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!
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...
Compensating Personal Representatives for Estate Administration
Settling an estate can be a complicated obligation for a personal representative or executor. The list of administrative, financial, and legal tasks they are expected to complete is immense. On top of that, they must navigate their own wellbeing...
33 Federal Tax Provisions Expiring at the End of 2020
When Congress makes changes to the federal tax code, they have a choice as to whether those changes will be implemented permanently or temporarily. Passing permanent changes to the tax code can be difficult, so lawmakers often choose to include...
Making High Stakes Tax Planning Decisions in Highly Uncertain Times
Update Jan. 14, 2021: The Democratic candidates for Senate won both of the January 5 run-off elections in Georgia. With the securing of these two Senate seats, Democrats now have control of the Senate and will be able to pass broader elements of...