Florida Elder Law & Estate Planning Blog


inheritance trust
An Inheritance Trust Can Keep Your Assets In Your Family
July 30, 2020

Do you have married children? Are you thinking about your estate planning? If the answer to both is yes, one of your goals is probably making sure your hard-earned assets end up with your own grandchildren should your child get…

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Family Fighting Over Former Attorney General's Childhood Home
Family Fighting Over Former Attorney General’s Childhood Home
January 10, 2020

You probably think that the estate plan of one of the nation’s most prominent legal authorities would be absolutely airtight. But you would be wrong. Janet Reno was appointed U.S. Attorney General by President Clinton, the first woman to serve…

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Abandonment leads rocker to disinherit wife. That won't fly in Florida.
Abandonment Leads Rocker to Disinherit Wife. That Won’t Fly in Florida.
December 9, 2019

Rock’n’roll lost another icon on September 15 with the death of Ric Ocasek. The 75-year-old lead singer of The Cars died at his New York City townhouse from pulmonary and cardiac complications following surgery. Now, there are complications in his…

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Aretha Franklin
Turmoil in Aretha Franklin Estate: She Did Have A Will, After All – Three of Them
May 26, 2019

Aretha Franklin, Queen of Soul, Dies Intestate. Now it turns out that the “intestate” part may not be true. Three handwritten wills were found in Franklin’s suburban Detroit home recently. This development may well complicate matters, not clarify them. Multiple…

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How To Divide Your Assets Among Children- What's Really Fair?
How To Divide Your Assets Among Children: What’s Really “Fair”?
April 13, 2019

“That’s not fair!” What parent of youngsters hasn’t heard that countless times? It’s a complaint that doesn’t necessarily vanish when children are adults. In fact, depending on how they feel they’ve been treated in your estate plan, your kids may…

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Sumner Redstone Estate Battle- The Wheel Has Come Full Circle
Sumner Redstone Estate Battle: The Wheel Has Come Full Circle
January 9, 2019

It’s been as much a Shakespearean tragedy as a legal battle over an elderly billionaire’s assets. The story features power grabs, on-again, off-again lovers, betrayal, and money… lots and lots of money. In my post of 2016 I described the…

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Veronica Beckham
Could your loved one be a victim of financial exploitation?
February 11, 2016

Did exotic dancer Veronica Beckham perpetrate a sweetheart scam on Micky Liu? Manipulate a lonely and sick man into making her the beneficiary of his estate? Or did he leave her his money, free from any pressure and manipulation, purely…

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Savings Bond
The scoop on U.S. government savings bonds
December 18, 2015

Do you have old paper U.S. savings bonds sitting around? Introduced in 1935, paper bonds were once the go-to gift for weddings, birthdays and other occasions. There are three things you need to know about those old bonds to determine…

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