What Should I Bring to My First Estate Planning Meeting?

Category Archives: Estate Planning

What Should I Bring to My First Estate Planning Meeting?

Meeting with an attorney to set up an estate plan is one of the best decisions you can make. During your first meeting, you can expect a confidential discussion about your wealth and estate. You will have the opportunity to ask questions and review materials regarding your family and finances. In fact, you’ll get the […]

Considerations When Looking for a Retirement Destination

The average age of retirement has risen from 63 to 67 years old. In addition, according to the AARP, 40 percent of baby boomers now say they plan on working until they die. If you are part of the other 60 percent, you may be tired of living in the same place. In fact, if […]

Three Estate Planning Mistakes You Should Avoid

Planning your estate takes courage and commitment. Many people who labor over setting up an estate plan fear the cost, the hassle and the prospect of death itself. Yet estate planning doesn’t have to be that anxiety-inducing task you’ve been meaning to get around to but keep putting off. At the same time, you shouldn’t […]

Pet Trusts: Taking Care of Your Pet After You Die

If you have a will, when was the last time you updated it? While your last will may contain provisions about your children, spouse, siblings and other relatives, have you thought about what will happen to your beloved pet if something should happen to you? Many individuals who enter the estate planning process have thought […]

Estate Planning Lessons Learned from Casey Kasem

If you’ve been following the latest celebrity news, you may be curious about what’s going on with Casey Kasem. Kasem was a well-known music and radio personality and actor who, among other things, hosted America’s Top 40 music countdown. At 82 years old, the icon was suffering from Lewy body dementia — a condition that […]

The Last Will of L’Wren Scott

In March of 2014, New York fashion designer L’Wren Scott was found dead. After a successful modeling career, Ms. Scott turned to the world of style and design. Then in 2001, she began a long-term relationship with Rolling Stones front man Mick Jagger. Her suicide came shortly after tabloid reports surfaced about her relationship with […]

How Does Florida Homestead Law Relate to Estate Planning?

Homes are a significant part of most people’s estates and legal approaches used in estate planning are important for passing on a homestead. Florida Statutes contain guidelines related to homesteads that protect the rights of spouses, children and other descendants. Spouses have several legal rights to a homestead upon the death of their spouse: Life […]

The Potential Sale of the Clippers from an Estate Planning Perspective

Recently, the media reported extensively about Donald Sterling, the Los Angeles Clipper owner whom the National Basketball Association (NBA) banned for life because of his alleged racist remarks. According to a CBS News release, the NBA Commissioner is pressuring Sterling to sell the Clippers. However, there are significant monetary factors involved with selling now: Sterling […]

Where There is a Will, There is a Way

Without a will, there is no way to direct and preserve the wealth you spent a lifetime to acquire. Yet, even as retirement approaches, some put off creating a will and estate plan. The quality of a will is only apparent when it is needed. Using boilerplate or form documents to create your will could […]

Revising Your Estate Plan After Divorce

Divorce at any age causes a ripple of changes. Understanding and responding to those changes means updating your will and estate plan. Attending to your estate plan during and after a divorce is important to ensure your wealth is directed appropriately. Should you pass away during divorce proceedings without changing important documents, your will may […]