Category Archives: Estate Planning

A Living Will Is An Essential Part of Your Incapacity Planning

As I was checking in this week for a routine medical procedure, I was asked by the nurse if I had a living will.  I was a little surprised because although I do have a living will, I didn’t stop … Continue reading

Posted in Advance Directives, Estate Planning, Living Will | Leave a comment

A Joint Account With Your Child May Not Be The Best Idea

Many times, as parents get older they feel that they need to add a child as a joint owner on their financial accounts.  They do this for many reasons. Some feel that it is the best way to plan for … Continue reading

Posted in Durable Power of Attorney, Estate Planning, Probate, Wills | Leave a comment

Does Your Estate Plan Think Your Oldest Child Is a Super Hero?

When you enter the world of estate planning, an interesting phenomenon sometimes occurs.  Your oldest child becomes a super hero.  This is because your oldest child sometimes becomes the child automatically chosen to act on your behalf in all situations … Continue reading

Posted in Estate Planning, Power of Attorney, Probate | Leave a comment

Who Should You Name As Your Agent Under Your Durable Power of Attorney?

In general, your health care surrogate handles medical matters if you are not able to handle them yourself and your agent under your durable power of attorney handles your financial and other non medical matters if you are not able … Continue reading

Posted in Durable Power of Attorney, Estate Planning | Leave a comment

Estate Planning Should Include A Look At Long-Term Care Insurance

When people come in to talk about their estate plans, they expect to talk about what happens when they die.  In fact, that is what motivates many of them think about putting together an estate plan in the first place.  … Continue reading

Posted in Aging in Place, Assisted Living, Estate Planning, Long Term Care, Medicaid | Leave a comment

Do I Need Both a Designation of Health Care Surrogate and a HIPAA Release?

A Designation of Health Care Surrogate is the document that lets you name the person who will speak for you and make medical decisions for you if you are unable to do so yourself. A HIPAA release is the document … Continue reading

Posted in Estate Planning, Health Care Surrogate, HIPAA | Leave a comment

Naming Your Children As Beneficiaries In Your Will Is Just Step One

For most people who have children, choosing a beneficiary for their wills is easy – they choose their children.  However, after they make the decision to name their children, they think their work is done, but it is really just … Continue reading

Posted in Beneficiaries, Estate Planning, Trusts, Wills | Leave a comment

Is a Simple Will Really the Answer?

I have had many people tell me they only need a simple will.  They feel that they don’t own very much and when they die, they just want what they own to go to their spouse and/or their children.  It … Continue reading

Posted in Estate Planning, Wills | Leave a comment

Florida Probate Basics: Avoiding Probate Is Not Always the Right Answer

Many times people will come into my office and tell me that they heard that they need to have a trust because they have to avoid probate. Probate has gotten a bad reputation, but going through probate is not always … Continue reading

Posted in Estate Planning, Probate, Trusts, Wills | Leave a comment

Estate Planning and Beneficiary Designations

When you put things like life insurance policies, IRA accounts, annuities and 401(k) accounts in place, you are asked if you would like to name a beneficiary. You can also put a beneficiary in place for things like checking or … Continue reading

Posted in Beneficiaries, Estate Planning | Leave a comment