Education

2014 Alzheimer’s Association Annual Report Released

The Alzheimer’s Association’s “2014 Alzheimer’s Disease Facts and Figures” report released today reveals startling statistics on the ever-growing impact of Alzheimer’s disease on our nation, including new information on growing death rates, the cost of the disease and the disproportionate burden of Alzheimer’s disease on women. Unless something is done to change the course of [...]

2017-07-20T21:19:53-04:00March 19th, 2014|

October is National Special Needs Law Month

Did you know that October is National Special Needs Law month? Special Needs Law is the area of law dedicated to assisting disabled individuals and their families with legal planning designed to help improve their quality of life. Sometimes, this can involve creating certain types of trusts designed in such a way that their contents are not [...]

2017-07-20T21:19:53-04:00October 1st, 2013|

Amendments and Restatements and Codicils, Oh My!

I am often asked by clients considering changes to their estate planning whether it is better to start over from scratch, or to modify what is already in place. As with most things, it depends. First, a few definitions: When someone has a Trust, a change to the trust may take the form of either [...]

2017-07-20T21:19:53-04:00July 1st, 2013|

Wills and Trusts 101

Do you know the difference between a Will and a Trust? Which do you need? Do you need both? Neither? Knowing the difference could save your family thousands of dollars and months of headaches. The chart below just scratches the surface. LAST WILL AND TESTAMENT Pro “Set-it-and-forget-it” — you need [...]

2017-07-20T21:19:53-04:00May 10th, 2013|

Florida’s New Durable Power of Attorney Statute

Effective October 2011, Florida adopted new laws concerning the use of Durable Powers of Attorney. While Durable Powers of Attorney executed prior to the change in law are grandfathered in and so remain valid, this change in the law marks an excellent opportunity to re-evaluate what your old document may say, or to take advantage [...]

2017-07-20T21:19:53-04:00May 10th, 0201|
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