Florida law does not provide unmarried couples with the inheritance protections and automatic decision-making authority it provides to married couples. Even if you are in a longstanding, devoted relationship, from a legal perspective you and your companion might as well…
more
You have met with a competent Florida estate planning attorney and discussed your situation and your goals. He/she has drawn up a Last Will & Testament for you that meets your needs, fits your financial and family circumstances, and anticipates…
more
James Brown, aka the “Godfather of Soul,” died at age 73 on Christmas day in 2006. One of the first 10 inductees into the Rock & Roll Hall of Fame, Brown’s signature songs include “I Feel Good,” “Papa’s Got A…
more
An increasing number of our clients now hold cryptocurrency or are considering purchasing it. Cryptocurrency is a “digital asset” – but a digital asset like none other. It requires special consideration so that (1) it can be passed on to…
more
Welcome back, Snowbirds! We are writing this blog at the tail end of November. Today’s midday temperature in New York is 38 degrees; in Chicago, 34; in Boston, 35. At our Palm Beach Gardens office, it’s a glorious, balmy 70…
more
As couples retire and age, their thoughts often turn to giving up their life insurance. The premiums could cover other expenses. There are no longer little kids to consider. They are collecting Social Security, or soon will be. They are…
more
Richard Robinson, the 84-year-old CEO of Scholastic Corporation, strolled on Martha’s Vineyard this past June with his two grown sons, Reece and Ben. They were shocked when their dad suddenly collapsed and died. They were in for another shock later,…
more
Do you live with your significant other in a home that you own? If you are like most of our clients, you will want to make sure your partner can continue to reside there if he/she outlives you, then have…
more
An estate conflict has erupted between the families who own Boar’s Head. Why the legal beef? It appears to stem from a deceased owner’s failure to put her last wishes in writing. Boar’s Head Provisions Company was launched in 1905…
more
The Biden Administration’s tax proposals have been on the minds of many of our clients. You may be wondering if and how your estate plan will be impacted, and what you should do now to minimize your heirs’ tax liability. …
more
