Boca Raton Estate Planning Blog
Below you will find our collection of written articles, blog posts, and news stories on key aspects of estate planning law, wills and trusts, and generational wealth management here in Florida. But don’t forget to check out our video page as well!
We are here to discuss any of the issues you come across in greater detail and to help you get started with or revist your estate plan. Let us know how we can help you!
How Will Bernie’s Proposed Estate and Gift Tax Bill Impact You?
On March 25, the Senate Budget Committee Chairman, Bernie Sanders, formally proposed the “For the 99.5% Act” that would make consequential changes to the current estate and gift tax system. The bill was co-sponsored by Democratic Senators Kirsten...
Business Succession and Estate Planning for Franchise Owners
Owning and operating a business is intrinsic to the American Dream. However, many people shy away from the risks involved in starting a business. Instead, they will consider buying into a franchised operation because they think the proven business...
Is 2021 The Year of the Estate Plan?
The COVID-19 pandemic has shone a white-hot spotlight on estate planning. Hundreds of thousands of individuals and families have faced serious challenges, and many realized—only too late—that they hadn’t properly prepared. The prospect of becoming...
What to Do When Your Florida Attorney Dies, Retires, or Disappears
Crafting a comprehensive estate plan with the help of a qualified attorney is one of the best things you can do to protect yourself and your loved ones. You and your attorney should revisit that plan periodically to ensure it stays up to date. But...
7 Lessons Prince’s Death Teaches Us about Estate Planning
Prince was a music legend. He wrote chart-topping songs for decades that redefined music. He also died relatively young, at the age of 57, from a fentanyl overdose. The immediate impact of Prince’s death in 2016 was to reminder us that America’s...
Adapting and Revising Your Estate Plans after a Big Life Change
According to the Miami Association of Realtors, October 2020 was a hot month for home sales across South Florida. All three counties saw double-digit increases in total sales of single-family homes from last October: Miami-Dade: 16.2% increase...
How to Communicate Your Estate Planning Choices to Family and Heirs
Estate planning isn’t just about securing your assets. A critical knock-on effect of a comprehensive estate plan is its ability to forestall intra-family confusion, conflict, and stress about how you wanted your estate to be handled. But even if...
