighted the importance of estate planning. Having legally sound financial and health care documents in place for at-risk seniors provides peace of mind during dangerous and uncertain times. Whereas not having them, can be...

We know there may be nothing more difficult than deciding to move a loved one into a long-term care facility. How do you choose the right one? What challenges will you face? How do you plan forward to ensure that your loved one’s needs, both now and in the future, can...

Do you consider a safe deposit box the best place for storing important documents? If you are like many Americans, you may still keep your important paperwork and valuables at the bank. After all, logic dictates that renting a safe deposit box, or safety deposit box,...

More than 5.8 million Americans currently live with Alzheimer’s Disease and millions of family members and caregivers suffer alongside them. Alzheimer’s is a brain disease and the most common form of dementia, which is a general term for cognitive degeneration....

It is no secret that states have different tax regimes. So why not use them to your advantage, especially if you are married? Spouses already living in different states, or married couples interested in moving, could benefit significantly from a creative estate...

Since 1963, the month of May has been officially designated Older Americans Month and National Elder Law Month. At the time, only 17 million Americans had reached the age of 65 and about a third of them lived in abject poverty. Few programs existed to meet their needs...

It is said that the only two certainties in life are death and taxes. We know, as experienced Florida estate planning attorneys, that nowhere is this more true than with large estates.  If an estate-holder passes away and their property is over the federal estate...

The Coronavirus continues to impact Florida, especially those of us in south Florida. It has interrupted both our personal and work lives, and it seems that it will continue to do so as we approach the summer months. From overcoming challenges in working remotely to...