Florida Elder Law & Estate Planning Blog


business agreement v. last will and testament
When Your Business Agreement Doesn’t Agree With Your Will
May 16, 2021

Estate planning clients frequently come to us who are parties to business agreements such as limited liability companies, shareholder agreements, partnership agreements, corporations. These agreements routinely include clauses that govern who may inherit the shares of deceased partners. If you…

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disinherit child in Florida
Disinheriting Your Estranged Adult Child: Factors to Consider
May 13, 2021

Parents with estranged adult children: An unfortunate situation that our attorneys see increasingly often these days. Sometimes parents and their adult child have not spoken in years. Sometimes the child will stay in touch with siblings or other family members;…

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Despite Covid, 2/3 of Americans Still Lack A Basic Estate Plan
April 16, 2021

Covid has been a reality check for many of us: A brutal demonstration that life can turn upside down in an instant, and that no one is invincible. But if you think that knowledge would spur most people who do not…

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larry king
Larry King’s Widow Challenges Handwritten Will, Alleges Undo Influence
February 19, 2021

Multiple marriages, divorces, blended families:  These are circumstances that can make it challenging to devise an estate plan that withstands potential claims from disgruntled relatives. And when it comes to marriages, divorces and blended families, few were more familiar with…

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elder abuse
Surprising Estate Plan Suggests Victimizer Became Victim Of Undue Influence
January 27, 2021

Burton Pugach and Linda Riss’ life together is a bizarre saga that captured public attention years ago. Consider the title of the 2007 documentary about their relationship: “Crazy Love.” Pugach’s recent death, allegedly while he was being abused and coerced…

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Steve Bing
Estate Planning Tips From The Extraordinary Life and Death of Steve Bing
December 1, 2020

Movie financier Steve Bing died June 22, 2020 when he threw himself off the 27th floor balcony of his Los Angeles apartment building. He was 55. Bing’s life was one of wealth and celebrity, vastly different from the lives most…

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personal property in Florida estate plan
How Floridians Can Pass Tangible Personal Property to Loved Ones
September 29, 2020

For most people, the ultimate goal of estate planning is to promote family harmony. If your family members get along well, you want your plan to encourage more of the same. If they don’t, you want to avoid adding more…

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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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Estate Planning For Minor Children
How To Protect Minor Children With An Estate Plan: 5 Tips
July 28, 2020

Do you have an estate plan that protects your minor child if you pass away? It’s essential that you do. If nothing else, this pandemic has demonstrated that no one is immune. Hopefully you will be around a long time…

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The story of two wills, one eaten by the dog
July 8, 2020

The dog ate my homework! That time-worn excuse usually gets an unprepared student an “F”. But suppose Rover isn’t interested in your homework, but in your last will and testament? That could result in an “L” – as in lawsuit. …

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