Coral Springs Probate Administration Lawyers

December 31, 2018

Wills, Trusts & Dying Intestate: How They Differ

Let’s kick of the New Year by getting down to the basics!

Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t understand the nuances between wills and trusts – and dying without either. 

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January 2, 2019

Wills vs. Trusts: A Quick & Simple Reference Guide

Let’s keep up the momentum! Have you ever been confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide:

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January 4, 2019

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Consider these common misconceptions about estate planning!

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January 7, 2019

Do You Really Need A Will?

Do I REALLY need a Will? You may not think you need a Will, but you really do! And here is why…

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January 14, 2019

The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is perceived to be easy to setup since it can be done at the bank when opening an account or title company when buying real estate.

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Estate Planning For the Newly Married
January 16, 2019

Estate Planning For the Newly Married

Today we will be focusing on newly married individuals. If this is you then now is the perfect time to start working on an estate plan! As newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate two households into one. You’ve already been working on the new banking and shared responsibility of bills and taxes and so forth.

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January 18, 2019

Which life events that require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must also name someone who will make medical and financial decisions for you if you cannot make decisions for yourself.  You also need to consider how to leave your property and assets while considering your family’s circumstances and needs.

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January 21, 2019

Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds

If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you would think. 

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January 23, 2019

Your Post-Honeymoon Legal Checklist

Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so fast. Now that your honeymoon is over, there are several things you should be mindful of to make sure that the legal and financial parts of your life properly reflect your newly married status.

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January 28, 2019

5 Essential Legal Documents You Need for Incapacity Planning

Let’s kick off a new week with a new topic: Incapacity. Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself.  

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