Florida Elder Law & Estate Planning Blog

Morgan Freeman and Granddaughter
Morgan Freeman’s granddaughter dies intestate, father who abandoned her set to inherit half her assets
December 2, 2015

You don’t have to be rich. You don’t have to be old. Everyone needs an estate plan. Without a valid plan specifying who gets what if you pass away, the state you reside in will make those decisions for you. Don’t…

Unmarried Couple
Is there common law marriage in Florida?
November 6, 2015

In my estate planning practice, I advise many clients who have been living together for a long time, sometimes for decades. They are committed to one another, take care of one another, and often refer to each other as spouses….

Estate Planning for Childless Couples: Matters of Life, and Death
Estate Planning for Childless Couples: Matters of Life, and Death
March 2, 2015

Search the web for “estate planning” and you’ll find a vast number of articles directed at married couples who have children. But what if you are  married and do not have kids? You might think that not having “lineal heirs”…

Gold Coins
Nevada recluse’s coin collection nets millions
February 28, 2013

In June 2012 Walter Samaszko, 69, died at his Nevada home, a recluse whose only asset was a small checking account and under $200,000 in stocks. Or so authorities thought.  When authorities began clearing his Carson City home, they found…

Have you funded your revocable trust?
October 16, 2012

What is the difference between a revocable trust that prevents your estate from going through probate, and a revocable trust that’s just a stack of papers? The answer: funding your revocable trust. This is an essential step you must take once…

Money in Trash Can
Do-It-Yourself Estate Plans: Saving Money or Throwing it Away?
September 10, 2012

We often warn readers about the dangers of using do-it-yourself websites and pre-printed forms to create wills and trust. Experienced estate planning lawyers do more than put together a pile of papers for you to sign and take home: We…

Hidden Cash
Disorganization usually doesn’t turn out this well
June 11, 2012

He didn’t make it easy, but Robert Spann gave his daughters quite a gift. Spann used to hide valuables in odd places in his Arizona home, without documenting or telling anyone their location, not even his heirs. After his death in…